Integrating Support Platforms
Support ticket generation and management platforms can be a life saver for businesses with high volumes of requests or large support teams. They allow the team to manage everything, including customer interactions, within the application, preventing issues slipping through the gaps. But what if you want this information added to your Insightly contacts and leads? Cyclr’s workflow builder lets you do that, without adding any extra work to your team.
If your support team relies on ZenDesk for support management why not create a workflow to integrate it with your Insightly CRM? You can pass data back to Insightly to ensure your contacts have complete history of interactions, or why not allow your sales team to automatically create tickets when one of their opportunities requires support assistance.
eCommerce Sale to CRM Workflows
Web shops come in many forms, with popular platforms including Magento, WooCommerce and Shopify. Cyclr has you covered, with a wide range of data points to be tracked and synced, allowing you to push the data to areas of your Zoho CRM you need them the most. For example, let’s look at adding new sales from your WooCommerce shop as completed Zoho Potentials.
CRM and Email Marketing Automation
Your CRM holds the keys to your sales. You use it to manage contacts, track leads, run projects, record sales - it is your business. Combining this data with your emailing marketing platform allows you to create far more tailor made campaigns by managing your email marketing lists more accurately.
Cyclr’s drag and drop workflow builder allows you to link, sync and automate process between your favourite Cloud platforms. Ensure your sales and marketing teams are effectively working together by adding automated processes between their prefered systems.
