@bsm007Yes we have started using it for tickets, and it has worked better than hubspot for us so far (about 300 customers, running approx. 30- 45 tickets on any particular day) - Now obviously it doesn’t have the same CRM Features as Hubspot, BUT because it’s so flexible and powerful, it almost doesn’t have to. - If you want a really detailed setup guide I can help further, but in a nutshell, here’s how we’re pulling it off:
Create a new list, this list will be names of your customers, customer details can be added with the custom fields.
Create another list, for your tickets area. in this list you can setup your custom fields you need for your tickets and we use comments, we don’t really use “description” area, because comments add date/times so we know exactly when updates happen. - There are tons of tips and things I can type here but it’ll be easier to show someone via screencast, etc.
But anyway, now that your lists are set up, when you create a new “Ticket”, just link the customer from list 1, into that ticket. using their “@@” shortcut. This way now, all the tickets you create, complete, etc. for a customer is forever visible on their “profile”
One way we use integromat is for updating the customer list. For instance, when a new customer signs up online, it adds them automatically. We can also upload via xcel sheet, etc. - If you have a form (built into our website) using a service, or some other manner of customer input for your support, you can probably find a zap for it.. Lot’s of great things.