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BLaverack9
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Beth Laverack

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BLaverack9 on October 09, 2024
Integrating Zendesk tickets into a Deal
Hello! So I'm wondering if anyone else has tried to achieve this. Essentially what I'd like is to be able to automate the syncing of tickets to/from a Contact (that is linked to the deal) with the Zendesk topic "onboarding" to the Deal. Similarly read more
Reply Discussion Data Sync
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BLaverack9 on February 21, 2024
A way to complete deal properties based on company properties?
Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses) are stored on a Company. I'd really like the information to also be available within a deal so the Ops team don't ha read more
Reply Discussion Data Sync
0 upvote
4 Replies
BLaverack9
Member
February 22, 2024
Thanks Karsten, that's now working which is fab!
Solved
BLaverack9 on February 21, 2024
A way to complete deal properties based on company properties?
Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses) are stored on a Company. I'd really like the information to also be available within a deal so the Ops team don't ha read more
Reply Discussion Data Sync
0 upvote
4 Replies
BLaverack9
Member
February 22, 2024
Thanks Karsten, that's now working which is fab!
Solved
BLaverack9 on February 21, 2024
A way to complete deal properties based on company properties?
Hello! Essentially currently certain information our Ops team need to onboard deals (e.g. specific systems the company uses) are stored on a Company. I'd really like the information to also be available within a deal so the Ops team don't ha read more
Reply Discussion Data Sync
0 upvote
4 Replies
BLaverack9
Member
February 22, 2024
Thanks Karsten, that's now working which is fab!
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