CRM steptypes

Salesforce

• How to update record fields in Salesforce
• How to send an email through Salesforce
• How to add a comment in Salesforce
• How to create a new record in Salesforce
• How to link records together in Salesforce
• How to update multiple records at once in Salesforce

Zendesk

• How can I reference Zendesk requester fields in variables?
• How to update ticket fields in Zendesk
• How to add a ticket comment in Zendesk
• How to add a ticket note in Zendesk
• How to post a chat message in Zendesk
• How to create or update a user in Zendesk

See all 11 articles

Freshdesk

• How to set up the Freshdesk integration
• How to update ticket fields in Freshdesk
• How to add a public reply in Freshdesk
• How to add an internal note in Freshdesk
• How to create a new ticket in Freshdesk

FreshChat

• How to set up the Freshchat integration
• How to use message templates in Freshchat
• How to update the status of a conversation in Freshchat
• How to create a Freshdesk ticket from a Freshchat conversation

Freshworks

• How to send a public message in Freshworks
• How to create a new ticket in Freshworks
• How to add an internal note in Freshworks
• How to update ticket or conversation fields in Freshworks

Kustomer

• How to add an internal note in Kustomer
• How to send an email message in Kustomer

HubSpot

• How to set up the HubSpot integration