Streamline Support to Sales

# Streamline Support to Sales ## What It Does Streamline Support to Sales automates the process of transferring customer inquiries from your support team to your sales team, ensuring a seamless handoff and faster response times. This AI-powered agent takes Zendesk tickets and converts them into Pipedrive contacts, assigning follow-up tasks to your sales team. By streamlining this process, businesses can respond faster to customer inquiries and close deals more efficiently. As a result, support and sales teams save 3 hours per week. ## Who Needs This Customer Support Managers who struggle with manually transferring customer inquiries from their support team to their sales team will benefit from this automation. Currently, they spend hours each week manually updating contact information and assigning follow-up tasks, taking away from more critical tasks. By automating this process, they can focus on higher-value activities. ## How It Works — Step by Step 1. You connect your Zendesk account to the Streamline Support to Sales agent, allowing it to access your support tickets. 2. The agent retrieves new Zendesk tickets and analyzes their content to identify customer inquiries that require sales follow-up. 3. It then creates new contacts in Pipedrive based on the information in the Zendesk tickets, ensuring accurate and up-to-date contact information. 4. The agent assigns follow-up tasks to your sales team in Pipedrive, ensuring that leads are pursued in a timely manner. 5. You can customize the agent to fit your specific business needs, such as specifying which types of tickets to transfer or which sales team members to assign tasks to. 6. The agent continuously monitors your Zendesk tickets and Pipedrive contacts, ensuring that the transfer process is always up-to-date. 7. As new tickets are received, the agent automatically transfers them to Pipedrive, eliminating the need for manual updates. 8. You can review the transferred contacts and follow-up tasks in Pipedrive to ensure accuracy and completeness. ## What You Get * New Pipedrive contacts created from Zendesk tickets * Follow-up tasks assigned to your sales team in Pipedrive * Accurate and up-to-date contact information * Reduced manual effort for support and sales teams * Faster response times to customer inquiries * Increased efficiency in closing deals ## Setup Requirements * Zendesk account credentials * Pipedrive account credentials * API key for AI services * Specific data inputs (e.g. custom fields to map between Zendesk and Pipedrive) ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*