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Automatic update of ticket status in CRM when resolved

Purpose

 1.1. Automate the update of ticket status in CRM systems instantly upon ticket resolution by service agents.
 1.2. Ensures timely customer communication, eliminates manual data entry, and automates compliance with SLA rules.
 1.3. Automates workflows involving support platforms, backend inventory, and issue tracking for full lifecycle management.
 1.4. Provides real-time synchronization, automated record-keeping, and enhances escalation tracking across corporate and electronics manufacturing operations.

Trigger Conditions

 2.1. Automated trigger when a service agent marks a ticket as ‘Resolved’ or ‘Closed’ in the helpdesk or customer service system.
 2.2. Automated trigger upon detection of diagnostic data confirming device repair completion.
 2.3. Event-based automation via webhook, API call, or poll for status change in the service desk.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Configure Workflow Rule on Case; Action: Automatedly call Update Case API: PATCH /services/data/vXX.X/sobjects/Case/
 3.2. Zendesk
  • Feature/Setting: Trigger using Ticket Status Changed event; API: tickets.update endpoint
 3.3. ServiceNow
  • Feature/Setting: Business Rule on Incident Table; Script includes automated RESTMessageV2 call for status update
 3.4. Freshdesk
  • Feature/Setting: Automation Rule for ticket status; API: PUT /api/v2/tickets/
 3.5. Zoho Desk
  • Feature/Setting: Workflow Automation on Ticket Closure; API: PUT /api/v1/tickets/
 3.6. Microsoft Dynamics 365
  • Feature/Setting: Power Automate flow on Case status; API: PATCH /api/data/v9.0/incidents()
 3.7. HubSpot Service Hub
  • Feature/Setting: Workflow Automation for ticket stage; API: PATCH /crm/v3/objects/tickets/{ticketId}
 3.8. Jira Service Management
  • Feature/Setting: Automation Rule for status change; API: PUT /rest/api/3/issue/{issueIdOrKey}
 3.9. Intercom
  • Feature/Setting: Webhook subscription on conversation.closed; API: PUT /conversations/{id}
 3.10. Gorgias
  • Feature/Setting: Rule—when ticket status is solved; API: PATCH /tickets/
 3.11. Kustomer
  • Feature/Setting: Business Rule, Event: conversation closed; API: PATCH /v1/conversations/{id}
 3.12. HappyFox
  • Feature/Setting: Smart Rule—on ticket update; API: PUT /api/1.1/json/ticket//update
 3.13. Kayako
  • Feature/Setting: Monitor—ticket status change; API: PUT /api/v1/conversations/{id}
 3.14. Help Scout
  • Feature/Setting: Workflow—status is closed; API: PATCH /v2/conversations/{id}
 3.15. Freshservice
  • Feature/Setting: Scenario Automation—on status resolved; API: PUT /api/v2/tickets/{id}
 3.16. Front
  • Feature/Setting: Rule—when conversation is archived; API: PATCH /conversations/{conversation_id}/status
 3.17. Monday.com
  • Feature/Setting: Automation—item status change; API: change_column_value endpoint
 3.18. Asana
  • Feature/Setting: Rule for task completed; API: PUT /tasks/{task_gid}
 3.19. Slack
  • Feature/Setting: Workflow or Bot to listen for ticket resolved; API: chat.postMessage or update task status in custom app
 3.20. Google Workspace (Apps Script)
  • Feature/Setting: Automated script monitors ticketing sheet; triggers HTTP PUT to CRM endpoint

Benefits

 4.1. Automates reduction of resolution time by immediate CRM updates on ticket closure.
 4.2. Automates customer touchpoints, increasing satisfaction through real-time engagement.
 4.3. Automation minimizes manual errors, ensures audit trail for compliance in technology sectors.
 4.4. Automates ops by scaling ticket handling speed, crucial for electronics manufacturers.
 4.5. Automator systems free staff for value-added support, optimizing resource allocation.

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