Recipes Archives - FuseDesk Help Desk and Messaging Platform

Infusionsoft and FuseDesk Automation Recipes for Infusionsoft Campaign Builder and FuseDesk Automation Rules

Appointment Scheduling with FuseDesk
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Appointment Scheduling with FuseDesk

Zapier

Appointment Scheduling with FuseDesk

Appointment Scheduling has never been easier now that FuseDesk connects to your favorite calendaring tools with Zapier. This empowers your team to automatically create and update FuseDesk cases as your prospects and customers schedule, cancel, and reschedule events. FuseDesk connects to your favorite self-scheduling calendar tools like Calendly, AppointmentCore, ScheduleOnce, Google Calendar, and more. To Keep Reading...

Zapier|

Connecting FuseDesk to Zapier
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Connecting FuseDesk to Zapier

Featured Add-Ons, Zapier

Connecting FuseDesk to Zapier

Ready to create a Zap from Zapier to FuseDesk? It's easy with FuseDesk for Zapier. First, log into Zapier and click to Create Zap. You can then choose to Create a Custom Zap or start with a Template. Create a Custom Zap If you choose to create a custom zap, the first step will be Keep Reading...

Featured Add-Ons, Zapier|

Setting up a Sales Pipeline in FuseDesk
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Setting up a Sales Pipeline in FuseDesk

Automation Recipes, Workflows

Setting up a Sales Pipeline in FuseDesk

You can easily use FuseDesk Workflows to create a Sales Pipeline for your team in just a few quick steps. Head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Sales Pipeline". For Column Field choose Case Tags. For View Filter you'll likely only want the Status Keep Reading...

Automation Recipes, Workflows|

Setting up a Kanban Board in FuseDesk

You can easily use FuseDesk Workflows for your Kanban Board in just a few quick steps. To get started, head to Workflows and click the Plus button to create a New Workflow. Name your Workflow something like "Kanban Board". For Column Field choose Case Tags. For View Filter you'll likely only want the Status as Keep Reading...

Automation Recipes, Workflows|

Leverage FuseDesk Reports to Get Budget and Headcount

FuseDesk Report can provide valuable insights to make decisions in your business. For example, you can justify budget and headcount based on how your team is handling case loads in FuseDesk. The metrics you'll want to look at include Case Movement times and Case Load. To get started, head to your Reports and select a Keep Reading...

Automation Recipes, Reporting|

Coaching Support Reps with Slack

Coach your customer support, sales, or success team using FuseDesk's powerful Slack integration. With this automation, your coaches, mentors, and managers can keep an eye on select cases to provide live feedback to your team as needed. For example, as you onboard a new team member, you can have each of their replies shared directly Keep Reading...

Automation Recipes|

Workflow Automation in FuseDesk

In FuseDesk, you can easily automate multi-step workflows by leveraging FuseDesk Automations. Your FuseDesk Automations for Workflows will typically be triggered by your team applying a FuseDesk Case Tag, replying with a specific Email Template, or using a specific Note Template. Let's say that your team gets work orders for website change orders. A new Keep Reading...

Automation Recipes|

Post-Purchase Welcome Calls

One great way to reduce refunds, returns, and chargebacks - and delight your customers - is to have your team reach out and call your new customers after they buy from you. Not only does a welcome call delight your customer, but it can solve many of the biggest challenges with onboarding a new customer. Keep Reading...

Automation Recipes|

Net Promoter Score (NPS) – Personal Follow Up
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Net Promoter Score (NPS) – Personal Follow Up

Automation Recipes

Net Promoter Score (NPS) – Personal Follow Up

So you're following up with your customers using Net Promoter Score (NPS). Fantastic! But what are you doing with the data aside from just dashboarding your number? Automation is fantastic for repetitive tasks like sending a follow up email to obtain your NPS, but... at a certain point you want to actually get a real Keep Reading...

Automation Recipes|

Membership VIP Support
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Membership VIP Support

Automation Recipes, Membership Automations

Membership VIP Support

You have a membership site and want to handle your members differently based on their membership level, for example providing VIP support to your VIP members. In FuseDesk, there are a number of great ways you can accomplish this and see how well your team is doing. To start with, let's make sure your customers Keep Reading...

Automation Recipes, Membership Automations|