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How to integrate clients into your Trello workflow

It’s possible to integrate customer tickets and communication with clients, employees, consultants, and more into your Trello workflow without adding them to your Trello board using Hipporello's Service Desk Power-Up

The Power-Up offers you a client portal with forms which you can use to get requests from customers, employees or others. Each form fill or email message sent creates a Trello card, which you can then track as a ticket.

Portal View.png

How it works: 

1. Having a service desk/help desk/ticketing system on Trello ensures that all customer requests are visible to everyone on the team. This helps avoid any miscommunication or duplication of effort. Requests can be collected through emails or forms. You can build forms simply by dragging and dropping elements. 

draganddrog.gif

2. Trello teams of any size with a high volume of customer requests can benefit greatly from the automation features in the help desk. 

What can you automate:

- updating/populating your custom fields
- assignment of team members
- assignment of labels
- closing a request
- archiving a request.
- messages to those submitting tickets and more.

Automation Trigger 01.png

3. With Hipporello’s Service Desk Power-Up, you can respond to customer inquiries quickly and efficiently from inside the created Trello cards.

This also turns your Trello board into a shared inbox allowing all the team members including managers to view all tickets and interactions with clients. 

reply.gif

In a nutshell, 

  • You get forms and emails that create Trello cards.
  • The team stays on Trello and receives requests/inquiries from customers.
  • The team responds to clients from inside the created Trello cards.
  • Clients can track their requests and interact with the support staff on Trello through their own portal page without being added to the board.
  • All communications with team members and clients are brought under your Trello board.

Currently, people use the Power-Up as an: 
- IT Help Desk,
- HR Ticketing System,
- a shared inbox,
- a Bug Tracker, and
- a Customer Support tool.

 

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