■Overview
This flow adds ticket information to Wrike when a chat is initiated in Channel Talk.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those using Channel Talk for customer interactions
・Customer support personnel handling customer interactions
・Those frequently communicating with customers via Channel Talk
2. Those using Wrike for business operations
・Those managing tasks with Wrike
・Those looking to streamline task additions to Wrike
■Benefits of using this template
By using Channel Talk, you can handle customer inquiries and questions in real-time, allowing for speedy customer support.
However, if you manage chat content from Channel Talk as tasks, you might find the manual task addition process cumbersome.
This template allows you to add tasks to Wrike automatically when a chat is initiated in Channel Talk, streamlining task management.
It eliminates the need to manually input chat content into Wrike, preventing human errors such as omissions or input mistakes.
■Notes
・Please integrate both Channel Talk and Wrike with Yoom.
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