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Product Updates

New Integration: Desk.com and Do.com Work Better Together

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We’re always on the look out for ways you and your support team can be more productive using Desk.com. That’s why we worked with our friends at Do.com, the powerful online and task management tool, to create an integration that allows you to bring your support and project management tools together. This means you can do more than just service your customers, but trigger projects and tasks.

When cases are coming in all directions in Desk.com, it’s sometimes hard to keep track of what cases need to be handled first. With the Do.com integration, you can handle the more complicated requests that require collaboration from multiple people on your team. This integration allows you to:

  • Add tasks to Do.com right from the case record in Desk.com
  • Assign tasks directly to existing projects
  • Capture important details like due dates and case details

The best part of it all — you can do all of this while you’re logged in to your Desk.com agent portal!

So How Does It Work?

The task name is pre-populated so you can capture important information like due date and case details.

By using these apps together, your agents can escalate important cases to their Do task list to ensure every Desk.com case is fully tracked.

How to Turn on Do.com

Before you can create tasks from Do.com, you’ll need to ask your Admin to enable the Do.com Integration. To do this, simply log in to Admin, click on Settings in the upper right hand corner, scroll down to Integration on the left, and click on Do.com. Then toggle the Switch to On.

 

If you want to learn more about using the Do.com integration, check out our support site here.



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Sateja Parulekar

Sateja Parulekar

Sateja Parulekar is part of the product marketing team at salesforce.com focusing on Desk.com. She's passionate about working with small and medium-sized businesses and seeing how new technologies like social and mobile are helping them to grow....

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