How to integrate data collected into CRM and Desk -

How to integrate data collected into CRM and Desk -

Hi,

We are using CRM, Invoice and Desk and would like to set up some integrations between the apps when we collect information.

When we obtain a new client we need to gather the following info:
  1. main account information
  2. 3 different account contacts (main, billing, technical)
  3. give them XL sheet to fill out and a way for them to re-submit it

We would like to give them one form to fill out, triggered through an email from Desk.  That form will then populate CRM and Desk ticket.  Desk will trigger tasks to create new invoices, etc.

I created a form, but when it got to integrations I could only either integrate the account name OR a contact OR create a desk ticket.  How can I use the apps available to collect all the info above and trigger a ticket at the same time?

Thanks -



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