Use case templates

Find step-by-step setup instructions for solution templates.

• Deal desk: Manage HubSpot quote approvals in Slack template guide

  This article guides you through how to implement the Deal desk: Manage HubSpot quote approvals in Slack template.Jump...

• IT helpdesk template guide

  This article guides you through how to implement the IT helpdesk template.Jump to the setup instructionsHow this work...

• Unified lead capture template guide

  This article guides you through how to implement the Unified lead capture template. Jump to the setup instructions Ho...

• Identify sales opportunities in support tickets template guide

  This article guides you through how to implement the identify sales opportunities in support tickets template.Jump to...