Mautic and Monica CRM automations — Customer Support

Ready-made scenarios where Mautic and Monica CRM work for you (customer support): pick one — a copy appears in your account and runs on its own.

32 scenarios

Deleted contacts in Monica CRM — Updating companies in Mautic
New contacts in Mautic — Conversations in Monica CRM
Website enquiry intake — a ticket log and an instant reply
A form request into a tracker issue
Support email sorts itself and becomes tasks
Support from chat and email in one place
Instant property answers in the messenger — with hot buyers passed to an agent
Routing incoming requests to the right department
Collect testimonials, analyse them and thank the customer
Tickets prioritized by importance, tasks created for you
All customer inquiries in one place — from email and web forms
Win-back emails to lapsed customers — personal, on-brand, every day
Stuck tickets, followed up automatically
Inbound call triage: substance, urgency and a row in your sheet
A personal reply to every webinar attendee, automatically
Data-privacy complaint handling: register, reply, notify
Smart support triage with Monica CRM
Sales call analysis that updates the CRM for you
Form feedback sorts itself: tasks, table, alerts
Sales call breakdown: transcript, lead status, task
A knowledge base from support tickets — automatically
Support metrics from two systems — in one weekly report
Tell customers their bug is fixed — the moment the issue closes
Tickets: automatic triage by category and deadline reminders
Customer feedback sorted into themes, tasks and a weekly report
Website enquiries: contact, ticket and reply with no manual entry
A full new-client welcome after the form
Support tickets turned into a prioritized engineering backlog
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Feedback triage and customer replies — automatically
A clinic assistant in your messenger: answers, bookings, hand-off to a human