- Customer Automation
- Customer Journey
- Sync engagement updates
Update customer journey records based on user engagement
This automation streamlines the process of updating customer journey records by syncing engagement data across platforms in real time. It reduces manual data entry, ensures that teams always have up-to-date information on customer interactions, and triggers follow-up actions based on user activity. By centralizing engagement updates, businesses gain clear visibility into customer status and can proactively nurture relationships.
Filter by common apps:
Ortto
Slack
Zapier Tables
Trengo
HubSpot
Intercom
Pipefy
- Notify user in Slack when new activity occurs in Ortto
- Initiate customer journey in Trengo when new record is added in Zapier Tables
Initiate customer journey in Trengo when new record is added in Zapier Tables
- Associate new customer success journeys with relevant contacts in HubSpot
Associate new customer success journeys with relevant contacts in HubSpot
- Update customer journey records in Pipefy based on Intercom user tags
Update customer journey records in Pipefy based on Intercom user tags