NEW: Integrations feature
Release date: 22 March 2023
Last updated
Release date: 22 March 2023
Last updated
Integrations provides you with a self-serve, no-code way to integrate third-party applications in just a few minutes. Once the integration is set up in the Clickatell Portal, you can use them in your automated workflows (Chat Flow), creating a more robust chat journey. Integrations mitigates confusion, data loss, and inconsistencies across applications, resulting in more efficient customer service and happier customers.
With integrations, you can:
Perform various frequently used operations (like creating a ticket in Zendesk or adding a Sales Lead in Salesforce) automatically via Chat Flow.
Keep your customer data in sync across all these mentioned 3rd-party applications.
Fetch data from other applications in your tech stack and use the data in Chat Flow.
Push your chat support data (from Chat Flow) to other applications in your tech stack.
For more information, view the Integrations User Guide and FAQs.
Currently, we support the following 3rd-party apps:
Salesforce
Shopify
Zendesk Sell
Zendesk Support
Please refer to the relevant section of this guide for more information and integration steps for each.
Configure the integration in your Clickatell Portal
Use an Integrations node in your workflow in Chat Flow
Happier and more productive customer support agents: Customer support agents often need to open multiple browser tabs to support a single customer. Some customer information may be present in Salesforce, whereas other info is in Hubspot, or the customer tickets might be in Zendesk. With Integrations, all this information will be passed to Clickatell chat applications so that the chatbot or agents have easy access to more holistic customer information.
Customer data stays updated: With Integrations, you can keep data across your SaaS applications up to date. This makes data analysis, interpretation, and application easier and more accurate as it removes the silos between these applications.
