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Inbound Support: Enrich Customer Data from a CRM or other Business Software

JQ Lee Updated by JQ Lee

Business Goal: Get the most up-to-date information about a Contact.

Retrieve customer properties like Fields from your existing CRM or business software that holds your primary customer list and add the data to the Contact in

Benefits of Enriching Customer Data

Use the latest customer data collected from your CRM or business software to:

  • know if a Contact is an existing customer.
  • give support agents visibility to additional properties about a customer.
  • route customers differently based on their properties.

Methods for Enriching Customer Data

Here are a few ways to enrich customer data from your CRM or business software:

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