Quick Start
What is respond.io?
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WhatsApp Cloud API Quick Start
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Install Website Chat Widget on WordPress
Install Website Chat Widget on Shopify
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Organization Settings: General
Organization Settings: Users
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User Account
Support Use Cases
Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Route Customers to the Right Team Automatically
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Send Outbound Support Messages
Support: Closing Conversations
Use respond.io to Create Tickets in External Ticketing Systems
Supervising Your Support Agents
Reporting for Support
Send CSAT to Customer and Save Data in Google Sheets or CRMs
Sales Use Cases
Inbound Sales: Collect Leads' Email and Phone Number
Inbound Sales: Enrich Contact Data and Qualify Leads
Inbound Sales: Routing Leads
Inbound Sales: Auto-Assign Leads to Sales Agents
Sending Outbound Sales Messages
Track Productivity by Closing Conversations
Using respond.io to Create Deals in a CRM
Supervising Sales Agents
Reporting for Sales
Broadcasts Use Cases
Sending a Simple Broadcast
Start a Workflow Based on Broadcast Response
Troubleshooting a Failed Broadcast
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Dialogflow Overview
Dialogflow: Connecting to Dialogflow
Dialogflow: Creating a Chatbot
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Dialogflow: Parameters
Dialogflow: Events
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Dialogflow: Fulfillment Webhook Request
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E-Commerce Integration: Shopify
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Table of Contents
- Home
- Support Use Cases
- Inbound Support: Enrich Customer Data from a CRM or other Business Software
Inbound Support: Enrich Customer Data from a CRM or other Business Software
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 respond.io.
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:
Feeling stuck? Do not fear.
Help is here!Inbound Support: Identify Contacts by Email and Phone Number
Inbound Support: Route Customers to the Right Team Automatically
Related Articles
Inbound Sales: Enrich Contact Data and Qualify Leads
After collecting contact identifiers, request additional contact information to enrich data and qualify leads.
Inbound Support: Auto-Assign Customers to a Team or Dedicated Agent
Automatically assign customers to a team, workspace or dedicated agent to save time and effort compared to a manual picking or assignment process using Workflow Templates.
Inbound Support: Route Customers to the Right Team Automatically
Automatically route customers to the right team based on customers’ input, contact data, business hours and shifts.
