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

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 YesHello.

Benefits of Enriching Customer Data

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

• K

• now 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

E-Commerce Integration: WooCommerce

• Add new WooCommerce customers as YesHello Contacts

E-Commerce Integration: Magento

• Add new Magento customers as YesHello Contacts

CRM Integration: HubSpot

• Synchronize Contact Information in HubSpot and YesHello

💡Have a question?

If you have a question, feel free to contact our support team here