Customers on the Platform plan can integrate their website with hundreds of different business applications. There are thousands of possibilities for automation. Here are some examples:
When a customer…
- Submits customer/project info a project is created in your project management software.
- Sends a support request a call is made to your support staff.
- Buys a product or service a sales receipt is generated in your accounting software.
- Submits a quote request a draft invoice is made.
- Makes an appointment a text message is sent.
- Makes a reservation an appointment is created in your calendar.
- Asks for an estimate a draft is created in your invoicing software.
- Leaves a message an email is sent.
- Contacts you a profile is created in your lead management software.
Your website can integrate with these apps:
- Accounting, billing & invoicing
- Project management
- Payment processing
- Help desk software
- Sentiment analysis
- Customer support
- Lead generation
- Social media
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