Helpshift is a mobile-first, truly in-app customer support platform. Helpshift’s patented AI technology allows brands to save time and scale their support efforts while reducing user churn and increasing customer satisfaction.
Helpshift + Kustomer
Helpshift assists Kustomer by enhancing the in-app self-service customer experience for mobile-first brands who want to utilize powerful machine learning and AI. Personalize your in-app support with a platform that delivers a frictionless, scalable customer-centric experience.
- Access additional ticket details, such as VIP customer status, purchase history.
- Provide an exceptional self-service experience and keep your app users in-app.
- Differentiate and prioritize your app users directly in your Kustomer timeline.
- Provide your agents with a 360° view of your consumers to personalize the mobile experience.
- Access all customers chats in Kustomer whether they go to an agent or not (all bot interactions can be seen).
- Communicate proactively with app users to improve retention and expand customer spend.
- Seamlessly handoff complex issues from bots to agents and agents to bots.
To book a demo of Helpshift + Kustomer, click here.
Klaviyo is a leading marketing automation platform that powers SMS and email marketing campaigns for fast-growing ecommerce businesses. Powerful marketing automation and segmentation capabilities paired with deep integrations with best-in-class ecommerce platforms empower marketers to drive revenue and engagement with Klaviyo.
Get Kustomer Conversation Data Directly in Klaviyo for Powerful Segmentation and Automation
The Klaviyo app will automatically listen in Kustomer when a Conversation is created, closed, or if a customer completes a CSAT survey. This data will be sent to Klaviyo so marketers can create granular segments and workflows based on Conversation events.
Learn more
RingCentral is a leading cloud communication platform that provides businesses with different cloud-based business communications solutions that include message, video, phone, and contact center services. From click-to-dial functionality to one-click video conferencing, users can leverage must-have digital tools through a single, easy-to-use platform that seamlessly works across office sites and mobile devices. Setup, deployment, and adoption is also easy and IT can manage it all from anywhere.
Kustomer + RingCentral
Connect your RingCentral account to Kustomer to start making and receiving calls from directly within Kustomer via a widget.
This integration automatically builds a customer profile in Kustomer and logs all call details in a conversation in their timeline, providing a way to view and report on historical call data.
Get a Comprehensive View of the Customer
- Get a complete, threaded view of all calls made or received with RingCentral alongside all of your other customer touchpoints.
Automatic Status Sync
- Rest easy knowing that you can identify when an agent is available to receive a call through agent status sync across RingCentral and Kustomer.
Robust Routing
- Leverage Kustomer’s powerful routing capabilities to automatically route calls to voice agents when they’re available.
Learn More about the RingCentral integration
Zapier is a tool that helps you automate repetitive tasks between two or more apps—no code necessary. Zapier moves info between your web apps automatically, so you can focus on your most important work. Set up “Zaps,” or workflows, with over 3,000 integrations to help you automate repetitive tasks, like triggering emails based on a new lead form fill.
Capture New Customers Across Channels
Trigger a Zap to automatically create a new Customer when you get a new subscriber, follower, advocate, or purchaser. For example, you can configure a Zap between Twitter and Kustomer so when you receive a new follower on Twitter, that user will automatically be created as a customer within Kustomer.
Get a 360 View of Your Customer
Get updates on new product reviews, purchases, conversations, and more by configuring Zaps between Kustomer and your tool of choice. By connecting Kustomer to Yotpo, for example, you can trigger a Conversation update anytime a customer leaves a new review.
Stay in the Loop with Customers’ Conversations by Automatically Updating Conversation Data in Kustomer or Other Connected Systems
Configure a Zap to automatically pull in or send out relevant conversation data. For example, if a new conversation is created in Kustomer, automatically port conversation data into Salesforce so you have an accurate, up-to-date record of conversation history across systems.
Develop Your Own Integration With Kustomer
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BigCommerce is a leading eCommerce platform that provides retailers with all the tools they need to support their online businesses – from hosting to search engine optimization. Kustomer’s integration with BigCommerce enables retailers to easily view order data and shipping and billing information.
Provide contextual support by gaining a holistic view of customers’ order data
View order data directly in the Kustomer timeline to provide fast, contextual customer support. Get granular order information such as order number and date, shipping and billing information, and products ordered.
Resources
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LoyaltyLion supports ecommerce growth by connecting and accelerating your marketing efforts. Power loyalty programs for stores on all major ecommerce platforms including Shopify, Magento and BigCommerce.
Centralized loyalty data
Access inbound and customer history and LoyaltyLion tier, points, and rewards information in the Timeline for fast, personalized service.
Accessible rewards information
Easily view rewards information from within the customer profile and Insights Panel.
Develop Your Own Integration With Kustomer
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8×8 is a cloud-based phone system built to support customer service and sales teams that lets you manage your team’s VOIP support in Kustomer. 8×8 allows you to record all calls made in 8×8 and makes them available in Kustomer in addition to automatically building a customer profile.
Centralize calls with other customer support data in a single platform. Install 8×8 app to:
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- View calls made or received in 8×8 directly in your Kustomer timeline.
- See if a call is coming in, in progress, or completed.
- Access additional call details, such as phone number and length of call.
Resources
Develop Your Own Integration With Kustomer
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Clearbit is the marketing data engine for customer interactions. We help businesses grow by providing tools that help them deeply understand their customers, identify future prospects, and highly personalize every single marketing and sales interaction.
Get Additional Context on Your Customers So You Can Better Serve Them
Configure Clearbit to get enriched customer data such as a customer’s location, site, social channels, and more for a more comprehensive view of your customer that’s accessible directly within a customer’s profile in Kustomer.
Develop Your Own Integration With Kustomer
Join our growing community of developers and leverage our extensive documentation and resources to create best-in-class experiences for millions of consumers around the world.
Partner With Kustomer
Jira Software is an issue tracking and project management tool for teams. Since it launched in 2002, over 65,000 companies globally, such as Square, eBay, Pfizer and Visa, have adopted Jira for its flexibility to support any type of project and extensibility to work with thousands of apps and integrations. Leverage Jira to plan sprints, create user stories, track issues, distribute tasks, and prioritize work.
Kustomer + Jira
Make it easier for agents to provide up-to-date status on reported issues using the Jira app.The integration enables agents to quickly append Jira issues to support conversations in Kustomer. What’s more, agents will get notes posted to the linked conversation when the Jira issue status changes, enabling agents to stay up-to-date on reported issues.
Key Benefits
Surface Jira Issues Directly in Kustomer
Save time searching for Jira issues by leveraging Jira Insight Cards to search for issues in Jira directly within the Kustomer UI. Easily view recent issues or leverage the search field to locate issues by title, description, or number.
Link Jira Issues to Kustomer Conversations
Leverage Jira Insight Cards to link Jira issues directly to Kustomer Conversations. Once your issue is linked, you can view the issue summary, description, and status.
Stay Up-to-date on Jira Issue Updates
Get a holistic view of issue status changes directly within the linked Jira issue. Status change updates will update automatically and appear within the Conversation in the form of a note.
Additional Resources
Develop Your Own Integration With Kustomer
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Salesforce is a major CRM platform used by sales teams and businesses worldwide. Kustomer’s turnkey integration with Salesforce Sales Cloud helps brands paint a more complete picture of their customers for sales and support teams by displaying data from Salesforce within Kustomer.
Unify Customer Data and Deliver Efficient, Personalized Support
This seamless integration with Salesforce puts Salesforce data right at the agent’s fingertips, eliminating the need to look in multiple systems to find information. By enriching the customer profile with the sales journey, the Salesforce integration helps agents deliver effective, personalized engagement.
Integrating Salesforce with Kustomer adds a Salesforce Insight Card that appears automatically when looking at a Customer or Conversation in the timeline. Kustomer uses email addresses as the unique identifier to match a Customer with a Contact in Salesforce and displays in the Insight Card any Accounts, Leads, or Opportunities associated with that Contact.
Easy Install and Configuration
Available in the App Directory, the Salesforce integration installs in just a few steps, no development work required. Simply enter the Salesforce subdomain and sign in to Salesforce using OAuth 2.0 credentials to begin using the integration right away.
Once installed, easily edit which Salesforce objects agents have access to and the Salesforce subdomain in the event that the URL changes. Note that the current iteration of this integration, Salesforce Lite, shows only Salesforce data within Kustomer, and not vice versa.
Sync Kustomer Conversations to Salesforce
The integration with Salesforce makes Kustomer Conversations available directly within Salesforce so Salesforce admins can easily keep track of support inquiries, all in one centralized view.
Additional Resources
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Segment collects, cleans, and controls your customer data within a reliable infrastructure. The powerful integration between Segment and Kustomer enables you to instantly send any customer data from Segment to Kustomer in real-time.
Kustomer + Segment
Kustomer allows you to dynamically add tracking events from Segment into customer timelines in real-time. So you can leverage Segment’s data collection features within the Kustomer platform to power automation workflows and business rules.
With this integration, you will be able to:
Retrieve data and present it on customer Timelines
Capture all relevant data with Segment and present it within Kustomer. See out-of-the-box objects and any custom attributes you define such as product views and website visits within the Kustomer Timeline.
See customer interactions in context
Pull key customer data from Segment into Kustomer’s context cards to build content-driven experiences and enhance interactions. Display relevant customer data such as past orders or shipping details within context cards so agents can easily gather the information and resolve issues quickly.
Be proactive with insightful data
Segment your customers, custom objects and conversations within Kustomer to proactively monitor and engage with your customers. Proactively email all customers who haven’t purchased in the last 3 months with a special offer or personalized note, for example.
Check out our knowledge base article to learn more.
Develop Your Own Integration With Kustomer
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Stella Connect by Medallia is the customer feedback, quality management, and coaching platform built specifically for contact center teams. Stella Connect’s intuitive platform makes it easy to harness agent-level customer feedback and deliver high impact coaching and QA programs, driving agent engagement and customer satisfaction.
Stella Connect gives you the visibility and actionability you need to lead your remote teams.
Share Customer Feedback Directly With Agents
With Stella Connect by Medallia, customer feedback is collected immediately after a conversation ends in Kustomer, and is then shared directly with agents and team leads in real-time. This constant stream of feedback drives engagement, motivation, and visibility.
Retain Your Customers with Service Recovery
Make things right with customers who had poor service experiences to help retain customers. When a customer leaves a piece of negative feedback, it is flagged within Stella Connect and Kustomer, making it possible for team leads to recover poor interactions, re-survey, and then measure sentiment.
Streamline the QA Process and Make it Actionable
Save time on manual processes by automatically retrieving and assigning QA reviews from Kustomer Omni-channel conversations. Fully customize your scorecard based on your team’s specific needs. Leverage auto-fail questions, weight your scoring on a per-section basis, and categorize questions into sections.
Deliver Coaching to Help Your Agents Perform at Their Best
Have a dedicated meeting management space within Stella Connect that enables you to focus your coaching sessions on the metrics that matter. Utilize past QA reviews, customer feedback and more to track trends, and set follow-up tasks for them to complete. Upskill your agents, and celebrate their successes so they path to perform at their best.
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Delighted is the self-serve experience management platform of choice for the world’s top brands. Delighted uses the Net Promoter System to gather real feedback from your customer so you can continue to optimize every stage of the customer journey to provide brilliant customer experiences.
Keep a Pulse on Customer Satisfaction by Getting Continuous NPS Updates
The Delighted integration empowers agents to view customers’ NPS scores every time a survey response is updated or created. Customers’ latest NPS scores will be reflected in the customer’s profile and timeline so agents can better understand how to alleviate pain points for customers with lower feedback ratings.
Additional Resources
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Recharge is an eCommerce platform that helps merchants launch and scale their subscription businesses. Recharge powers billions of dollars in annual processing for nearly 30 million consumers, specializing in the fields of eCommerce, Subscriptions, Payments, and SaaS.
Viewing Recharge Subscription Data Directly in Kustomer
Get ReCharge subscription data such as product title, SKU, quantity, order frequency, status, and more, directly in the Kustomer Timeline alongside customer profile information, so you can provide contextual customer service.
Manage Customers’ Recharge Subscriptions
Click the “View in Recharge” button within the Kustomer Timeline to manage your customers’ subscriptions in Recharge.
Additional Resources
Develop Your Own Integration With Kustomer
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Have your Magento e-commerce platform data populated in your Kustomer platform in real-time using the Magento + Kustomer integration. This integration will sync standard objects out of the box such as new customers, orders, etc. You can also send your own custom events to Kustomer and have them populated as custom objects.
- Manage all customer interactions in one place driving efficiencies within your support team.
- View the Magento objects in your customer’s timelines to get a complete picture of customer data.
Check out our knowledge base article to learn more.
Develop Your Own Integration With Kustomer
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Connect WhatsApp Business with the Kustomer platform to deliver efficient and effortless service experiences for your customers across the globe. Deploy Kustomer’s CRM-powered chatbots on WhatsApp to deliver instant resolution and scale support without increasing headcount.
How it Works
Easily install the WhatsApp Business Application on the Kustomer platform like all of your other channels and insert your API key to start receiving messages, sharing images, and other rich media from customers.
You can track the impact of your team’s service by using Kustomer’s native customer satisfaction solution to survey customers engaging via WhatsApp. In addition, WhatsApp Business is incorporated into the reporting and analytics of the platform to give you a complete view of the performance of your customer service teams.
Deliver a True Omnichannel Experience
WhatsApp conversations won’t exist in a silo. Agents view all conversations across channels on the customer timeline. By maintaining all conversations through the timeline, Kustomer’s omnichannel platform provides a single threaded conversation about a topic and the relevant context. Your agents and customers can start a conversation on WhatsApp and then switch to another channel as needed while continuing to progress the conversation forward without customers having to repeat information and avoiding agent collision.
Create Frictionless Self-Service Experiences With CRM-Powered Chatbots
Effortlessly scale support on WhatsApp with Kustomer’s powerful chatbots that connect and interact with CRM data and third party systems. Accelerate resolution and boost agent capacity by automating service workflows, and eliminate manual triage by automating routine information collection and routing conversations based on user input and data.
Learn more about Kustomer’s self-service capabilities.
Make Your WhatsApp Conversations Actionable
Your team will know everything about the customer when they message you via WhatsApp. All of your customer data including transaction history, past conversations, and other key information is available on the customer timeline. Agents can not only see this information, but also take action using the data directly from the timeline.
WhatsApp Integration Requirements
Companies interested in deploying WhatsApp need to be approved by WhatsApp for Business API access and have a Twilio or MessageBird WhatsApp account to receive and send messages.
Develop Your Own Integration With Kustomer
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The Kustomer integration for Gmail is available for customers on all plans. With a rapid, code free setup, our native Gmail integration directly connects your Google Business email accounts to the Kustomer platform.
How it works
Once you’ve connected your Google Business email accounts to Kustomer those Gmail mailboxes will automatically forward all messages to your Kustomer Inbox. Your support team will be notified of new received email messages from customers and can immediately begin to follow-up from within Kustomer using the connected email addresses.
When Kustomer receives an email from an existing customer whose email address is on file, Kustomer will create a conversation on their timeline. If email address is not on file, Kustomer will create a new customer record and conversation from the incoming customer message.
All the benefits of Gmail with the data of Kustomer
When your team receives an email in the Kustomer platform they will have access to all the relevant customer information, so they can immediately provide an intelligent, personalized response without having to search other systems for answers.
And while your support team can better assist your customers, your IT team can continue to use the GSuite dashboard to manage the configurations and settings of the connected Google Business accounts.
In addition, all of your emails will be stored, sent, and received on Google servers, so you’re covered by their security policies and regulatory compliance certifications for email.
Kustomer’s use and transfer to any other app of information received from Google APIs will adhere to Google API Services User Data Policy, including the Limited Use requirements.
Check out our knowledge base article to learn more.
Develop Your Own Integration With Kustomer
Join our growing community of developers and leverage our extensive documentation and resources to create best-in-class experiences for millions of consumers around the world.
Partner With Kustomer
