Llegar lejos yendo juntos: Conectando Inbox a otras plataformas

Llegar lejos yendo juntos: Conectando Inbox a otras plataformas

Llegar lejos yendo juntos: Conectando Inbox a otras plataformas

Aug 11, 2020

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Publicado por

Bird

Bird

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Categoría:

Categoría:

Inbox

Inbox

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Go far by going together: Connecting Inbox to other platforms

In March we publicado Inbox, our free, omnichannel customer support tool for businesses of all sizes. Since then we’ve been continuously talking to users, adding new enhancements, and thinking about what business communication means in a world that became suddenly remote-first.


Through our user interviews, we learned that our customers interact with and keep track of their customers through a bunch of different tools: e-commerce platforms,  CRMs, clever spreadsheets, internal fulfillment solutions, and more.


En diversity of tools and business flows we’re observing with our customers is astonishing.  We love seeing all of the unique ways our customers take advantage of Inbox and we want to keep supporting everyone as best as possible.


Edificio para ayudar a todos a sacar el máximo partido de Inbox

Para dirigirnos a un conjunto tan diverso de usuarios y casos de uso, ideamos un planteamiento doble:

  1. For the frequently used tools and use cases we created wizard like integrations - these are available on our página de integraciones, out of the box.

  2. Facilite y haga más eficaces las integraciones personalizadas mediante las conexiones personalizadas de Flows .


Integraciones listas para usar Inbox



Basándonos en los casos de uso habituales de los clientes, hemos creado un conjunto de integraciones listas para usar y fáciles de configurar en Inbox que ofrecen a los usuarios de Inbox la posibilidad de actuar en todas las herramientas que utilizan para interactuar con los clientes.


  • Integraciones de plataformas de comercio electrónico - Shopify, WooCommerce, BigCommerce and Magento: Connect your online store to Inbox and empower  your support staff with relevant customer details and order information directly in Inbox 

  • Calendario de Google: connect your calendar to Inbox and quickly send meeting invites to customers directly in the chat window

  • Hojas de cálculo de Google: connect Inbox to Google Sheets to save conversation messages directly in the sheet for further follow up or automation purposes

  • CRM - Hubspot and Pipedrive integrations: synchronize contact information from Hubspot and Pipedrive and display it directly in Inbox when interacting with the customer

  • Slack: send Slack messages directly from Inbox as notifications to your team or triggers for further automated flows


En capabilities of these integrations are constantly evolving and we’re constantly working to add support for new providers so keep an eye on our registros de cambios page for updates.


Custom connections via Flows 

While we build out of the box integrations for customers to get running as quickly as possible, we also want to support customers that need to build custom integrations and behaviors. 


Para ello, creamos Inbox directamente conectado con nuestra herramienta de automatización, FlowBuilder, que puede conectarse a cualquier sistema de terceros que exponga una API a través de pasos Http Get/Fetch.



As long as the product you are integrating with exposes an API that allows for API key/username authentication, you can integrate it inside Inbox at 2 distinct points: Antes de crear un billete Inbox or Una vez resuelta una incidencia.


Antes de crear el billete


Integrating an API before an Inbox ticket is created allows you to pull data from a 3rd party system to  make it available to  the Inbox agent who receives the ticket


A simple example of this type of integration would be pulling data from your CRM system to ensure that the contact information for the customer is up to date before a new ticket is created for them.  Most of our customers are using Inbox to open up new channels of communication to their customers, so a CRM integration is useful to give an Inbox agent full customer details, even if it’s the first time a customer is reaching out on that channel. 


Una vez resuelta la incidencia


Integrating an API after a ticket is resolved allows you to take action based on the ticket that was just resolved. This can be syncing information to 3rd party systems about the particular resolution,  creating reminders/follow up tasks, adding notes about the conversation, and much more.


These types of integrations can quickly get rather complex, especially since APIs are involved - so here is an example of how to connect Inbox to  Zendesk.


Conclusión

We’re really excited to continue helping our customers connect with their customers.  Knowing that Inbox is one of many tools that our customers use in those efforts we will continue to build features that make it easier to integrate Inbox with your existing tool set and take action across your business— all through one dashboard. 


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The right message -> a la right person -> en el right time.

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Your new standard in Marketing, Pay & Sales. It's Bird

The right message -> a la right person -> en el right time.

By clicking "See Bird" you agree to Bird's Confidencialidad.