This article follows on from CRM integrations with Zapier Part 1.

Part 2 - Track your teams actions & results in your CRM

See when customers have been sent a message, and when these are opened and viewed, directly in your CRM. ย Probably the most powerful thing we've done yet, a few of the things this will allow you to immediately do:ย 

  • Track the direct impact of sending messages on churn, retention, or whatever metric you are trying to lift by showing you care.

  • Link to messages sent to specific customers in your CRM for tracking and reference purposes.

  • Track response times, view rates, and AB test your personal onboarding.

N.B. In the video below we set up a Bonjoro > Zapier > Intercom integration - but this can be used as a template for whatever CRM you are using.

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