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. Probably the most powerful thing we've done yet, a few of the things this will allow you to immediately do:
- 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.