Get the Most Out of Your Kustomer Contact Data with PieSync

Cloud-based technology has revolutionized the way small businesses work. Nowadays, entrepreneurs can access top platforms without spending a fortune or hiring a team of developers. Next to the dozens of benefits cloud applications offer, there comes a challenge: Not all apps “talk” to each other.

Most business tools collect valuable customer and prospect information in different stages of a customer’s journey. But when the apps you use across the sales process are not communicating, you’re left with the inevitable data silos.

To prevent this problem, Kustomer offers several integrations with leading applications, including PieSync (who by the way is connected with 180+ other business tools).

What’s PieSync?

PieSync is a contact synchronization solution for business tools that works 2-way and in real time. Wait… What? Let’s break it down: PieSync consolidates contacts from multiple cloud-based applications in sync. The “2-Way” means that whenever you add or modify a contact in one app, that update is synced back to the other app, and vice versa. The value of bidirectional syncing is that your data will be accurate across all your apps.

Translation: no more out-of-date contact data and no more import/export!

PieSync in Action

With PieSync, you can enrich Kustomer to create a 360º view with data from your CRM, Marketing Automation, Payment processing platform, etc. PieSync allows you to automatically translate all types of data attributes into Kustomer, providing you with the most up-to-date information. This data can be used in different ways to automate, personalize and prioritize your Kustomer conversations and keep your ticket management organized.

By enabling seamless access to rich data, PieSync allows you to exponentially increase your customers and lead engagement rates. Thanks to its Intelligent Rules, you are able to set up more intuitive and complex conditions to automatically create and update your best-of-breed cloud applications. PieSync also supports field mapping to help you associate information fields, including custom fields.

 

Kustomer in Action

Many businesses around the world are working with more than one business application. Wouldn’t it be nice to create your own ecosystem of best-in-class applications?

By leveraging valuable data from many different data sources, you can create a highly personalized experience for your current and new customers. Not only will you be able to create a more dynamic user experience, but you will also be able to define more efficient Business Rules, conditional branching and multi-step workflows that will allow your team to be more productive.

Some examples:

  • Assigning conversations to specific users or teams based on CRM ownership
  • Prioritizing customers accordingly based on billing information
  • Assigning conversations to the right agent based on language
  • Sending automated responses based on the Contact Type of the CRM
  • Updating customer attributes based on conversation attributes and syncing them to your other applications

Top syncs for Kustomer users

Accounting Apps:

  • Kustomer and Quickbooks
  • Kustomer and Xero
  • Kustomer and Chargebee

 

CRMs:

  • Kustomer and Salesforce
  • Kustomer and HubSpot
  • Kustomer and Copper
  • Kustomer and Pipedrive

 

VoIP apps:

  • Kustomer and RingCentral

 

Check all the apps you can sync with!

Configure a connection between Kustomer and another app

 

Need help configuring your sync? Visit PieSync’s Support Center!

About the Author:

Claudia Martinez is a Digital Content Marketer at PieSync. This tech-savvy communicator and marketing expert, creates awesome content and shares on social media what’s going on in PieSync.