Integration and data exchange

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In this article, we will tell you in more detail how integrating a chat platform with a CRM helps improve the quality of customer service, and what results you can achieve.



The process of exchanging changsha mobile number database data between CRM and various chat platforms occurs according to a similar principle of two-way data exchange. For example, when integrating the LiveTex chat platform with CRM, when a client contacts the company in one of the communication channels, a code is launched that recognizes this client by a unique identifier and asks the CRM to transfer the client's attributes to LiveTex. After receiving the attributes from the CRM, they are displayed in the RMO. When the operator closes the dialogue with the client, the platform sends data with the interaction history to the CRM via webhook.

This is safe, since when receiving data from the CRM to the platform, the client information is encrypted twice: when a request is sent to the CRM, and when a response is received from it, and the client attributes are transferred to the platform.

The settings for data transfer processes are universal, and companies, with the help of their developers, can build their own logic for receiving and saving data: from the specifics of client identification to displaying data in the client card.

What tasks does integration with CRM solve?