Customer Relationship & Service AutomationPurpose
1.2 Enable wholesale HVAC businesses to manage inquiries, service requests, escalations, and feedback from multiple channels without platform switching.
1.3 Enhance service quality, reduce response times, and maintain full communication history linked to customer records for improved CRM.
Trigger Conditions
2.2 New customer entries or updates in existing CRM systems.
2.3 Service request submission detected via website or app interaction.
2.4 Escalation flags from unsatisfied customers or missed communications.
Platform Variants
• Feature/Setting: Set up webhook trigger for incoming SMS; endpoint: /sms/inbound, action: forward payload to dashboard.
3.2 SendGrid Email
• Feature/Setting: Configure Inbound Parse webhook; endpoint receives customer emails, pushes content to central dashboard.
3.3 Facebook Messenger
• Feature/Setting: Use Messenger Platform Webhook; subscribe to messages and connects to dashboard API.
3.4 WhatsApp Business API
• Feature/Setting: Register webhook for incoming messages; auto-forward text/media to dashboard integration endpoint.
3.5 Slack
• Feature/Setting: Enable Slack Events API for message events; configure to forward specified channel messages to dashboard.
3.6 Zendesk
• Feature/Setting: Activate trigger on new ticket or comment; use API to push event data to dashboard.
3.7 Freshdesk
• Feature/Setting: Set up webhook trigger for new conversations; configure target as dashboard API for handling tickets.
3.8 HubSpot
• Feature/Setting: Utilize Webhooks API on new contact activity; forward all communication notes to the dashboard.
3.9 Intercom
• Feature/Setting: Enable Conversation Created webhook event; send payload to dashboard REST interface.
3.10 Microsoft Teams
• Feature/Setting: Subscribe to new messages in channels using Microsoft Graph API; auto-forward relevant data.
3.11 Google Chat
• Feature/Setting: Configure Google Chat webhooks for new messages; route data to dashboard endpoint.
3.12 RingCentral
• Feature/Setting: Use Webhook Subscriptions for SMS and calls; push events to dashboard handler.
3.13 Zoho CRM
• Feature/Setting: Set workflow to trigger on new notes or emails; invoke dashboard API via webhook.
3.14 LiveChat
• Feature/Setting: Webhook for new chat events; send message and customer metadata to dashboard pipeline.
3.15 Telegram Bot API
• Feature/Setting: Create bot webhook; forward updates/messages to dashboard processing route.
3.16 Google Voice
• Feature/Setting: Enable SMS notifications by email; set email-to-dashboard ingest for message flow.
3.17 Mailgun
• Feature/Setting: Configure Routes for inbound messages; HTTP POST to dashboard endpoint.
3.18 Aircall
• Feature/Setting: Register Webhooks on new calls/messages; send event data to dashboard for activity tracking.
3.19 Genesys Cloud
• Feature/Setting: Set up notification subscriptions for voice/SMS/chat; forward events to dashboard handler.
3.20 Salesforce
• Feature/Setting: Configure Process Builder with 'Send Custom Notification' on activities; use dashboard endpoint as destination.
3.21 Discord
• Feature/Setting: Enable webhook on message or mention event; integrate with dashboard data push mechanism.
3.22 Shopify
• Feature/Setting: Use Webhook for order notes/comments or chat; relay to dashboard.
3.23 Zoiper
• Feature/Setting: Configure SIP log events; upload call logs and voice messages via REST API to dashboard.
Benefits
4.2 Full traceability and history for audits, training, and quality assurance.
4.3 Quick access to all conversations helps resolve disputes and improves customer satisfaction.
4.4 Enables granular reporting and analytics of customer interaction data.
4.5 Facilitates seamless internal collaboration among sales, support, and field teams.