CRM & contacts
Customer contact details
Keep a customer's contact details together, including alternate addresses, custom information and a company link.
Visitor data mapping for customer identity
Use member information supplied by your website and keep a change of customer identity separate from the previous customer.
Contact matching
Recognise existing contacts using email, mobile and account identities within your website.
Contact merge preview and assignment
Review competing contact details before assigning a visitor or merging contacts.
Customer contact identities across channels
Associate a customer's channel identities with a contact while keeping channel and account identities distinct.
Address book and contact actions
Find saved and recent contacts, inspect their details and open an available contact action.
Contact opt-in and blocking
Record communication permission for customer addresses and block activity associated with a contact.
Contact change history
Review changes to customer details and the contact associations behind them.
Email recipient suggestions
Find email recipients while composing or forwarding a ticket using saved addresses and operator details.
Salesforce connection and operator setup
Connect INSIDE to Salesforce and identify the Salesforce user associated with each operator.
Salesforce contacts
Find, link and edit Salesforce contacts or person accounts from the visitor's contact controls.
Salesforce cases and conversation links
Find and update Salesforce cases and associate case work with the relevant customer conversation.
Salesforce leads and Zendesk contact creation
Capture a visitor's details as a Salesforce lead or Zendesk contact while keeping INSIDE lead capture separate.
Salesforce conversation records and transcripts
Save conversation context and transcripts in Salesforce using the record types selected for your integration.
Dynamics 365 connection and customer records
Connect INSIDE to Dynamics 365 so operators can find, link and update customer records during conversations.
Dynamics 365 cases
Find and update Dynamics 365 cases, add notes and associate a case with a visitor conversation.
Dynamics 365 conversation activities
Keep a Dynamics 365 conversation activity with the transcript, linked customer, ownership and closing details.
Zendesk connection and operator setup
Connect Zendesk using an API token and associate INSIDE operators with their Zendesk agent identities.
Zendesk tickets and contacts
Work with Zendesk customer profiles, tickets and public or private comments beside an INSIDE conversation.
CRM form field configuration
Choose the CRM fields shown and submitted in INSIDE contact, lead and case forms.
INSIDE in Salesforce and Dynamics 365
Use INSIDE within a supported CRM workspace and open the conversation associated with the selected CRM work.
Custom CRM integration
Adapt CRM matching and record updates to an agreed workflow through a Powerfront-managed custom integration.