Supercharge Salesforce with Zingtree AI | Integrations & Automation

Harness the power of Zingtree AI inside Salesforce. Simplify and automate your complex customer support processes, from opening through resolution.

Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Auto-fill CRM fields based on customer answers or agent actions
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
View every step taken while using your decision tree
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
View every step taken while using your decision tree
Show agents the exact words to say
Show agents the exact words to say
Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
Agents don’t waste time searching through knowledge base articles
Auto-fill CRM fields based on patient answers or agent actions
View every step taken while using your workflow
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Improved agent productivity.
All from one screen.

Enable standardized & compliant Customer Support

Boost call compliance

Improve FCR by 50%

Review and approve agent workflows ahead of go-live to ensure compliance with internal policies.

Empower agents with step-by-step guidance to avoid escalating calls to a higher level of support.

Reduce AHT by 25%

Easy-to-follow agent workflows reduce the training time required to get new agents up to speed.

Automate actions across enterprise systems so agents don't waste time juggling multiple screens.

Cut up to 70% of costs

Our interactive workflows direct agents to get to resolutions faster, and with fewer escalations.

Reduce training overhead and compliance errors with AI-powered workflows that ensure every agent follows the right process.

How it works

1. Build a workflow

1.

Set up a data connector

Create agent workflows with bite-sized info to direct your agents to the next best action - with no code required.

Connect Salesforce with Zingtree using our out-of-the-box connector. Select which data to use in workflows.

2. Integrate it

2.

Build a workflow

Embed your workflow into Salesforce so your data is always synced and your agents can work out of one place.

Create workflows to ensure compliance and guidelines using our no-code environment.

3. Follow it

3.

Automate actions across systems

Say goodbye to hunting for answers while keeping your customers on hold. Empower your agents to have all the right answers at the right time.

Automate data lookups, populate fields, and streamline decisions, removing agent guesswork.

Hear it from our customers

Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Todd Sale
Senior VP CX Operations
Fiona Green
Senior CX Manager
Mike Jennings
VP of UK Operations
Monika Aufdermauer
VP of User Success
Features
Description
Native Integration
Dynamically pull/push data between Zingtree and Salesforce so your agents can work out of one place.
Universal Connector
Allow workflows to connect with any data beyond Salesforce—integrate IVR, ERP, EMR, or any system.
Pause & Resume Feature
Transfer cases/tickets in Salesforce from one agent to another, and retain context and tree history.
Record Creation
Automatically create or update customer records.
Actions
Automate data lookups, populate fields, and streamline decisions without manual work.
AI Actions
Use AI to generate call summarization, troubleshooting answers, and product recommendations.
Fully customizable CSS
Customize the look of the decision tree with our built-in themes or add your own CSS.
Dynamic Workflows
Enable agents to drive towards optimal resolution path based on the real-time context.
Advanced Reporting
Advanced reporting to optimize your workflows and manage team performance.
No-Code Builder
Build, review, and publish changes to workflows in real time, without requiring assistance from IT.
Support for Multiple Display Locations
Display workflows in three different ways. Configure Zingtree at Default, Object, and Record levels.

Resources

How to integrate

How to access external articles in Salesforce

How to reduce screens for agents

Improved agent productivity by reducing agent ramp time from 3 weeks down to 3 days

Mike Jennings

Vice President of UK Operations

Improved agent ramp time by one week and cut call handle times by 2.5 minutes

Monika Aufdermauer

Head of Customer Experience