2. See information from other applications in summary objects where they are interacting with customers
3. Knowledge is power, the more information centralised on the customer enables better support and more effective sales
4. This is possible in other CRMs such as Salesforce, information from other applications can also be displayed in dedication tools like LiveChat or Kustomer.
5. Envisioning in the Chatflow inbox when communicating with a customer (down the righthand side is contact info, create a ticket, past CSAT score.... you should also be able to pull through a CRM Card.
Thanks, @01184@mickhansen, for submitting the idea. I am interested in getting more understanding of your examples if you don't mind. Would it be okay to set up 20 min call to discuss these? My meeting link: https://meetings.hubspot.com/sparikh1
With the intro of CRM Development tools, this takes us a step closer but we just need to be able to add our newly development cards to the right sidebar of conversations.
Thanks, @01184@mickhansen, for submitting the idea. I am interested in getting more understanding of your examples if you don't mind. Would it be okay to set up 20 min call to discuss these? My meeting link: https://meetings.hubspot.com/sparikh1
@sejal_parikh Our case is as described, pretty straight forward. We use HubSpot Conversations (the Inbox tool) as a support tool. We would like to display relevant details about the contact from our systems as a card in the conversations view. This works for contacts and companies but requires an extra click when viewing a conversation.
