Zingtree + Salesforce

Enable standardized & compliant Customer Support

Improve FCR by 50%

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

Reduce AHT by 25%

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

Cut up to 70% of costs

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

How it works

1. Set up a data connector

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

2. Build SFDC Workflows

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

3. Automate actions across systems

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

Explore the Salesforce - Zingtree Integration

Watch our demo to see how Salesforce seamlessly integrates with Zingtree. Discover how this powerful connection enhances workflow automation and streamlines processes.

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Hear it from our customers

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Todd Sale

Senior VP CX Operations

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Fiona Green

Senior CX Manager

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Mike Jennings

VP of UK Operations

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Monika Aufdermauer

VP of User Success