Why should I use integrations?
Two reasons: to improve communications and to improve your data and so your understanding of your customers
Let's take a couple of typical examples:
Q. You want to make sure your teams hear about customer comments in real-time - but only the comments for their department
A. Use our rules to send out an email based on key words in the verbatims. If you teams use Slack, integrate SightMill directly with Slack and post the verbatims to a #-channel in real time.
Q. You want to post customer comments directly into your CRM system so the customer service team can call customers.
A. Use the Zapier integration to link SightMill to your CRM (for example, Salesforce or Zoho). Link SightMill to Zapier and then Zapier to your CRM. You can now post all, or selected, verbatims directly into your CRM.
How to use webhooks to trigger SightMill to send an email survey
You can link your CRM or application directly to SightMill so that an email survey is sent by SightMill when triggered directly from your application. This is a great way to send an email survey after, for example, a customer service call or when a ...
How do webhooks work in practice?
Let's take an example of integrating SightMill with Salesforce CRM so that SightMill will generate and send out an NPS email survey when you change your contact settings in Salesforce to show the contact has bought your product. (Note: to send ...
Does SightMill have an API?
Yes, we support an API concept called webhooks. Webhooks are an industry-standard, lightweight technology used to pass data between platforms in response to events. As more and more applications use real-time information and events, webhooks are ...
You might have a requirement to send an NPS survey directly from an action on your website or software platform. A few examples are when you need to: Send an email survey if a user clicks on a button on your website Send an email survey if a customer ...
Where are the integration settings?
All the integrations (that is, linking SightMill to another platform or website or software) are managed from your SightMill dashboard. Each Project can be integrated with different platforms - so you might link your email NPS campaign to Salesforce ...