How to Enrich Customer Data from a CRM or other Business Software

Business Goal: Get the most up-to-date information about a Contact.

Benefits of Enriching Customer Data

Use the latest customer data collected from your CRM or business software to:

  • know if a Contact is an existing customer.

  • give support agents visibility to additional properties about a customer.

  • route customers differently based on their properties.

Methods for Enriching Customer Data

Here are a few ways to enrich customer data from your CRM or business software:

Retrieve customer data from an external CRM or business software using a Workflow

Sync Contact information between HubSpot and IS-Messenger

Add WooCommerce customers as IS-Messenger

ContactsSync Customer Information between Magento and IS-Messenger

Feeling stuck? Do not fear.

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