April 2022 Edition

Staircase AI April 2022 Product Updates

K
Written by Kate Neal
Updated over a week ago

๐Ÿ’ก Get your Salesforce account and contact data in smoothly

Integrate with Salesforce to automatically update your Staircase account with new customers flowing into your book of business. Along with any changes made for existing accounts/contacts.

Simply go to the integrations tab in the settings page, and follow the mapping steps:

๐Ÿค– The more data the merrier: Connect Zendesk

Zendesk integration is LIVE: get even more visibility into your customer communications via Zendesk support tickets.

Staircase will pull in new tickets created by your clients and show them in the Activity tab and Engagement stats.

Simply go to the integrations tab in the settings page, and enter your Zendesk subdomain:

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