Turn every agent into an expert with Zingtree + Salesforce.

Elevate agent productivity through agent workflows that integrate directly into Salesforce to direct your agents to the next best action in just a few seconds.

Auto-fill CRM fields based on customer answers or agent actions
Show agents the exact words to say
View every step taken while using your decision tree

Improved agent productivity.
All from one screen.

Run a smarter and more productive contact center by embedding Zingtree in your Salesforce workflow to dynamically pull/push data between so your data is always synced and your agents can work out of one place.

Boost call compliance

Review and approve agent workflows ahead of go-live to ensure compliance with internal policies.

Reduce agent ramp time

Easy-to-follow agent workflows reduce the training time required to get new agents up to speed.

Improve AHT and FCR

Our interactive workflows direct agents to get to resolutions faster, and with fewer escalations.

How it works

1. Build a workflow

Create agent workflows with bite-sized info to direct your agents to the next best action - with no code required.

2. Integrate it

Embed your workflow into Salesforce so your data is always synced and your agents can work out of one place.

3. Follow it

Say goodbye to hunting for answers while keeping your customers on hold. Empower your agents to have all the right answers at the right time.

Improved agent productivity by reducing agent ramp time from 3 weeks down to 3 days

Mike Jennings

Vice President of UK Operations

Improved agent ramp time by one week and cut call handle times by 2.5 minutes

Monika Aufdermauer

Head of Customer Experience

Native Integration
Dynamically pull/push data between Zingtree and Salesforce so your agents can work out of one place.
Pause & Resume Feature
Lets you transfer cases/tickets in Salesforce from one agent to another, and retain context and tree history.
Record Creation
Automatically create or update customers records.
Instant Notes
Help your agents in Salesforce save tons of time by creating a notes summary page that can be copied as an editable internal note with just one click.
Automated Triggers
Initiate actions like SMS, emails and escalations based on triggers and responses within your conversational workflow in Salesforce.
Fully customizable CSS
Customize the look of the decision tree with our built-in themes or add your own CSS.
Allows you to integrate sophisticated logic into your conversational workflow, so your agents always have the right answer at the right time no matter how complex the workflow is.
Advanced Reporting
Advanced reporting to optimize your scripts and manage team performance.
No-code authoring tool
Enables your support team to build, review and publish changes to conversational workflows in real time, without requiring assistance from IT.
Custom Webhooks
Exchange Zingtree data with other applications outside of the main integration.
Nested Objects
Read and write data on related Salesforce objects using embedded trees. For instance, if you're in a case object, you can send data to an account object, without having to leave the case object.
Email Composer
Specify and fetch email templates and folders. Generate emails based on templates, with Zingtree variables auto-populated. Leverage CC, BCC, and Normal recipients list. Choose the sender's email address from the organization's list. Link emails to a case and get responses to an address from which the first email originated.
Support for multiple display locations
Display trees in three different ways. Configure Zingtree at Default, Object, and Record levels.


Salesforce x Zingtree Data Sheet

Ebook Guide - Reducing Agent Ramp Time

How to integrate