Supercharge Salesforce with Zingtree AI

Enable standardized and compliant Salesforce workflow automation for Customer Support

Integrate data outside Salesforce effortlessly to answer customers instantly.

Reduce handle times with fewer screens and agent errors.

Build complex support workflows without Salesforce admins with ease.

See Zingtree + Salesforce in Action

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.

Hear it from our customers

Features

Description

Native Integration

Dynamically pull/push data between Zingtree and Salesforce so your agents can work out of one place.

Universal Connector

Allow workflows to connect with any data beyond Salesforce—integrate IVR, ERP, EMR, or any system

Pause & Resume Feature

Transfer cases/tickets in Salesforce from one agent to another, and retain context and tree history.

Record Creation

Automatically create or update customers records.

Actions

Automate data lookups, populate fields, and streamline decisions without manual work.

AI Actions

Use AI to generate call summarization, troubleshooting answers, and product recommendations.

Fully customizable CSS

Customize the look of the decision tree with our built-in themes or add your own CSS.

Dynamic Workflows

Enable agents to drive towards optimal resolution path based on the real-time context.

Advanced Reporting

Advanced reporting to optimize your workflows and manage team performance.

No-Code Builder

Build, review, and publish changes to workflows in real time, without requiring assistance from IT.

Support for Multiple Display Locations

Display workflows in three different ways. Configure Zingtree at Default, Object, and Record levels.

Resources