April 2022 Edition
This article highlights the April 2022 product updates for Staircase AI, including the new Salesforce integration that enables automatic syncing of account and contact data, and the launch of the Zendesk integration to display customer support tickets in the Activity tab and engagement metrics.
π‘ 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:
π€ 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:
