Pivotal Integration Salesforce Zendesk

Integrate Pivotal with Salesforce, Zendesk or your existing CRM

When your agents are supporting software, or connected products, they need all relevant product information and known quality issues at their fingertips. But that is hard when your support teams work in CRM and your product and development teams work across Pivotal, Arena and other product systems. It’s time consuming for agents to open up lots of different screens while a customer waits on the phone, and copying or re-keying data across systems is a very error-prone process.

FlowEQ helps customer support teams instantly open new bug reports in Pivotal without leaving their existing CRM screens. Whether your customer service team uses Zendesk, Salesforce Service Cloud, or Freshdesk, they can use Flow EQ’s pre-built integration to Pivotal to complete their troubleshooting and customer support workflows 10x faster, while still working within the CRM screens they use every day.

Our pre-built Pivotal integration with Salesforce Zendesk, Fresh and Zoho makes it easy to:

  • Get through cases and tickets faster by enabling agents to search Pivotal records for information needed to handle customer support cases all from within your existing CRM screens
  • Accurately track product quality issues by automatically attaching cases or tickets to an Pivotal base of known product issues
  • Automatically track and analyze important areas of your customer support process by auto-adding new records to any Pivotal based on actions taken by your agents in your CRM system
  • Increase accuracy by ensuring your Pivotal data is always in sync with your CRM
  • Provide great customer service by speeding up your customer support processes and empowering agents to resolve issues on the first call
  • Ensure SOPs are followed 100% with error-proof workflows that eliminate errors and ensure all data is always captured correctly in both your CRM and Pivotal
  • Onboard new agents faster with interactive decision trees right inside Salesforce or Zendesk that get them up to speed in hours instead of days

FlowEQ saves customers time and money everyday

5M

Support tickets accelerated

10x

Faster customer resolution

100%

SOP
compliance

50x

Faster agent
onboarding

FlowEQ Process Acceleration Platform

FlowEQ orchestrates data and automates steps behind the scenes while accelerating your employees through error-proof workflows. The FlowEQ Process Acceleration Platform is a no-code workflow automation software solution that helps you build interactive decision trees, ensure high-stake processes are followed every time, and measure and drive insights for constant improvement.

Pre-integrated with all the other systems customer service teams need to interact with

FlowEQ is an absolute miracle for a business like ours with complex troubleshooting workflows. I wish I had access to it in all of my previous businesses.

John Doe, CEO
Acme Inc.

Ready to speed up your team’s recurring work?