Desk x CRM Integration
Howdy! We currently use SalesIQ but we are considering moving across to Desk as it seems to have more functionality that we want.
One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need to make the switch.
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One of the pulls is the ability for our customers to self serve. But, I might be getting over excited and not actually need to make the switch.
We want a customer to be able to access basic information on their account and update it, too, but the sync from/to CRM is too basic, from what we can see.
Does anyone know if there is a way to do this? We would need to perform some initial checks to verify the customer's identity, and then we want to be able to list the fields they can update. We then want that to push straight across to CRM. The fields are all custom fields, though, not the standard ones.
Does anyone know if there is a way to do this? We would need to perform some initial checks to verify the customer's identity, and then we want to be able to list the fields they can update. We then want that to push straight across to CRM. The fields are all custom fields, though, not the standard ones.
Am I dreaming that this is possible?!
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