Automate Uploading of Customer Contact Data | Voters

Automate Uploading of Customer Contact Data

Malcolm Stone

Customer Voice should be able to connect to any client CRM to pull their customers' name, email, phone number info automatically to request reviews.

March 6, 2023

Jehan Zouak

Merged in a post:

Allow Zapier integration for auto-import of contacts in Customer Voice

Kristi Rinehart

Be able to take a CSV file and use Zapier to upload contacts into Cust Voice

September 27, 2023

Jena Apgar

THIS.... I just need a Zapier connection that can add in the info from ANY CRM system easily to get it started. Manual upload is insane given the easy of automation

Thomas Mueller

Yes, an easy API is needed to feed in data from 3rd party systems. This could be a WebHook, Cron Process to upload CSV or maybe even a Zapier hook or such.

Derek Fox

Yes please ASAP