Import contacts and start attending customers right away
CloudTalk
0:00 / 0:00
Import contacts and start attending customers right away
3 300 просмотров · 3 г. назад
CloudTalk
4,57 тыс. подписчиков
3 300 просмотров · 3 г. назад
You can't properly attend to customers when you don't have their contacts saved, right? In this video, we will explain how to import contacts to your CloudTalk account easily and efficiently via CSV file, Integrations, API, or manually.
What You'll Learn:
How to import contacts via CSV, API, or integrations
The CSV formatting rules for a clean, error-free import
How CloudTalk automatically merges duplicate contacts
How to add custom attributes to organize your contact data
How to sync contacts from your CRM through integrations
Chapters:
00:00 Intro
00:20 Contacts dashboard tour
02:03 Import via CSV file
06:34 Import via integrations
08:43 Import via API
10:18 Add contacts manually
CloudTalk is a cloud-based VoIP call center software designed to empower your customer service and sales operations. It features powerful tools to automate and optimize routine tasks, leading to better customer care and higher employee efficiency.
#ContactImport #CRMIntegration #CallCenterSoftware #CloudTalk