Subject: Yonyx Data Connector
From: Yonyx Team <[email-masked]>
To: Ashish <[email-masked]>
Date: Tue, 22 Feb 2022 17:59:43 +0000
List-Id: 7c9d8327afe30e2ddeeb06ab5mc list <7c9d8327afe30e2ddeeb06ab5.252385.list-id.mcsv.net>

Read/Write data elements from your CRM 

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** YONYX DATA CCONNECTOR
Read/Write data elements from your favorite CRM.
------------------------------------------------------------
Dear Customer

We are pleased to introduce Yonyx Data Connector, for customers on Yonyx Enterprise Plan. This connector allows you to read/write from data elements in a 3rd party system such as Salesforce (or your internal CRM system) and use this data (e.g claim-no, client name, warranty-status, etc.) to:
https://calendly.com/yonyx/yonyx-data-connector
* Display relevant data within Yonyx Guides - e.g.
+ Show Customer name
+ Show Customer address
+ Show registered phone number
+ etc.
* Set skip conditions based on such data elements - e.g.
+ Customer is covered by warranty - skip towards Yes or No
+ Customer is located in a given state - skip towards state specific branch
+ Customer is being called again - skip towards a branch based on number of calls previously made
+ etc.
* Update & write back fields to the 3rd party system, from within Yonyx Guides - e.g.
+ Let me make sure I have the right contact information for you - name, address, phone, email
+ How can I help you? - Capture notes
+ Before I schedule a meeting time, can I ask you a few questions about your current mortgage? - Capture current mortgage interest, amount, value of property.
+ etc.

Imagine your Agents not having to click through individual steps in Yonyx Guides - but instead, the guides read data from your CRM and skip over multiple steps along a path, based on the value of fields of ticket data.

Have questions? Please click here (https://calendly.com/yonyx/yonyx-data-connector) to schedule a meeting.

Team Yonyx
http://corp.yonyx.com (http://corp.yonyx.com/)
Links:
Read customer reviews (https://www.capterra.com/p/130406/AGI-Self-Service/reviews/)
Write a Review of Yonyx (https://reviews.capterra.com/new/225031/dd52173c-8cb5-4371-b81d-791b1a68d98a?lang=en)

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