Summary
Overview of Accoil workflows and how they turn customer health insights into real-time actions across different tools.
How this helps
Empowers teams to automate tasks, receive alerts, and integrate Accoil data seamlessly into other platforms.
What are Accoil Automations?
Accoil Automations help you turn customer health insights into actionable workflows in your favorite tools. Each automation rule consists of:
A specific trigger (specific conditions that activate the automation).
A destination (where the data is sent).
An action (what happens when the trigger is met).
Types of Workflows
With Accoil Workflows, you can:
Send real-time or daily alerts to Slack – Keep your team informed of important customer health changes.
Create tasks in Hubspot– Automatically generate follow-up actions based on user behavior.
Set up Webhook destinations – Trigger actions in applications like Zapier to integrate with other tools.
Add tags to users and accounts in Intercom – Define health scores and segments, sync them with Intercom, and send personalized messages based on customer behavior.
By automating these processes, you can proactively engage customers, reduce churn, and improve retention without manual intervention.