Supercharging Your Tech Stack with Totango: Streamline Your Workflows

In this blog series, we discuss different Totango integrations that help to harness the powers of all of your technology platforms into one dynamic system. The Totango API provides a full customer 360 view and helps improve your team’s efficiency so you can take your customer success to the next level.   

This article explores Totango’s workflow integrations including Segment and Zapier, but these are just a few of the ways you can automate and streamline your workflows with Totango.

In 2009, Apple debuted its “There’s an app for that” commercials – and started a worldwide phenomenon. The phrase spread like wildfire and has provided fodder for cheesy dad jokes to this day. While back then, there were around 100,000 apps available for download, today, there are literally millions of apps on the market. So many, in fact, that there might actually be an app for everything.  

Apps are a great resource for helping to improve your efficiency and organization both at work and in your personal life. There are apps for email, taking notes, tracking calendar events, posting to social media and so much more. And while these apps are extremely helpful, they can also become a bit of a time suck. That’s where workflow automation tools can help.

What is Workflow Automation?

Workflow automation technology uses rule-based logic to help automate manual tasks. It allows businesses to streamline repetitive tasks – like sending emails or creating calendar invites – and free up more time and attention for important tasks. By leveraging this technology, companies can save time and money, decrease errors, and boost productivity.

Workflow Automation and Customer Success

Automating workflows is especially useful when it comes to your customer success goals. Automating your CS teams’ work makes it easier to scale your customer success, provide more value to your customers and free up time for your CS team to focus on high-impact projects.

Combining workflow automation technology with a customer success solution, like Totango, allows you to turn data into goal-oriented, results-based action. Together, these tools are able to use data to trigger actions and drive proactive, personalized engagements that create a more consistent experience, and ultimately, increase renewals and reduce costs.

Totango integrates with a number of workflow automation tools, including:

Segment.io

Segment is a customer data hub that allows businesses to send data to and from any platform or device. It generates messages about what is happening on a company’s website or app and then translates the content of those messages into different formats to be used by other tools. With Totango’s Segment integration, you are able to save time and improve efficiency by automating workflows, streamlining repetitive tasks, and gain greater insight into how customers use your product to identify and act on any risks.  

Zapier

Zapier is an online automation tool that connects thousands of apps into workflows to automate repetitive tasks without having to code or rely on developers to build out integrations. It allows users to import and export data through various apps and also provides users with access to their task history. With Totango’s Zapier integration, you are able to instantly connect with more than 2,000 apps to automate your work and streamline tasks. It also allows you to pull in all of your data in combination with key customer metrics from other data platforms to help you gain a holistic view of usage and analytics from different product sets.

Start Streamlining Your Processes

Check out all of the integrations Totango provides to help you connect your customer data streams to reflect the unique, personal, and value-driven relationships you have with your customers. And when you’re ready to start increasing your team’s efficiency and cutting out unnecessary manual work, sign up for Totango for free at Totango.com/sign-up.