Trengo for Workflows

Streamline Your Customer Communication

​Trengo is a comprehensive customer engagement platform that centralizes various communication channels, enabling businesses to manage customer interactions effectively. Through Trengo's API, developers can programmatically manage customer profiles, facilitating seamless integration with existing systems and workflows.​

Add Profiles

View Data

Edit Info

Unified Inbox

Detailed Information

Actions

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Create Profile

Add a new customer profile to your Trengo account by providing details such as name, email, phone number, and other relevant information. This action helps in building a centralized repository of customer data, enhancing personalized communication and support.

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Get Profile

Retrieve detailed information about an existing customer profile using a unique identifier. This action allows you to access and review customer data, facilitating informed interactions and support.

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Update Profile

Modify the details of an existing customer profile, such as updating contact information or adding notes. This action ensures that your customer records remain accurate and up-to-date.

Detailed Information

Use Cases

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Personalized Communication

Utilize the "Create Profile" action to establish comprehensive customer profiles, enabling tailored communication strategies that resonate with individual preferences and histories.​

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Efficient Data Retrieval

Implement the "Get Profile" action to quickly access customer information, streamlining support processes and reducing response times.​

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Accurate Record Maintenance

Leverage the "Update Profile" action to keep customer information current, reflecting any changes in contact details or preferences, thereby maintaining data integrity.​

Trengo for Workflows

Why Choose Trengo for Workflows?

  • Efficient Customer Data Handling: Organize and manage customer details effortlessly.

  • Seamless Communication: Ensure all team members have access to updated customer profiles.

  • Workflow Automation: Reduce manual work and enhance productivity.

  • Improved Customer Engagement: Deliver better customer service with accurate and accessible data.

Apps Installation and Integration

Custom Actions

Create Profile

Get Profile

Update Profile

Custom Triggers

Lead Created

Company Created

Person Created

Opportunity Created

Project Created

Task Created

Company Updated

Lead Updated

Opportunity updated

Person Updated

Project Updated

Task Updated

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