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How to integrate tools in Totango

Overview:

Integrating tools in Totango can significantly enhance your workflow and streamline your customer success processes. Follow this guide to seamlessly integrate tools into Totango, providing a unified platform for efficient customer management and success.

1. Start by clicking the side menu icon.

1 Click here

2. Next, navigate to the 'Settings' option.

2 Click on "Settings"

3. Now, select 'Data Management' from the settings list.

3 Click on "Data Management"

4. Proceed to 'Customer Data Hub'.

4 Click on "Customer Data Hub"

5. Choose the field for your desired tool integration.

5 Click on "Support & Ticketing"

6. Lastly, browse available integrations to find the perfect fit for you.

6 Click on "Available Conne..."

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