What’s new on ChurnZero’s platform? This month: a Microsoft Teams Meetings integration, Salesforce reporting for broader teams, expanded AI Knowledge Sources, and more ways to surface support context across your customer conversations.
Sync Microsoft Teams meeting details automatically.
- What to know: Meeting summaries, status, and participant information from Microsoft Teams now sync automatically with ChurnZero.
- How it helps you: Your team always has the right context for every customer engagement.
Share ChurnZero reports directly in Salesforce.
- What to know: Snapshot AI summaries, Custom Dashboards, Account Insights, and Renewal Hub reports can now be shared to Salesforce through a one-time setup.
- How it helps you: Give your broader organization real-time customer insights.
More Knowledge Source integrations.
- What to know: Knowledge Sources now extend to Consult and Scribe, with new integrations for SharePoint, Intercom Articles, and Notion.
- How it helps you: Greater context for emails and Success Plans.
Learn more: AI Agents, ChurnZero Integrations
More enhancements:
- Ticket integrations, expanded — A new Intercom Tickets integration joins enhanced Freshdesk and Jira Service Management integrations to surface tickets in profile timelines and expand Engagement AI’s sentiment, topic, and relationship health analysis.
- Meeting notes, easier to share — Share notes via direct link, email, Slack, or Teams, and @mention teammates to loop them in. Meeting cards now also appear on account profile timelines for contact participants outside the primary account.
- Snowflake, now with key-pair authentication — Eliminates the need to reauthorize every 90 days.
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