Interactions
A unified view of all Customer Engagements
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A unified view of all Customer Engagements
Last updated
Was this helpful?
The Interactions feature in Atlas CRM allows you to track all your customer engagements in one place. By logging interactions such as emails, calls, and meetings, you gain a comprehensive view of your communication history with each customer. This feature supports both manual entry and automated imports from platforms such as Outlook, Gmail, and Jira Service Management, providing flexibility in capturing all relevant touchpoints.
There are several ways to start logging interactions in Atlas CRM. You can manually create interactions by going to a customer's interactions page, see the image above.
Apart from manually creating integrations, you can also automatically log emails from Gmail and Outlook, and requests from Jira Service Management.
Manual InteractionsYou can automatically store emails from Gmail as interactions in Atlas CRM, ensuring important conversations are saved and accessible for your coworkers. Additionally, you can add participants from Gmail directly as contacts in Atlas CRM, making it easy to keep your customer records complete. Check out our dedicated documentation pages to learn more.
InstallationFeature overviewAdmin settingsYou can automatically store emails from Outlook as interactions in Atlas CRM, making important conversations accessible for your coworkers. You can also add participants from Outlook directly as contacts in Atlas CRM, ensuring your customer data stays up to date. Check out our dedicated documentation pages to learn more.
InstallationFeature overviewAdmin settingsService requests from your customers can also be automatically logged in Atlas CRM. You can do this by enabling the Interactions automations blueprint for your Jira Service Management projects.
Jira Service Management Requests