Asana is a powerful project management platform that helps teams organize tasks and collaborate effectively. Integrating Asana with Omni24 enables real-time ticket-to-task conversion. It helps teams to gain enhanced visibility into customer issues while streamlining resolution workflows efficiently.Integrating Asana with Omni24 enables real-time ticket-to-task conversion. It helps teams to gain enhanced visibility into customer issues while streamlining resolution workflows efficiently.Why connect Veemo Support and Asana?Convert Tickets to Tasks - Transform customer support tickets into actionable Asana tasks for proper tracking and accountabilityConsolidate Customer Feedback - Link multiple customer complaints to existing Asana tasks to measure issue impact and prioritize fixesCross-Team Collaboration - Enable support and development teams to work from unified data, ensuring customer issues reach the right specialistsConnecting Asana with Omni24Step 1: From your Omni24 dashboard, navigate to Settings > API & Integrations > Integrations to view all available third-party integrations.Step 2:  Locate the Asana integration and click on it to view the integration details and connection options. ​​Step 3: Click the "Connect Asna" button to begin the authorization process Step 4:  A "Connect to Asana" page appears. Select which Omni24 inbox you want to connect with Asana from the dropdown menu.​​Once you've selected your inbox, click the "Connect" button to proceed to Asana authorization.Step 5: You'll be redirected to Asana’s authorization page titled Grant all permissions to connect successfully​​Review the permissions carefully and click on “Allow” to complete the connection.Your Asana account is now successfully integrated with Omni24 with all the selected inboxes. How to Create an Asana Task from a Customer ConversationAfter integrating Asana with customer service software, you can easily create tasks directly from customer conversations. You can attach Conversations to tasks, providing complete context for efficient resolution.Step 1: Navigate to Inbox > Customer conversation for the Conversation list for which you want to create an Asana task.Step 2:  Under the customer profile from the right profile panel, click on the Asana dropdown listStep 3: Select “Open New Task” to create a new task in Asana from a customer conversation​Step 4: A pop-up page appears as “create new task” where you need to enter the detailsNote: these details will be related to the project and workspace to which the task belongs​​Fields for creating tasks:Name: Title for the task based on the customer issueDescription: detailed context about the customer's issue.Workspace: Asana workspace where the task should be createdProjects: Relevant projects to categorize the task for better organization.Parent Task: Link to a larger task if it is a part of a broader issue.Assignees: Assign agents to handle the task.Tags: Add labels for easy filtering and quick identification.Due Date: Set a deadline for task completion based on SLAAdd Task to conversation:  Enable this checkbox to link the created task with the original conversation for context tracking.Once done, click on “create and link task”. You view it from the left profile menu as new task linked​In Asana, you can see a new task created from Customer Conversation as​Attach Existing Asana Task with a ConversationStep 1: Under the Asana task drop-down list in the left profile panel of the Omni24 inbox, click on “attach existing task” buttonStep 2: A pop-up page appears as “attach existing task,” where you need to enter the details​​fields for attaching conversations to existing tasks:Workspace: Select the Asana workspace where the existing task is located. It helps narrow down the available tasks to choose.Project: A Specific project containing the task you want to link to further filters the task list.Task: Existing task from the dropdown menu that relates to the customer conversation. This could be a previously created task that this conversation should connect.Once done, click on “link”. To successfully link an existing Asana task with a conversation​​In Asana, you can see the existing tasks assigned to the conversation from Omni24 as ​​

ClickUp is an advanced project management platform that centralizes tasks and workflows. It offers teams tools for organizing projects and tracking progress efficiently across departments.The integration creates seamless ticket-to-task conversion workflows and improves response times. Teams gain better visibility into support requests while maintaining organized project management.Why connect Omni24 with ClickUp?Convert challenging support tickets into ClickUp tasks for specialized team members to resolveTransform customer feature requests into ClickUp tasks within product development workflows for prioritizationView ClickUp task progress directly from support conversations to update customers on resolution timelines accuratelyConnecting ClickUp with Omni24Step 1: From your Omni24 dashboard, navigate to Settings > API & Integrations > Integrations to view all available third-party integrations.Step 2:  Locate the ClickUp integration and click on it to view the integration details and connection options. ​​Step 3: Click the "Connect ClickUp" button to begin the authorization processStep 4:  A "Connect to ClickUp" page appears. Select which Omni24 inbox you want to connect with ClickUp from the dropdown menu.​​Once you've selected your inbox, click the "Connect" button to proceed to ClickUp authorization.Step 5: You'll be redirected to the ClickUp Account selection page, where you have to select an account and click on Connect Workspace ​You will now be redirected to the Omni24 account, where you will be notified that ClickUp successfully connectedHow to Create a ClickUp Task from a Customer ConversationAfter integrating ClickUp with Omni24, you can easily create tasks within ClickUp from customer conversations. Teams can attach entire conversations to tasks for better context.Step 1: Navigate to Inbox > Customer conversation for the Conversation list for which you want to create a ClickUp task.Step 2:  Under the customer profile from the right profile panel, click on the ClickUp dropdown listStep 3: Select “Open New Task” to create a new task in ClickUp from a customer conversation​​Step 4: A pop-up page appears as “create new task” where you need to enter the details​​Essential fields to consider:Name: Title for the task based on the customer conversationDescription: Detailed description of the problem or requestWorkspace: ClickUp workspace where the task will be createdSpace: Specific space within your workspace for task categorizationList: Pick the appropriate list to organize similar customer-related tasksParent: Link this task to a Main task or projectAssignees: Assign team members for resolving the customer issueTags: Relevant labels for easy task filtering and organizationPriority: Urgency level of the task based on conversationsAdd Task to conversation: This checkbox links the task directly to the customer conversation to ensure all context remains accessible for seamless tracking.Once done, click on “Submit”. Note: You can also unlink a task from the conversation by clicking on “Unlink Task.”In ClickUp, you can see a new task created from Customer Conversation as​​Attach Existing ClickUp Task with a ConversationConnect support tickets with existing ClickUp tasks for project continuity and prevent duplicate work. It is essential when multiple customers report similar issues or when tickets relate to ongoing technical work already being tracked.Step 1: Under the ClickUp task drop-down list in the right profile panel of the Omni24 inbox, click on the “attach existing task” button​Step 2: A pop-up page appears as “attach existing task” where you need to enter the details​​Field to consider:Workspace: ClickUp workspace containing your existing taskSpace: Specific space within the selected workspace where task is presentList: List that includes the task you want to link to the conversationSelect Task: choose the specific existing task from the results based on workspace, space and selected listOnce done, click on “link”. To successfully link an existing ClicpUp task with a conversation. In Omni24, you can view it as In Asana, you can see the existing tasks assigned to the conversation from Omni24 as

Integrating HubSpot CRM with Omni24 to creates a seamless workflow where contacts automatically sync to eliminate manual data entry and ensure your team always has complete customer context.HubSpot CRM is a powerful customer relationship management platform that helps businesses organize contacts and manage relations in one unified platform.Connecting HubSpot CRM with Omni24The integration process takes just a few clicks by which you can easily manage customer relationships efficiently.Step 1: Navigate to Settings from the Omni24 dashboard > Integrations to access all available third-party connections.Step 2: Find HubSpot in your available integrations. Click on Connect HubSpot to begin the authorization process.​​Step 3: Select the HubSpot account you want to link when the authorization window appears.Note: If you do not have any existing HubSpot CRM account, you can create for here alsoStep 5: Confirm the connection from the omni24-hubspot integration interface and all the inboxes that are synced ​​Your HubSpot CRM is now successfully connected with Omni24 and all your contacts will start flowing seamlessly.Advantages of this IntegrationCreating New Contacts When you're chatting with a new contact whose profile is not in your HubSpot yet, you can create their contact profile efficiently without switching between platformsImportant: If contact profiles already exist in your HubSpot account, they will automatically sync to Omni24 once the integration is active.Step 1: Open any conversation in your Omni24 Inbox to view the customer interaction and access the contact creation option.Step 2: Look at the right sidebar, where contact information appears and click the HubSpot iconStep 3: Click on the Create Contact button to open the contact creation form.Note: The email address is the key identifier for syncing. If a customer interacts using one email address (e.g., john@company.com), but you create a HubSpot contact using a different email (e.g., john.personal@gmail.com), these won't sync together. Always ensure you are using the same email in both platforms.​Step 4: A contact creation form will appear with the following fields to capture complete information:First Name - Enter the contact's name for personal identification.Last Name - Enter the contact’s last name to complete full identification.Email - Enter the primary email address serves as the unique identifier for syncing.Company - Name of the organization the customer is affiliated with.City - City where the customer is located.Street Address - Complete physical address for location-based activity.Job Title - Contacts a role or position to understand their decision-making authority.Phone - Contact phone number for alternative communication.Once done, click Save to create the contact and sync the contact in HubSpot.Updating Existing ContactsUpdate their details of existing contact, and the changes will reflect in HubSpot automatically without any additional steps.​To update any contact details, open the conversationClick on the edit icon button the right sidebar to access the edit option for the profileModify any field you need with the updated informationClick Save to sync changes immediately to HubSpot.Creating Company ProfilesYou can sync company information directly to HubSpot from any conversation to make it easy to build your database while you effectively engage with clients.Step 3: Click on the icon beside the company section and a company profile creation form will open to enter all necessary fields.​​Company Name - Registered business name for proper communicationPhone Number - Enter the company contact number.Industry - Select the business sector from the dropdown menu to classify company type.City - Enter the city where the company is located.State/Province - Geographic region, state or province to complete the company's information.Website Domain - Enter the company's website URL for online presence reference and verification.Click Save to create the company profile, which will be synced to HubSpot databases.​Creating DealsSpot a sales opportunity during a prospect conversation? Create a deal right from their conversation to capture it when the context is fresh and track it through the pipeline.Step 1: Click on Create Deal or the + icon from the right side profile section of HubSpot to open the deal creation form.​​Step 2: Complete the deal creation form with all relevant sales opportunity information:Deal Name - Enter a descriptive title that identifies this sales opportunity.Sales Pipeline - Select which sales pipeline the opportunity belongs to based on your deal categorizationDeal Stage - Choose where the deal stands in current stage of your sales process.Expected Close Date - Select the projected date when expected the deal closure Deal Amount - Potential revenue value to forecast expected income.Once done, click Save to create the deal which will be tracked in HubSpot .​Creating EngagementsEngagements help you document interactions, set reminders and schedule follow-up all synced for complete activity tracking.1. Adding NotesNotes let you capture important details, observations, or context from customer conversations that your team can reference later for better service continuity.Step 1: Select which contact profile you want to add information or observations.Step 2: Click on the + icon beside engagement to open the engagement creation form with type selection.​Step 4: Select Note from the Type dropdown menu and write detailed notes, or important context from the customer interaction Click Save to store the note in both Omni24 and HubSpot for easy access and reference.​2. Creating TasksSelect Task from the Type dropdown menu to create an item with a specific objective or follow-up requirement.​Fill in the task details to clearly define what needs to be done:Title - Enter description that summarizes what needs to be accomplished Description - Provide additional details or instructions about the task.Click Save to create the task, which will be synced for tracking and management.3. Scheduling MeetingsSelect Meeting from the Type dropdown menu to indicate you're scheduling a synchronous interaction.Enter meeting information to provide clear details and its purpose for all participants:Title - Enter the meeting topic to clearly communicate what will be discussed during this interactionDescription - Provide the meeting agenda or additional context.Click Save to schedule the meeting, which will be synced between Omni24 and HubSpot for visibility.​

Connecting Pipedrive with Omni24 brings your sales pipeline directly into customer conversations, allowing you to manage deals, update contacts and track activities without switching platforms.Pipedrive is a sales-focused CRM designed to help teams visualize their pipeline and close more opportunities with workflows.Connecting Pipedrive CRM with Omni24Let's get your Pipedrive account connected with Omni24 to start managing your sales data right from your conversations. The process is straightforward and quick.Step 1: Go to Settings > API & Integrations in your Omni24 dashboard.  Locate Pipedrive from the available integration optionsStep 2: Click Connect Pipedrive to start the linking process​​Step 4: Authorize the connection by granting the required permissions​​Step 4: Enter the login details of the Pipedrive account you'd like to integrate when promptedNote: If you do not have any existing Pipedrive CRM account, you can create for here also​Your Pipedrive CRM is now integrated with Omni24, and information and sales data will sync between both platforms.Creating a New Person from Omni24When engaging with a prospect who does not need to exist in Pipedrive, you can add them directly from the inbox to keep workflow uninterrupted and CRM up to date.Note: Email addresses serve as the primary matching identifier. If a contact reaches out via sales@company.com, but their Pipedrive profile uses info@company.com, then the records won't sync together..Step 1: Open the relevant conversation in your Omni24 InboxStep 2: Find the customer information panel on the right sideStep 3: Click the Create Person or ‘+’ button located under the Pipedrive Profile  section​​Step 4: A form will appear with these fields:​​First Name and Last Name - Specify Prospect's given name for easy identificationEmail - Primary email address for profile creation in Pipedrive and communicationOrganization- Specify a business or organization name the person is associated with Owner- select who is the owner of the contact or person Phone - Primary contact number for easy communicationVisible to - select to which team member the person profile will be visibleComplete the relevant fields and click Save to sync person details in Pipedrive.Note: Their information will display in the conversation sidebar immediately.Updating Existing ContactsModify contact details directly in Omni24, and those changes will sync to Pipedrive automatically in real-time.Open any conversationClick the person’s name in the sidebar and click on the edit icon beside the person's informationEdit the necessary fields and click Save. Your changes appear in Pipedrive instantly.Creating Organization ProfilesYou can build organization records directly from customer conversations, making it simple to structure your business database while actively qualifying leads or handling inquiries.Step 1: Open a conversation in your Omni24 InboxStep 2: Scroll to the Organization section in the right sidebar under the Pipedrive profile Step 3: Click on the create icon, which is your Create organization buttonStep 4: Fill out the organization form:​​Name - Official organization name (required)Owner - Select the team member responsible for this organization (required)Visible To - Choose visibility settings, i.e is either only the assigned owner can view or all users ​Click Save to finalize the organization. The organization now exists in Pipedrive.Adding Deals from ConversationsWhen you identify a sales opportunity while chatting with a prospect? Capture it immediately by creating a deal within the conversation so that no opportunity is missed.Step 1: Open the prospect's conversation in your Omni24 InboxStep 2: Locate the Deals section in the right sidebarStep 3: Click on the + button, i.e, the Create Deal button​​Step 4: Fill in the deal information:Deal Name - Clear opportunity descriptionSales Pipeline - Choose the appropriate pipeline Deal Stage - Select the current pipeline stage in which the opportunity belongsExpected Close Date - Anticipated closing timeline for the deal Deal Amount - Estimated deal value for easy revenue forecasting​Click Save to add the deal. Your deal is now visible in Pipedrive for seamless opportunity tracking across workflow.​​In omni24​Creating ActivitiesActivities help you document conversations, schedule follow-ups, and plan next steps—all while keeping your activity history synchronized between Omni24 and Pipedrive.Call ActivitiesCall activities let you log completed phone conversations with prospects, ensuring your communication history stays complete and accessible.Step 1: Open any conversation in your Omni24 InboxStep 2: Go to the Engagements section in the right sidebarStep 3: Click Create Engagement or the + button​​Step 4: Select Call from the Type dropdown and enter all the details:Subject - Brief description of the call purpose Note - Detailed notes about the conversation or call agendaDue Date - Schedule when the call should happen Owner - Assign who is responsible for this call Done - Check this box if the call has already been completedClick Save and your call activity is now logged in both Omni24 and Pipedrive.In Omni24,​​Meeting ActivitiesMeeting activities help you schedule video calls or demos with prospects, keeping everyone aligned on upcoming appointments.Select Meeting from the Type dropdown and details :Subject - Meeting topic or objective Note - Meeting agenda, attendees, or preparation notesDue Date - When the meeting is scheduledOwner - Team member responsible for the meeting Done - Mark as complete if the meeting has already occurredClick Save. and find all meetings are synced in PipedriveIn Pipedrive​In Omni24,​​Task ActivitiesTask activities create actionable to-do items for follow-up or any sales action that needs to be completed by a specific deadline.Select Task from the Type dropdown and fill in:​​Note - Additional context or instructionsDue Date - Completion deadline Owner - Person assigned to complete the task Done - Check when the task is finished or notClick Save, and all tasks are now synced in Pipedrive.In Pipedrive​In Omni24,​​Deadline ActivitiesDeadline activities mark important milestones in your sales process to help you track time-sensitive deliverables or contract dates.Select Deadline from the Type dropdown and enter:​Subject - What deadline does this represent Note - Context about why this deadline mattersDue Date - The deadline date Owner - Who needs to be aware of this deadlineDone - Mark complete when deadline is met or passedClick Save and your deadline is now logged in both Pipedrive.In Pipedrive​In Omni24,Email ActivitiesEmail activities log reminds you to send important follow-up emails, maintaining a complete record of all prospect communications.Select Email from the Type dropdown and complete:​​Subject - Email subject line or purpose of the emailNote - Email content summary or key points to coverDue Date - When email should be sent (required)Owner - assign an agent who will be sending the email (required)Click Save ​and your email is now logged in both Omni24 and Pipedrive.​In Omni24,​​Lunch ActivitiesLunch activities help you schedule informal meetings, which are often great opportunities for relationship building with key prospects.Select Lunch from the Type dropdown and fill in:​Subject - Purpose of the lunch meeting (required)Note - Restaurant location, attendees, or discussion topicsDue Date - When lunch is scheduled Owner - Who is organizing the lunch Done - Mark complete after the lunch occursClick Save and your lunch activity is now synced in both Omni24 and Pipedrive.In Omni24​

GitHub is the leading platform for software development and version control. It enables teams to collaborate on code repositories while managing development workflows.Why Connect Omni24 and GitHub?The integration automatically converts customer conversations directly to code repositories. It streamlines workflow by connecting support teams with development processesAutomatic Issue Creation - Convert customer bug reports into GitHub issues automatically to ensure developers have complete context from the support conversationLink Tickets to Pull Requests - Connect support tickets to GitHub requests so agents can track when fixes are being developedUpdate Tickets via Commits - Enable developers to update or close issues from GitHub, and it will be synced directly into the support ticket without leaving their environmentTrack Development Progress - Monitor GitHub issue status and code changes directly from support tickets to provide accurate fix timelinesConnecting GitHub to Omni24Step 1: From your Omni24 dashboard, navigate to Settings > API & Integrations > Integrations to view all available third-party integrations.Step 2:  Locate the GitHub integration card and click on it to view the integration details and connection options. ​Step 3: Click the "Connect GitHub" button to begin the authorization process Step 4:  A "Connect to GitHub" page appears. Select which Omni24 inbox you want to connect with GitHub from the dropdown menu.​​Once you've selected your inbox, click the "Connect" button to proceed to GitHub authorization.Step 5: You'll be redirected to GitHub's authorization page titled "Install & Authorize OmniDevTesting" (or your organization's GitHub app name).​​Review the permissions carefully and click "Install & Authorize" to complete the connection.​​Your GitHub account is now successfully integrated with Omni24 with all the selected inboxes. You can also update the inbox permission from hereHow to Create a GitHub Issue from a Customer ConversationStep 1: Navigate to Inbox > Customer conversation for the Conversation list for which you want to create a GitHub Issue.Note: You can Link Conversations to an Issue, providing complete context for efficient resolutionStep 2:  Under the customer profile from the right profile panel, click on the GitHub dropdown listStep 3: Select “Open New Issue” to create a new issue in GitHub from a customer conversation​Step 4: A pop-up page appears as “Link to new issue” where you need to enter the details​​Here's what each field does:Repository Owner & Repository: GitHub account and specific repository in which issue will be created.Title: Descriptive title for the GitHub issue (30  character limit shown).Description: detailed information about the issue (150 character limit shown).Assignees: The Agent who will be responsible for handling GitHub issues.Labels: Relevant tags to categorize and organize the issue.Milestone: Associate the issue with a specific milestone for planning purposes.Add Issue into conversation: checked this option links the GitHub issue with the customer conversation for seamless trackingClick the "Create and Link Issue" button and the ticket will be synced as a new issue in your GitHub account. In GitHub you can view it as​​Attach Existing GitHub Issue with Customer ConversationStep 1: Under the GitHub drop-down list in the left profile panel of the Omni24 inbox, click on the “attach existing issue” buttonStep 2: A pop-up appears as “attach existing issue,” where you need to enter the details​​Note: It connects customer conversations to existing GitHub issues which is already been created:Field required to enter:Repository: GitHub repository that contains the existing issue that you want to link Issue: Choose from a dropdown list of existing GitHub issues within the repository that need to be connectedClick the "Link Issue" button to attach an existing issue to the conversation.​Tip: This is useful when multiple customers report the same problems or when following up on previously logged issues.In Omni24, all the issues created and synced are shown as below​From here, you can directly unlink an issue with the ticket or close a ticket directly from Omni24 Inbox

Shopify powers millions of online stores worldwide and serves as the backbone for countless e-commerce businesses. Integrating the Shopify store with Omni24 creates a seamless support experience.After integration, agents can access complete order histories, create new orders and process refunds directly from support tickets. This streamlines operations and reduces response times while improving customer satisfaction through accurate support interactions.Why Connect Omni24 and Shopify?Shopify integration empowers support teams with a complete e-commerce context by syncing order data and purchase history directly into support conversations. Agents resolve order-related inquiries faster while identifying upsell opportunities during support interactions.Process Order Modifications - Handle order changes, cancellations and refunds directly from Veemo Support without switching between platformsIdentify VIP Customers - View purchase frequency to prioritize high-value customers and provide personalized service levelsCapture Support-Driven Sales - Create new orders during support conversations when customers inquire about products(installation process)How to Create a Shopify Order from Omni24After integrating Shopify with Omni24, agents can generate new orders directly from customer tickets or conversations. It eliminates the need to switch between systems and enables instant order processing during interactions.Note: Order creation from Omni24 happens only if the customer's data already exists in your Shopify store.Step 1: Navigate to the Inbox of Omni24 from the left dashboard menu Step 2: Click on the customer conversation or ticket for which you want to create an orderStep 3: From the right customer profile panel, open the Shopify drawdown menu att the bottom of the panel.  You find all the order histories belonging to the customer Note: the Shopify dropdown will only be available for profiles which are available in Shopify​​Step 4: Click on Create order to generate the order directly from the conversation​​Specify all the necessary details about the order. These product details are all synced from Shopify due to the integrationStep 5: Click on “Create order as pending” to generate it.  Remark: You can change the status of the order either as paid or due by selecting the check box “Payment due later.”Step 6: Once done, you will get a confirmation of the order with Omni24 and also sync in real-time within ShopifyCreate a Duplicate Order from Omni24Many customers want to repeat the same order so to streamline the process, agents can easily create a duplicate order from the customer's purchase history.Click on “Duplicate” from customer order > order details appear > click on create order​​Cancel an Order from ConversationsClick on the Cancel button on the order. An order cancellation page will pop up where you can:Set the reason for canceling the orderSet whether you want to restock the order Notify the customer about cancellation​​

BigCommerce is a leading e-commerce platform that empowers businesses to create and manage online stores effectively. Integrating it with Omni24 streamlines operations and enhances customer experience significantly.After integration, businesses can automatically sync order data and customer information for faster support responses. It enables seamless order tracking to provide agents with a complete purchase history for personalized assistance.Why connect Veemo Support and BigCommerce?Process Orders from Conversations:- Create new customer orders directly from support tickets when customers express purchase interest during conversationsAccess Purchase History: View complete order history in support tickets for faster and more informed customer assistanceHandle Refunds Seamlessly: Process returns and refunds directly from Veemo Support without switching platforms separatelyPrevent Revenue Loss: Quickly resolve order issues and shipping problems before customers escalate to leave negative reviewsCreate a Bigcommerce Order Directly from ConversationsYou can create orders directly from customer conversations without switching platforms. This streamlines the sales process and reduces manual data entry for support agents.Note: Customer order can only be generated from Omni24 if the customer data already exists in BigCommerce.Step 1: Navigate to Inbox > Customer conversation for the Conversation list for which you want to create an order. Step 2: Under the customer profile on the right panel, click on the BigCommerce drop-down list. You will find it at the bottom of the customer profile panel, which contains all the list of orders for that respective customer  Step 3: Click on Create Order, a pop-up will appear. Enter the Order details and click on createA Confirmation notification will appear after successful order placement from the conversation.How to Initiate a Refund for an OrderStep 1: Click on the “Refund” button beside the particular order that need to be returned.Step 2: A pop-up page will appear as “Confirm Refund”. Verify the details and click on continueStep 3: Set the refund method for the order. The customer will get back the amount based on the selected method​​Once done a confirmation will be sent as “Successfully refunded”