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Insider Tip – Team Performance

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One Pager - 2 Min ReadMeetings done right – 5 ways that Front Scheduling takes the headache out of meetings
Despite the dreaded Zoom fatigue that seems to accompany a lot of 2020 – it can’t be denied – the alternative doesn’t look so bright, either. A day without chatting to anyone outside your home? No thanks.  We’re finding ourselves cherishing any opportunity to see each other’s faces, even during work meetings. Video calls and phone calls still make work feel more enjoyable and customers feel tended to. So, we’ve given the Front Scheduling experience a makeover to make it easier than ever to meet with people. Now, you can grab a virtual coffee with a coworker or schedule a customer demo in a matter of clicks – without the back-and-forth chaos of trying to find the best time.  Here are 5 ways to get the most out of our fresh take on the Scheduling experience: A hack for group meetings: Sending meeting options to a client with several teammates couldn’t be easier. Insert available meeting options that work for all your internal meeting attendees right into the email – all the client needs to do is simply click on the time that works best for them. Prep for holiday chaos: With the end of the year around the corner, your calendar is bound to get crammed with holiday plans, time OOO, and end of the year work requests. Think about how many clicks it usually takes to book meetings: you pull up your calendar, you pull up your client's calendar, click around to find times, copy and paste options into an email, etc. Take the hassle out of booking meetings and save time by using Scheduling links in your emails– get it done in 1 easy click and save your headache for difficult relatives instead. Happy holidays! Pair it with a canned response: Let’s say you block part of your day to host product demos and another part for user testing research. Now, you can create a Canned Response for each and include a unique meeting link to make scheduling time with prospects needing a demo and time for user testing a breeze. Pro tip: Make that Canned Response a shortcut and trigger them by typing Command/Ctrl + Shift + 5, 6, 7, 8, or 9 in the composer. Enrich your CTAs: Need to follow up with people after a large event? Include your scheduling link on a custom landing page or in an email follow-up to make it easy for people to book time with you.   Include your scheduling link in your email signature: Make your sign-off warmer and more inviting by including your unique Scheduling link directly in your email signature. When people want to follow up on your message with a phone call or meeting, all they have to do is click on your link. Here's to a more hassle-free Scheduling experience, and to always making it a priority to connect with teammates and customers in real-time.
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One Pager - 3 Min ReadAutomation through Webhooks
Introduction to Webhooks You may already know about Front’s Open APIs and have utilized them before to do things like fetching the details about a recent conversation or export analytics data. But are you interacting with data between your systems in a real-time dynamic way? If you aren’t using our Webhooks integration, the answer is probably no. With traditional REST APIs (like that which you’ll find in our Core API), you can programmatically retrieve or post updates to Front. For example, I could list all of the conversations I’ve had with a particular contact or add a tag to any specific client conversation. What if I wanted to do something like add a tag based on the customer region in a CRM like Salesforce, or assign the conversation to the Account Manager? This information is dynamic and could change at any moment, and you want to leverage it in real-time. Webhooks solve this problem and provide you the layer of interactivity you need. They introduce a “don’t call us; we’ll call you” concept to your tech stack and enable you to perform real-time logging of the activity or even dynamic updating to Front’s system. Here’s an example to show how this could work: Imagine you want to have a real-time dashboard that shows the total number of new conversations vs. reopened conversations vs. archived (closed) conversations. In our old world of REST APIs, you’d have to continually call Front to see if anything has changed, when maybe only one of those calls would return any new data. Front and Webhooks integration Using Front, you can enable the webhooks integration and configure a rule that triggers a Webhook server notification. Once you enable the integration, you’ll see a dropdown in your rule actions to “Send to a Webhook.” Define your server address here. You can use your server, own or you can even make use of middleware like Zapier, to receive the webhooks and trigger other cascading lookups, logging, or actions. Each webhook event you receive will contain information like the conversation ID, author, contact (etc.) You can find a preview of the event payload here. What else can I do with the Webhook? Front’s Webhooks integration is just the beginning of cascading actions. Here are just a few examples of things customers have done using webhooks through Front: Log all events to a data warehouse in real-time Trigger a lookup in your CRM and assign the conversation to the appropriate Account Manager Create a real-time dashboard displaying information about the number of conversations touched by your reps Add a comment to the conversation in Front containing additional information from your back-end systems While Webhooks may be the trigger that informs you of new data, you’ll probably still want to leverage our Core API to do things like update the conversation assignee or add a comment. Our Webhooks integration often won’t stand alone in accomplishing your goal. P.S. Worried about security? You can also secure your webhook by validating the payload originated from Front If you have any questions about how to leverage Front’s Webhooks feature or just want to brainstorm, feel free to get in touch with us at api@frontapp.com
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