Build a single, trusted customer profile by unifying data from all your tools. Customer 360 Agent ingests events and records from multiple sources, resolves identities, updates and standardizes fields, segments contacts, and syncs a golden record so every app stays consistent.
Ingest and monitor data from every tool in your stack.
Resolve identities and determine create, update, or segment.
Publish the golden record and sync updates everywhere.
Continuously improve data quality, coverage, and segments.
Customer 360 Agent listens for new or updated customer information across your tools and gathers the context needed to build a unified profile.
Capture signups or purchases from Shopify or Stripe; ingest web events via Segment.
Parse form submissions from WordPress or Mailchimp and map fields to your schema.
Scan Salesforce or Freshsales for potential duplicates before creating or updating.
Deterministic and rules-based logic matches records, standardizes attributes, and decides whether to create a new profile, update the golden record, or segment the contact.
Resolve identities using email, phone, and IDs to match contacts in HubSpot or your CRM.
Normalize addresses with Google Maps API and validate emails with Clearbit or similar.
Apply lifecycle stage, persona, or “VIP” tags in Mailchimp for targeted outreach.
Consolidate attributes into a single source of truth, then push updates and audiences to every connected system—so marketing, sales, and service stay aligned.
Maintain the golden record in Airtable, your data warehouse (e.g., Snowflake), or CDP.
Sync standardized fields and segments to Marketo, ActiveCampaign, or ad platforms.
Alert account managers in Slack when key attributes or segments change.
Analyze data quality, identity coverage, and audience performance to refine rules and keep your Customer 360 accurate over time.
Track field completeness and validity in BigQuery or Data Studio.
Iterate on deduplication and identity thresholds in Fivetran or Segment.
Ship monthly Customer 360 health dashboards via Power BI or Tableau.
Delivered ready to run, documented, and easy to maintain.
Unify customer data from multiple tools into a single source of truth and keep every system up to date.
Define audiences and tags that stay consistent across marketing, sales, and service tools.
Automated deduplication, standardization, and identity resolution to maintain accurate profiles.
Runbooks and a training session so your team can operate and evolve your Customer 360.
Tell us about your business. We will review your setup and recommend the first agent to deliver value quickly.
Book a free consultation