3 Integrations That Can Help You Get More Out of Yext

Author: Jonathan Gitlin, Content Marketing Manager, Workato
Products: Answers, Reviews, Analytics
Blog Date: February 2021

As a Yext user, you're likely well aware of the platform's product suite and the value each solution delivers.

But did you know that you can provide even better search results for visitors, collect more reviews from customers, and analyze data more closely by integrating Yext with the apps and systems your team already uses?

To give you a better sense of how integrations and automations can power the Yext products you rely on, we'll review specific use cases across Answers, Analytics, and Reviews!

1. Provide More In-Depth Search Results that Delight Visitors

Your web visitors, whether they're a customer, a lead, or a prospective employee, expect your site's search engine to answer any question they have.

To help deliver on this expectation, you can turn to integration. Why? Because integrating Yext with the numerous apps your team already uses allows you to continually update and enrich your Knowledge Graph.

Here are just a few integrations you can build along with the corresponding information they can provide to your Knowledge Graph:

  • An applicant tracking system like Greenhouse can share details around job openings
  • An HRIS like Workday can offer specifics on office locations and individual employees
  • An event platform like Bizzabo can add insights on specific marketing events As you review your tech stack, it's more than likely that you'll come up with several equally, if not more, valuable integration opportunities.

2. Scale Acquisition and Response Efforts Around Customer Reviews

To win over prospects and to retain clients, you'll need to have a best-in-class library of customer reviews within your niche.

How can you build such a library at scale and without overwhelming your team? By automating the review collection process.

This involves integrating Yext with your CRM platform and building the following workflow:

Any time a new contact from a customer account gets added to a CRM like Salesforce, they'll instantly receive a branded email from Yext, asking them to leave a review.

As you collect reviews, you'll also need to inspect each carefully. This is especially true when a customer leaves one that shows they're particularly dissatisfied—in which case, a customer-facing colleague needs to become aware of the review immediately so that they can respond quickly.

By integrating Yext with your IT service management tool, you can build a workflow that lets your colleagues do just that. Here's how it can work: Any time Yext receives a 3 star rating or lower, it can trigger a ticket to be created in a platform like ServiceNow.

Once the support agent finds the ticket in ServiceNow (which includes the review and the customer's information), they can address the issue quickly.

3. Analyze Your Yext data with Greater Context and with Insightful Visualizations

Though Yext Analytics already offers robust, out-of-the-box analytics that can help you make sense of Search, it also provides the tools needed to extract its data. That way, you can use the data in your preferred reporting tool or merge it with other valuable information.

For example, you can connect Yext to a data visualization platform—like Tableau, Domo, Google Data Studio—and design a workflow that adds your analytics or review data from the former to the latter. Then, from the data visualization platform, you can create detailed, trends-based visualizations in just a few clicks, like a line chart that maps your average customer review ratings over time within a specific region.

To build these integrations and workflow automations—among countless others—, you can use Workato, the leader in integration-led automation. You can learn more about Workato and its low code/no code, enterprise-grade platform by scheduling a demo with a specialist from the Yext team here.

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