See one customer timeline across all your tools
Hooksnode links events from different tools to one customer, by email, phone and tool ids.
- Time:
- 5 minutes
- Plan:
- Pro project. A timeline across tools needs more than one source. A Free project has one source. A Pro project allows 10.
- Status:
- Beta
- Code:
- None
Paystack BetaQuickBooks Online BetaHubSpot BetaZendesk BetaShopify Beta
Beta: tested against sample payloads, not yet verified on a live account.
paystack + quickbooks + hubspot → one customer
The problem
To answer "what happened with this customer?" you open the gateway, the books, the CRM and the help desk.
What you get
- One timeline per customer: payments, invoices, orders and tickets.
- Each entry links to the full event.
- Email and phone are kept as hashes for matching, not as plain text keys.
Steps
- 1
Add your tools as sources
Add each business tool as a source. A Free project has one source, so a timeline across tools needs a Pro project (up to 10 sources). The timeline fills from connector events that name a customer.
- 2
Open Customers
In your workspace, go to Customers. Search by email, phone or name, and pick a customer to see the timeline.
Tips
- Only owners and admins can see customer timelines.
- Timeline entries follow the retention of your project.