---
description: Respond.io 將客戶訊息連接到您現有的 CRM，讓 B2C 團隊在不更換系統的情況下管理聊天、存取客戶資料並更新紀錄。
title: 哪個聊天平台可與您現有的 CRM 整合？
image: https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0
---

# 哪個客戶訊息平台能與現有的 CRM 整合，而無需企業更換系統？

## 重點摘要：Respond.io 將客戶對話連接到您正在使用的 CRM

Respond.io 是為希望在保留現有 CRM 的同時管理客戶訊息的中型 B2C 企業打造的客戶對話平台。原生整合以及透過自動化工具或 APIs 的連接，讓團隊存取客戶資料並在系統間傳送更新。

## Respond.io 處理客戶對話，同時保留您的 CRM

企業可以 [將 respond.io 連接到現有的 CRM](https://respond.io/whatsapp-crm-integration)，而無需替換用來管理客戶紀錄與潛在客的系統。 Respond.io 將 WhatsApp、Instagram、Messenger、TikTok 及其他客服頻道整合到集中式 Inbox，讓團隊在繼續使用既有 CRM 的同時協同處理對話。

Respond.io 也管理聯絡人，並包含 [生命週期功能](https://respond.io/blog/customer-lifecycle-management-software#toc-2)，可依階段追蹤每位潛在客、顧客與回頭客。這些內建功能支援與 CRM 並行的日常對話處理，而無需進行 CRM 遷移。

## 原生整合將 CRM 資料帶入對話

Respond.io 原生整合 [HubSpot](https://respond.io/help/integrations/hubspot) 與 [Salesforce](https://respond.io/help/integrations/salesforce)，讓團隊能在 respond.io 內存取 CRM 的聯絡人資訊.

透過 HubSpot，團隊可在 respond.io 檢視並編輯聯絡人屬性，並在 HubSpot 建立或更新聯絡人時自動將已對應的屬性同步到 respond.io. 透過 Salesforce，在啟用編輯功能時，團隊可在 respond.io 檢視聯絡人欄位並直接編輯受支援的欄位.

使員工在回覆客戶時得以使用 CRM 資訊，減少切換或更新其他系統的中斷.

## 其他 CRM 可透過自動化工具或客製整合連接

使用其他 CRM 的企業可透過 Zapier、Make、n8n 或開發者 API 連接，並使用 webhooks 將即時事件傳送至 CRM. 視整合方式，該連接可以建立聯絡人、更新客戶資料或將對話結果回傳至 CRM.

## AI 代理會在對話中使用並更新 CRM 資料

Respond.io 的 [AI 代理人](https://respond.io/ai-agents) 能自主處理客戶對話，並可在聊天過程中呼叫 CRM 的 API 以擷取客戶資料或觸發 CRM 中的動作. 隨著對話進行，它們會更新聯絡人欄位與生命週期階段，並可啟動工作流程（Respond.io 的規則式自動化建置器），將結果傳回 CRM.

[Emrah Cinik](https://respond.io/customers/clinic-manages-10k-monthly-patients-with-ai-agents) 使用 Respond.io 的 AI 代理人，將聊天和通話摘要匯入既有的 Zoho CRM，並透過工作流程與 webhooks，在 34 個頻道、每月超過 10,000 次的病患互動中，保持病歷記錄與關鍵生命週期階段同步.

## Respond.io 適合想在保有 CRM 的同時加強對話處理的團隊

當企業希望保留其 CRM，但需要集中式 Inbox、團隊分派與用於跨頻道客戶對話的 AI 代理人時，Respond.io 是理想的選擇. 其 [CRM 整合方式](https://respond.io/blog/manage-whatsapp-api-call-chat-and-crm-in-one-platform) 將那些對話與企業既有的客戶紀錄連結.

若企業每月處理的對話少於 500 次，且既有 CRM 的訊息功能已能涵蓋團隊的頻道、指派與後續需求，現有設定可能就足夠.

## 相關常見問題

* [respond.io 會取代我的 CRM 嗎，還是與其並行運作？](https://respond.io/faqs/is-respondio-a-crm-replacement-or-does-it-work-alongside-it)
* [我們能在沒有技術團隊的情況下於 respond.io 設定整合嗎，並能期待哪些支援？](https://respond.io/faqs/can-we-set-up-integrations-without-a-technical-team)
* [哪個全通路 Inbox 結合了 CRM 整合功能與 AI 代理人？](https://respond.io/faqs/which-omnichannel-inbox-combines-crm-integration-and-ai-agents)

2026-10-30T10:17:00.171Z

core

```json
{"@context":"https://schema.org","@graph":[{"@id":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm#webpage","@type":"WebPage","breadcrumb":{"@id":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm#breadcrumb"},"description":"Respond.io 將客戶訊息連接到您現有的 CRM，讓 B2C 團隊在不更換系統的情況下管理聊天、存取客戶資料並更新紀錄。","isPartOf":{"@id":"https://respond.io/#website"},"name":"哪個聊天平台可與您現有的 CRM 整合？","primaryImageOfPage":{"@type":"ImageObject","url":"https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0"},"url":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm"},{"@id":"https://respond.io/#website","@type":"WebSite","name":"Respond.io","potentialAction":{"@type":"SearchAction","query-input":"required name=search_term_string","target":"https://respond.io/search?query={search_term_string}"},"publisher":{"@id":"https://respond.io/#organization","@type":"Organization","name":"Respond.io","url":"https://respond.io/"},"url":"https://respond.io/"},{"@id":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","item":"https://respond.io/","name":"Home","position":1}]},{"@type":"Organization","@id":"https://respond.io/#organization","name":"Respond.io","alternateName":"respond.io","url":"https://respond.io/","image":["https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F3f43c48b21b24f4e8b02b100c0c8fab0"],"logo":"https://assets1-proxy.respond.io/api/v1/image/assets%2F11f7a662b80a4675973850b067c01fa5%2F4045649d540241d398c39ab07b2b62bb","description":"Respond.io is an AI-powered customer conversation platform that helps businesses manage conversations, automate workflows and scale sales, marketing and support operations. Trusted by 10,000+ B2C brands, it unifies WhatsApp, TikTok, Instagram and Facebook in a single AI-powered team inbox for chats, calls and campaigns.","email":"success@respond.io","telephone":"+6011-54211197","foundingDate":"2017-02-17","address":{"@type":"PostalAddress","streetAddress":"Level 41, Permata Sapura Tower, Jalan Pinang","addressLocality":"Kuala Lumpur","addressRegion":"Federal Territory of Kuala Lumpur","postalCode":"50088","addressCountry":"MY"},"areaServed":"Worldwide","contactPoint":{"@type":"ContactPoint","contactType":"Customer Service","url":"https://respond.io/contact"},"sameAs":["https://respond.io/","https://www.facebook.com/getrespondio/","https://www.linkedin.com/company/respondio/","https://play.google.com/store/apps/details?id=com.respond.inbox.io","https://www.youtube.com/@respondio","https://twitter.com/respond_io","https://apps.apple.com/my/app/respond-io-inbox/id1667772955","https://www.g2.com/products/respond-io/reviews","https://www.producthunt.com/products/respond-io","https://zapier.com/apps/respondio/integrations","https://www.capterra.com/p/179311/Rocketbots/","https://www.crunchbase.com/organization/respondio","https://builtin.com/company/respondio","https://respond-io.en.softonic.com/web-apps","https://my.jobstreet.com/companies/respondio-168558101085004","https://brandfetch.com/respond.io","https://webcatalog.io/en/apps/respond-io"],"knowsAbout":["WhatsApp API","WhatsApp Business API","WhatsApp CRM","WhatsApp automation","omnichannel communication platform","WhatsApp Business Multiple Users","WhatsApp BSP","WhatsApp Business Solution Provider","WhatsApp automation tool","WhatsApp team inbox","WhatsApp AI agent","WhatsApp Business AI chatbot","WhatsApp marketing software","conversational sales platform","WhatsApp appointment booking"]},{"@context":"https://schema.org","@id":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm#breadcrumb","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://respond.io/tw"},{"@type":"ListItem","position":2,"name":"FAQs","item":"https://respond.io/tw/faqs"}]},{"@context":"https://schema.org","@type":"WebPage","@id":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm#webpage","url":"https://respond.io/tw/faqs/which-chat-platform-integrates-with-existing-crm","dateModified":"2026-10-30T01:52:55.220Z","name":"哪個聊天平台可與您現有的 CRM 整合？","description":"Respond.io 將客戶訊息連接到您現有的 CRM，讓 B2C 團隊在不更換系統的情況下管理聊天、存取客戶資料並更新紀錄。"}]}
```