Turn an inbound conversation into an Affinity record, with the notes already attached.
Get more done with Tidio and Reltio integration
Answer from the Reltio golden record in Tidio instead of whichever copy the chat found first.
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Contact sales
Integration availability depends on your Tidio plan.
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Category
CRM
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Reltio
Answer from the golden record
Reltio resolves the duplicates first, so the agent is not reading one of three versions of the customer.
See the related accounts
Relationship data shows the parent company or the household behind a question.
Flag a wrong detail
A correction heard in chat becomes a review task in Reltio, not a silent edit.
Spot poor quality records
Match and survivorship scores explain why a profile looks odd.
Overview
Reltio decides which version of a customer is true, after the duplicates are merged and the sources reconciled. A chat tool that reads a CRM directly gets whatever that CRM believes. Pointing the Tidio lookup at Reltio instead means the agent sees the golden record: the current address, the related accounts, the entities that belong together. Corrections found in a conversation can be flagged for review rather than written straight in.
Key features
- One version of the customer The Reltio golden record, not a downstream copy.
- Relationships in view See the accounts and entities that belong together.
- Corrections flagged A wrong detail is raised for review in Reltio.
- Data quality visible A low match score explains a confusing record.
Reltio
CRM
Tags
CRM
Contact Sync
How it works
Connect Reltio in minutes
1
Connect Reltio and Tidio
Zapier, Integrately or Make links the two, or a service reads Reltio and posts to the Tidio API.
2
Point lookups at Reltio
Read the golden record rather than a downstream system, so every channel agrees.
3
Send corrections for review
Flag what the customer told you. Reltio decides what survives into the record.
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Frequently asked questions
Common questions about the Reltio integration
Should a chat write directly to Reltio?
Flag, do not overwrite. Master data has survivorship rules that decide which source wins for each attribute, and a value typed into a chat should enter that process rather than bypass it. Create a review task and let Reltio apply its own rules.
Why not just read the CRM?
Because the CRM is one source among several, and the reason Reltio exists is that those sources disagree. If a customer has three records with two addresses, the agent reading the CRM will confidently give the wrong one. The golden record is the point.
Is the Reltio integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Reltio integration.