Integrations / CRM
Connect Agile CRM to WhatsApp: deals by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Agile CRM once, then ask Flann to look things up in it or get work done in it, by text or voice note. Selling is mostly remembering. Who asked for a quote, who went quiet, who is due to reorder. Flann reads Agile CRM for you and puts those answers on WhatsApp the moment you ask.
10 actions in Agile CRM. 4 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Agile CRM
Send any of these on WhatsApp, in your own words. Flann finds the right Agile CRM action and fills in the details from the conversation.
“Look up the deal in Agile CRM.”
“Show me my contacts in Agile CRM.”
“Look up the contact or company in Agile CRM.”
“Create a deal in Agile CRM.”
“Create a contact or company in Agile CRM.”
What Flann can work with in Agile CRM
Agile CRM gives Flann 10 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Deals | createdeletelook upupdate | 5 |
| Contact or companies | createdeletelook upupdate | 4 |
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Agile CRM.
| Compare | Agile CRM on its ownEvery step is yours | A fixed workflowTriggers built in advance | With FlannThe work comes to your chat |
|---|---|---|---|
| How you ask | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up about deals | By hand, screen by screen | Only the look-ups someone built | 4 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 6 changes, made from a message |
| Agile CRM records | All of them, one screen at a time | Only the ones you wire up | 3 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Agile CRM API key, once |
YesPartlyNo
Step by step: Agile CRM jobs you can hand to Flann
Each step below names the Agile CRM action Flann actually runs.
Create a deal from a voice note
- You message Flann on WhatsApp: “Create a deal in Agile CRM with these details.”
- Flann runs
List Dealsin Agile CRM and shows you what it found. - Flann runs
Create Dealin Agile CRM. - Flann creates it in Agile CRM and confirms in the chat.
Get answers about your contacts
- You message Flann on WhatsApp: “What is the latest on our contacts in Agile CRM?”
- Flann runs
List Contactsin Agile CRM and shows you what it found. - Nothing in Agile CRM is changed: these are look-ups, so they run straight away.
Fix a contact or company without opening Agile CRM
- You message Flann on WhatsApp: “Change the contact or company in Agile CRM: here is what is different.”
- Flann runs
Get Contact or Companyin Agile CRM and shows you what it found. - Flann runs
Update Contact or Companyin Agile CRM. - Flann makes the change in Agile CRM and confirms in the chat.
Repetitive Agile CRM work Flann takes off your plate
These are the jobs that come back every day or every week. Message Flann instead, and keep the decisions for yourself.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Agile CRM. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Agile CRM, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Agile CRM, so you miss the open deal, last month’s complaint or the discount you promised. Context costs a login.
With Flann
“What do we know about the man asking about catering on WhatsApp?”
Before drafting anything, Flann looks the customer up in Agile CRM and brings back their deals, notes and last conversation. Then it writes a reply that fits that history, in the language they wrote in.
What you stop doing: No customer has to repeat themselves because you replied blind.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Agile CRM
- In Flann, go to Connectors and find Agile CRM.
- Paste your Agile CRM API key into the secure form Flann opens. You will find the key in your Agile CRM account settings.
- From then on, message Flann on WhatsApp. It works in Agile CRM whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Agile CRM. You can disconnect Agile CRM from Connectors at any time.
Ways to use Agile CRM with Flann
Follow up the leads you forgot
Ask Flann which leads in Agile CRM have not heard from you in a week. It lists them and drafts the follow-up for each.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Agile CRM: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Agile CRM in a few lines you can read in a queue.
Everything Flann can do in Agile CRM
The full list of Agile CRM actions available to Flann once you connect it.
Looks up 4
- Get Contact or Company
- Get Deal
- List Contacts
- List Deals
Changes 6
- Create Contact or Company
- Create Deal
- Delete Contact or Company
- Delete Deal
- Update Contact or Company
- Update Deal
More CRM apps Flann works with
Common questions
What can Flann do with deals in Agile CRM?
Flann can create, delete, look up and update deals in Agile CRM, using 5 actions (Create Deal, Delete Deal, Get Deal, List Deals and more). Looking up runs straight away and changes nothing. The other actions create or change deals in Agile CRM.
What can Flann do with contact or companies in Agile CRM?
Flann can create, delete, look up and update contact or companies in Agile CRM, using 4 actions (Create Contact or Company, Delete Contact or Company, Get Contact or Company, Update Contact or Company). Looking up runs straight away and changes nothing. The other actions create or change contact or companies in Agile CRM.
How does Flann connect to Agile CRM?
Open Connectors in Flann, choose Agile CRM and paste your Agile CRM API key into a secure form. You will find the key in your Agile CRM account settings. Once it is connected, Flann can use 10 actions in Agile CRM.
Can I use Agile CRM from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Agile CRM for you. You do not need to open Agile CRM.
Which Flann plan do I need for Agile CRM?
Any of them. Every Flann plan includes Agile CRM and every other app.