Integrations / CRM
Manage CentralStationCRM contacts and deals from WhatsApp
Flann connects CentralStationCRM to the WhatsApp chat you already run your business from. You ask, and Flann picks the right CentralStationCRM action. Owners rarely open CentralStationCRM as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
186 actions in CentralStationCRM. 104 only look things up, and 82 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in CentralStationCRM
Type it or say it in a voice note. Flann works out which CentralStationCRM action you mean.
“Find deals in CentralStationCRM.”
“Look up the task in CentralStationCRM.”
“Look up the project in CentralStationCRM.”
“Create a deal in CentralStationCRM.”
“Create a task in CentralStationCRM.”
“Create a project in CentralStationCRM.”
What Flann can work with in CentralStationCRM
CentralStationCRM gives Flann 186 actions across 52 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Protocol attachments | createdeletelook upsearch | 9 |
| Attachments | countcreatedeletelook upsearch | 6 |
| Companies | createdeletelook upsearchupdate | 6 |
| Contacts | createdeletelook upsearchupdate | 6 |
| Deals | createdeletelook upsearchupdate | 6 |
| Projects | createdeletelook upsearchupdate | 6 |
| Calendar events | createdeletelook upupdate | 5 |
| Calendar event attendees | createdeletelook upupdate | 5 |
Here is what changes when CentralStationCRM goes through Flann instead of its own screens.
| Compare | Opening CentralStationCRMLog in, find it, do it | CentralStationCRM through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about contacts | Filters and searches you run yourself | 104 look-ups, answered straight away |
| Making changes | Typed in by hand | 82 changes, made from a message |
| CentralStationCRM records | All of them, one screen at a time | 52 kinds, from one chat |
| Getting connected | Nothing new to set up | Your CentralStationCRM API key, once |
YesPartlyNo
Step by step: CentralStationCRM jobs you can hand to Flann
What happens between your message and the result in CentralStationCRM.
Create a contact from a voice note
- You message Flann on WhatsApp: “Create a contact in CentralStationCRM with these details.”
- Flann runs
List Company Contact Detailsin CentralStationCRM and shows you what it found. - Flann runs
Create Company Contact Detailin CentralStationCRM. - Flann creates it in CentralStationCRM and confirms in the chat.
Fix a deal without opening CentralStationCRM
- You message Flann on WhatsApp: “Change the deal in CentralStationCRM: here is what is different.”
- Flann runs
List Dealsin CentralStationCRM and shows you what it found. - Flann runs
Update Dealin CentralStationCRM. - Flann makes the change in CentralStationCRM and confirms in the chat.
Clean up projects you no longer need
- You message Flann on WhatsApp: “Which projects in CentralStationCRM are out of date? Remove the ones I confirm.”
- Flann runs
List Projectsin CentralStationCRM and shows you what it found. - Flann runs
Delete Projectin CentralStationCRM. - Each removal is confirmed in the chat.
The CentralStationCRM jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to CentralStationCRM. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to CentralStationCRM tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks CentralStationCRM so it does not create a contact that already exists. New contacts are prepared with the tag you asked for.
What you stop doing: Event contacts reach your records while the conversation is still fresh.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in CentralStationCRM. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to CentralStationCRM?”
Reading the renewal dates, contract ends and purchase patterns in CentralStationCRM, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to CentralStationCRM
- Search for CentralStationCRM in Flann’s Connectors.
- Paste your CentralStationCRM API key into the secure form Flann opens. You will find the key in your CentralStationCRM account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right CentralStationCRM action itself.
Reading from CentralStationCRM is instant. CentralStationCRM stays connected until you remove it in Connectors.
Ways to use CentralStationCRM with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in CentralStationCRM: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in CentralStationCRM have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in CentralStationCRM and asks you to confirm.
Everything Flann can do in CentralStationCRM
All 186 CentralStationCRM actions, as Flann sees them.
Looks up 104
- Get Project
- Get Task
- Get User
- Get User By ID
- List Attachments
- List Companies
- List Deals
- List People
- List Projects
- List Tasks
- List Users
- Search Companies
- Search Deals
- Search People V2
- Search Records
- Check Connection
- Count Activities
- Count Attachments
- Count Avatars
- Count Companies External Emails
- Count Deals External Emails
- Count External Emails
- Count People External Emails
- Count People with Filters
- Count Projects External Emails
- Count Protocols
- Get Activity
- Get API User Maildrop
- Get Attachment
- Get Avatar
and 74 more
Changes 82
- Create Company with Nested Attributes
- Create Deal
- Create People
- Create Project
- Create Task
- Delete Deal
- Delete Project
- Delete Task
- Update Deal
- Update Project
- Update Task
- Create Attachments
- Create Calendar Event
- Create Calendar Event Attendee
- Create Comment
- Create Company Address
- Create Company Avatar
- Create Company Contact Detail
- Create Company Protocol Attachment
- Create Custom Field Type
- Create Deal Protocol Attachment
- Create Group Calendar
- Create Hook
- Create People Custom Field
- Create People Positions
- Create People Tags
- Create Person Address
- Create Person Assistant
- Create Person Avatar
- Create Person Contact Detail
and 52 more
More CRM apps Flann works with
Common questions
What can Flann do with protocol attachments in CentralStationCRM?
Flann can create, delete, look up and search protocol attachments in CentralStationCRM, using 9 actions (Create Company Protocol Attachment, Create Protocol Attachment, Delete Company Protocol Attachment, Delete Protocol Attachment and more). Looking up runs straight away and changes nothing. The other actions create or change protocol attachments in CentralStationCRM.
What can Flann do with attachments in CentralStationCRM?
Flann can count, create, delete, look up and search attachments in CentralStationCRM, using 6 actions (Count Attachments, Create Attachments, Delete Attachments, Get Attachment and more). Looking up runs straight away and changes nothing. The other actions create or change attachments in CentralStationCRM.
How does Flann connect to CentralStationCRM?
Open Connectors in Flann, choose CentralStationCRM and paste your CentralStationCRM API key into a secure form. You will find the key in your CentralStationCRM account settings. Once it is connected, Flann can use 186 actions in CentralStationCRM.
How do I ask Flann to do something in CentralStationCRM?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the CentralStationCRM action that fits and asks if anything is missing.
Is CentralStationCRM included in my Flann plan?
Yes. Every Flann plan includes every app, CentralStationCRM included.