Integrations / Sales & CRM

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Connect Crustdata to WhatsApp: companies and linkedin posts by chat

Flann is an AI agent your business talks to on WhatsApp. Connect Crustdata once, then ask Flann to look things up in it or get work done in it, by text or voice note. Customer records are only as good as their last update. With Crustdata connected to Flann, updates happen from WhatsApp, in the moment, by text or voice note, instead of in a guilty catch-up at the end of the week.

15 actions in Crustdata. All of them only look things up, so nothing in Crustdata is ever changed. You connect with your API key.

What you can ask Flann to do in Crustdata

Send any of these on WhatsApp, in your own words. Flann finds the right Crustdata action and fills in the details from the conversation.

FlannWhatsApp
  • “Show me my linkedin posts in Crustdata.”

  • “Find companies in Crustdata.”

What Flann can work with in Crustdata

Crustdata gives Flann 15 actions across 6 kinds of record. These are the ones you are most likely to use.

RecordWhat Flann can doActions
Companiessearch2
Linkedin postslook upsearch2

Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Crustdata.

CompareIn Crustdata yourselfYou click through each jobA fixed workflowTriggers built in advanceFlann on CrustdataYou ask, Flann does the clicking
Asking for somethingLog in and click through the screensOnly what was wired up in advanceText or voice note, in your own words
Looking things up about companiesBy hand, screen by screenOnly the look-ups someone built15 look-ups, answered straight away
Crustdata recordsAll of them, one screen at a timeOnly the ones you wire up6 kinds, from one chat
Set-upNothing new to set upSomeone builds and maintains each flowYour Crustdata API key, once

YesPartlyNo

Step by step: Crustdata jobs you can hand to Flann

Each step below names the Crustdata action Flann actually runs.

Look-up

Get answers about your companies

  1. You message Flann on WhatsApp: “What is the latest on our companies in Crustdata?”
  2. Flann runs Search companies with filters and Find companies by investor in Crustdata and shows you what it found.
  3. Nothing in Crustdata is changed: these are look-ups, so they run straight away.
Look-up

Check your linkedin posts from WhatsApp

  1. You message Flann on WhatsApp: “Show me where our linkedin posts in Crustdata stand.”
  2. Flann runs Search linkedin posts by keyword and Retrieve linkedin posts in Crustdata and shows you what it found.
  3. Nothing in Crustdata is changed: these are look-ups, so they run straight away.
Look-up

Get answers about your headcounts

  1. You message Flann on WhatsApp: “What is the latest on our headcounts in Crustdata?”
  2. Flann runs Fetch headcount by facet timeseries in Crustdata and shows you what it found.
  3. Nothing in Crustdata is changed: these are look-ups, so they run straight away.

Repetitive Crustdata 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.

Deals with no next step

Today

Deals pile up in Crustdata with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.

With Flann

“Show me open deals in Crustdata with no next step or no activity this month.”

Going stage by stage through Crustdata, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.

What you stop doing: Pipeline reviews no longer begin with clicking through every deal.

Today’s call list

Today

Tasks, callbacks and reminders are scattered across contacts in Crustdata. Finding today’s means clicking through views you set up long ago.

With Flann

“Give me today’s call list from Crustdata.”

Pulling every task and callback due today from Crustdata, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.

What you stop doing: Mornings start with a list instead of a search.

How Flann connects to Crustdata

  1. Open Connectors in Flann and choose Crustdata.
  2. Paste your Crustdata API key into the secure form Flann opens. You will find the key in your Crustdata account settings.
  3. Go back to WhatsApp and ask for what you need. Flann chooses the Crustdata action and fills in the details.

Look-ups run as soon as you ask and change nothing in Crustdata. You can disconnect Crustdata from Connectors at any time.

Ways to use Crustdata with Flann

Update the CRM by voice

After a call, send Flann a voice note. It turns it into an update for the right contact in Crustdata and asks you to confirm.

Know who you are talking to

Before a meeting, ask Flann for the contact’s history in Crustdata: last deal, last note, last time you spoke.

Follow up the leads you forgot

Ask Flann which leads in Crustdata have not heard from you in a week. It lists them and drafts the follow-up for each.

Everything Flann can do in Crustdata

The full list of Crustdata actions available to Flann once you connect it.

Looks up 15

  • Enrich person screener
  • Screener company information
  • Fetch headcount by facet timeseries
  • Filter decision makers data
  • Find companies by investor
  • Post funding milestone timeseries data
  • Post headcount timeseries data
  • Post web traffic data
  • Retrieve linkedin posts
  • Screen metrics and filter conditions
  • Search companies with filters
  • Search for job id in screener
  • Search indexed job listings
  • Search linkedin posts by keyword
  • Validate API Credentials

Changes 0

None.

More Sales & CRM apps Flann works with

See all integrations

Common questions

What can Flann do with companies in Crustdata?

Flann can search companies in Crustdata, using 2 actions (Find companies by investor, Search companies with filters). All of them only look things up, so they run straight away.

What can Flann do with linkedin posts in Crustdata?

Flann can look up and search linkedin posts in Crustdata, using 2 actions (Retrieve linkedin posts, Search linkedin posts by keyword). All of them only look things up, so they run straight away.

How does Flann connect to Crustdata?

Open Connectors in Flann, choose Crustdata and paste your Crustdata API key into a secure form. You will find the key in your Crustdata account settings. Once it is connected, Flann can use 15 actions in Crustdata.

Can I use Crustdata from WhatsApp?

Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Crustdata for you. You do not need to open Crustdata.

Does connecting Crustdata cost extra?

No. Crustdata is included in every Flann plan, along with every other app Flann connects to.

Put Crustdata to work from WhatsApp.

Flann connects to the WhatsApp number you already use. Connect Crustdata and ask for what you need. Live in 24 hours.