Integrations / CRM
Connect Forcemanager to WhatsApp: products and activities by chat
Flann turns Forcemanager into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Forcemanager for you. Connected to Flann, Forcemanager behaves like a colleague who never forgets a follow-up. Flann suggests who to contact, drafts the message in the customer’s language and prepares the record update.
20 actions in Forcemanager. 8 only look things up, and 12 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Forcemanager
You do not need the exact wording. These are the kinds of messages Flann turns into Forcemanager actions.
“Look up the product in Forcemanager.”
“Look up the sales order line in Forcemanager.”
“Look up the view in Forcemanager.”
“Delete the contact in Forcemanager.”
“Update the product in Forcemanager.”
“Delete the sales order in Forcemanager.”
What Flann can work with in Forcemanager
Forcemanager gives Flann 20 actions across 9 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Activities | deletelook upupdate | 3 |
| Companies | deletelook upupdate | 3 |
| Products | look upupdate | 2 |
| Sales orders | deleteupdate | 2 |
| Sales order lines | deletelook upupdate | 3 |
| Views | deletelook up | 3 |
How the same product job compares, in Forcemanager directly and through Flann.
| Compare | Opening ForcemanagerLog in, find it, do it | Forcemanager through FlannAsk and get it done |
|---|---|---|
| Getting started on a job | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up about products | By hand, screen by screen | 8 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 12 changes, made from a message |
| Forcemanager records | All of them, one screen at a time | 9 kinds, from one chat |
| Set-up | Nothing new to set up | Your Forcemanager API key, once |
YesPartlyNo
Step by step: Forcemanager jobs you can hand to Flann
How a request turns into real Forcemanager actions, one step at a time.
Fix a product without opening Forcemanager
- You message Flann on WhatsApp: “Change the product in Forcemanager: here is what is different.”
- Flann runs
Get Productin Forcemanager and shows you what it found. - Flann runs
Update Productin Forcemanager. - Flann makes the change in Forcemanager and confirms in the chat.
Clean up activities you no longer need
- You message Flann on WhatsApp: “Which activities in Forcemanager are out of date? Remove the ones I confirm.”
- Flann runs
Get Activityin Forcemanager and shows you what it found. - Flann runs
Delete Activityin Forcemanager. - Each removal is confirmed in the chat.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in Forcemanager?”
- Flann runs
Get Companyin Forcemanager and shows you what it found. - Nothing in Forcemanager is changed: these are look-ups, so they run straight away.
Where Flann saves you time in Forcemanager
Small jobs, repeated often, are where the time goes. Here is how they change once Forcemanager is connected.
Routing new leads to the right person
Today
Each morning you read the new leads in Forcemanager and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Forcemanager, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Forcemanager, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Forcemanager. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Forcemanager tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Forcemanager 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Forcemanager
- Search for Forcemanager in Flann’s Connectors.
- Paste your Forcemanager API key into the secure form Flann opens. You will find the key in your Forcemanager account settings.
- From then on, message Flann on WhatsApp. It works in Forcemanager whenever a request needs it.
Of the 20 Forcemanager actions, 8 only read. The other 12 create, update, send or delete. Disconnect Forcemanager in Connectors whenever you like.
Ways to use Forcemanager with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Forcemanager: last deal, last note, last time you spoke.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Forcemanager and asks you to confirm.
Everything Flann can do in Forcemanager
Every Forcemanager action Flann can run, split into what it reads and what it changes.
Looks up 8
- Get Activity
- Get Company
- Get Internal ID
- Get Product
- Get Sales Order Line
- Get User
- Get View
- List Views
Changes 12
- Delete Activity
- Delete Company
- Delete Contact
- Delete Master Data Value
- Delete Sales Order
- Delete Sales Order Line
- Delete View
- Update Activity
- Update Company
- Update Product
- Update Sales Order
- Update Sales Order Line
More CRM apps Flann works with
Godial
ZohoCommon questions
What can Flann do with activities in Forcemanager?
Flann can delete, look up and update activities in Forcemanager, using 3 actions (Delete Activity, Get Activity, Update Activity). Looking up runs straight away and changes nothing. The other actions create or change activities in Forcemanager.
What can Flann do with companies in Forcemanager?
Flann can delete, look up and update companies in Forcemanager, using 3 actions (Delete Company, Get Company, Update Company). Looking up runs straight away and changes nothing. The other actions create or change companies in Forcemanager.
How does Flann connect to Forcemanager?
Open Connectors in Flann, choose Forcemanager and paste your Forcemanager API key into a secure form. You will find the key in your Forcemanager account settings. Once it is connected, Flann can use 20 actions in Forcemanager.
Do I need to open Forcemanager to use it with Flann?
No. Once Forcemanager is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Forcemanager.
Is Forcemanager included in my Flann plan?
Yes. Every Flann plan includes every app, Forcemanager included.