Integrations / Sales & CRM
Connect LeadIQ to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect LeadIQ once, then ask Flann to look things up in it or get work done in it, by text or voice note. LeadIQ is where your leads and customers live. Flann puts that record in your pocket and keeps it current from WhatsApp.
9 actions in LeadIQ. 7 only look things up, and 2 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in LeadIQ
Send any of these on WhatsApp, in your own words. Flann finds the right LeadIQ action and fills in the details from the conversation.
“Look up the contact tracking balance in LeadIQ.”
“Find a people in LeadIQ.”
“Find a company in LeadIQ.”
Step by step: LeadIQ jobs you can hand to Flann
Each step below names the LeadIQ action Flann actually runs.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in LeadIQ?”
- Flann runs
Search Companyin LeadIQ and shows you what it found. - Nothing in LeadIQ is changed: these are look-ups, so they run straight away.
Check your peoples from WhatsApp
- You message Flann on WhatsApp: “Show me where our peoples in LeadIQ stand.”
- Flann runs
Search Peoplein LeadIQ and shows you what it found. - Nothing in LeadIQ is changed: these are look-ups, so they run straight away.
Get answers about your contact tracking balances
- You message Flann on WhatsApp: “What is the latest on our contact tracking balances in LeadIQ?”
- Flann runs
Get Contact Tracking Balancein LeadIQ and shows you what it found. - Nothing in LeadIQ is changed: these are look-ups, so they run straight away.
Repetitive LeadIQ 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 LeadIQ 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 LeadIQ with no next step or no activity this month.”
Going stage by stage through LeadIQ, 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.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in LeadIQ. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to LeadIQ?”
Reading the renewal dates, contract ends and purchase patterns in LeadIQ, 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 LeadIQ
- Search for LeadIQ in Flann’s Connectors.
- Paste your LeadIQ API key into the secure form Flann opens. You will find the key in your LeadIQ account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the LeadIQ action and fills in the details.
Look-ups run as soon as you ask and change nothing in LeadIQ. You can disconnect LeadIQ from Connectors at any time.
Ways to use LeadIQ with Flann
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in LeadIQ: 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 LeadIQ and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in LeadIQ have not heard from you in a week. It lists them and drafts the follow-up for each.
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for LeadIQ.
| Compare | LeadIQ 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 | By hand, screen by screen | Only the look-ups someone built | 7 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 2 changes, made from a message |
| LeadIQ records | All of them, one screen at a time | Only the ones you wire up | 5 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your LeadIQ API key, once |
YesPartlyNo
Everything Flann can do in LeadIQ
The full list of LeadIQ actions available to Flann once you connect it.
Looks up 7
- Get Account Details
- Get Contact Tracking Balance
- Get Usage Statistics
- Search Company
- Search Grouped Advanced
- Search People
- Flat Advanced Search
Changes 2
- Abandon Import Batch
- Submit Person Feedback
More Sales & CRM apps Flann works with
SalesforceCommon questions
How does Flann connect to LeadIQ?
Open Connectors in Flann, choose LeadIQ and paste your LeadIQ API key into a secure form. You will find the key in your LeadIQ account settings. Once it is connected, Flann can use 9 actions in LeadIQ.
Can I use LeadIQ from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in LeadIQ for you. You do not need to open LeadIQ.
Is LeadIQ included in my Flann plan?
Yes. Every Flann plan includes every app, LeadIQ included.