Integrations / CRM
Connect NetHunt CRM to WhatsApp: records by chat
Flann is an AI agent your business talks to on WhatsApp. Connect NetHunt CRM 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 NetHunt CRM 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.
12 actions in NetHunt CRM. 11 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in NetHunt CRM
Send any of these on WhatsApp, in your own words. Flann finds the right NetHunt CRM action and fills in the details from the conversation.
“Show me my readable folders in NetHunt CRM.”
“Show me my writable folders in NetHunt CRM.”
“Show me my comments in NetHunt CRM.”
What Flann can work with in NetHunt CRM
NetHunt CRM gives Flann 12 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Records | deletesearchlook up | 3 |
There are three ways to get records work done in NetHunt CRM. Side by side:
| Compare | Opening NetHunt CRMLog in, find it, do it | A rules toolRuns the steps you wired up | NetHunt CRM through FlannAsk and get it done |
|---|---|---|---|
| Getting started on a job | Open the app and find the right page | Only what was wired up in advance | A WhatsApp message, typed or spoken |
| Finding answers about records | Filters and searches you run yourself | Only the look-ups someone built | 11 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 1 change, made from a message |
| NetHunt CRM records | All of them, one screen at a time | Only the ones you wire up | 7 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your NetHunt CRM API key, once |
YesPartlyNo
Step by step: NetHunt CRM jobs you can hand to Flann
Each step below names the NetHunt CRM action Flann actually runs.
Clean up records you no longer need
- You message Flann on WhatsApp: “Which records in NetHunt CRM are out of date? Remove the ones I confirm.”
- Flann runs
Find Recordsin NetHunt CRM and shows you what it found. - Flann runs
Delete Recordin NetHunt CRM. - Each removal is confirmed in the chat.
Get answers about your comments
- You message Flann on WhatsApp: “What is the latest on our comments in NetHunt CRM?”
- Flann runs
Get New Commentsin NetHunt CRM and shows you what it found. - Nothing in NetHunt CRM is changed: these are look-ups, so they run straight away.
Check your google drive files from WhatsApp
- You message Flann on WhatsApp: “Show me where our google drive files in NetHunt CRM stand.”
- Flann runs
Get New Google Drive Filesin NetHunt CRM and shows you what it found. - Nothing in NetHunt CRM is changed: these are look-ups, so they run straight away.
Repetitive NetHunt 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.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to NetHunt CRM. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to NetHunt CRM tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks NetHunt CRM 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.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking NetHunt 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 NetHunt 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 NetHunt CRM
- In Flann, go to Connectors and find NetHunt CRM.
- Paste your NetHunt CRM API key into the secure form Flann opens. You will find the key in your NetHunt CRM account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the NetHunt CRM action and fills in the details.
Look-ups run as soon as you ask and change nothing in NetHunt CRM. You can disconnect NetHunt CRM from Connectors at any time.
Ways to use NetHunt CRM with Flann
Move deals forward
Tell Flann a deal closed or stalled.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises NetHunt CRM in a few lines you can read in a queue.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in NetHunt CRM: last deal, last note, last time you spoke.
Everything Flann can do in NetHunt CRM
The full list of NetHunt CRM actions available to Flann once you connect it.
Looks up 11
- Find Records
- Get New Call Logs
- Get New Records
- Get Updated Records
- List Readable Folders
- List Writable Folders
- Get New Comments
- Get New Google Drive Files
- Get Record Changes
- List Folder Fields
- Test NetHunt CRM Authentication
Changes 1
- Delete Record
More CRM apps Flann works with
SalesforceCommon questions
What can Flann do with records in NetHunt CRM?
Flann can delete, search and look up records in NetHunt CRM, using 3 actions (Delete Record, Find Records, Get New Records). Looking up runs straight away and changes nothing. The other actions create or change records in NetHunt CRM.
How does Flann connect to NetHunt CRM?
Open Connectors in Flann, choose NetHunt CRM and paste your NetHunt CRM API key into a secure form. You will find the key in your NetHunt CRM account settings. Once it is connected, Flann can use 12 actions in NetHunt CRM.
Can I use NetHunt CRM from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in NetHunt CRM for you. You do not need to open NetHunt CRM.
Which Flann plan do I need for NetHunt CRM?
Any of them. Every Flann plan includes NetHunt CRM and every other app.