Integrations / Sales & CRM
Manage Ocean.io companies from WhatsApp
Flann connects Ocean.io to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Ocean.io action. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Ocean.io and get their history in a few lines. Look-ups are instant.
10 actions in Ocean.io. 7 only look things up, and 3 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Ocean.io
Type it or say it in a voice note. Flann works out which Ocean.io action you mean.
“Find a people in Ocean.io.”
“Find companies in Ocean.io.”
“Look up the credit balance in Ocean.io.”
What Flann can work with in Ocean.io
Ocean.io gives Flann 10 actions across 3 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | look upsearch | 2 |
| Peoples | look upsearch | 2 |
Side by side, the two ways of working in Ocean.io:
| Compare | Opening Ocean.ioLog in, find it, do it | Ocean.io 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 companies | Filters and searches you run yourself | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | 3 changes, made from a message |
| Ocean.io records | All of them, one screen at a time | 3 kinds, from one chat |
| Getting connected | Nothing new to set up | Your Ocean.io API key, once |
YesPartlyNo
Step by step: Ocean.io jobs you can hand to Flann
What happens between your message and the result in Ocean.io.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in Ocean.io?”
- Flann runs
Search CompaniesandLookup Companiesin Ocean.io and shows you what it found. - Nothing in Ocean.io 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 Ocean.io stand.”
- Flann runs
Search PeopleandLookup Peoplein Ocean.io and shows you what it found. - Nothing in Ocean.io is changed: these are look-ups, so they run straight away.
Get answers about your credit balances
- You message Flann on WhatsApp: “What is the latest on our credit balances in Ocean.io?”
- Flann runs
Get Credit Balancein Ocean.io and shows you what it found. - Nothing in Ocean.io is changed: these are look-ups, so they run straight away.
The Ocean.io jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Ocean.io. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Ocean.io?”
Reading the renewal dates, contract ends and purchase patterns in Ocean.io, 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.
Replying with the whole history in hand
Today
Whenever a customer messages on WhatsApp you reply without checking Ocean.io, 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 Ocean.io 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 Ocean.io
- Open Connectors in Flann and choose Ocean.io.
- Paste your Ocean.io API key into the secure form Flann opens. You will find the key in your Ocean.io account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Ocean.io action itself.
Reading from Ocean.io is instant. Ocean.io stays connected until you remove it in Connectors.
Ways to use Ocean.io with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Ocean.io have not heard from you in a week. It lists them and drafts the follow-up for each.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Ocean.io in a few lines you can read in a queue.
Everything Flann can do in Ocean.io
All 10 Ocean.io actions, as Flann sees them.
Looks up 7
- Autocomplete Values
- Get Credit Balance
- Get Data Field Values
- Lookup Companies
- Lookup People
- Search Companies
- Search People
Changes 3
- Enrich Company
- Enrich Person
- Gather Missing Company Data
More Sales & CRM apps Flann works with
Common questions
What can Flann do with companies in Ocean.io?
Flann can look up and search companies in Ocean.io, using 2 actions (Lookup Companies, Search Companies). All of them only look things up, so they run straight away.
What can Flann do with peoples in Ocean.io?
Flann can look up and search peoples in Ocean.io, using 2 actions (Lookup People, Search People). All of them only look things up, so they run straight away.
How does Flann connect to Ocean.io?
Open Connectors in Flann, choose Ocean.io and paste your Ocean.io API key into a secure form. You will find the key in your Ocean.io account settings. Once it is connected, Flann can use 10 actions in Ocean.io.
How do I ask Flann to do something in Ocean.io?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Ocean.io action that fits and asks if anything is missing.
Does connecting Ocean.io cost extra?
No. Ocean.io is included in every Flann plan, along with every other app Flann connects to.