Integrations / CRM
Connect Pipeline CRM to WhatsApp: deals and companies by chat
Flann turns Pipeline CRM into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in Pipeline CRM for you. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Pipeline CRM and get their history in a few lines. Look-ups are instant.
15 actions in Pipeline CRM. 9 only look things up, and 6 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Pipeline CRM
You do not need the exact wording. These are the kinds of messages Flann turns into Pipeline CRM actions.
“Show me my leads in Pipeline CRM.”
“Show me my deal stages in Pipeline CRM.”
“Show me my calendar tasks in Pipeline CRM.”
“Create a deal in Pipeline CRM.”
“Delete the calendar task in Pipeline CRM.”
“Create a company in Pipeline CRM.”
What Flann can work with in Pipeline CRM
Pipeline CRM gives Flann 15 actions across 6 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | createdeletelook upupdate | 5 |
| Calendar tasks | deletelook up | 3 |
| Deals | createdeletelook up | 3 |
| Deal stages | look up | 2 |
Here is what changes when Pipeline CRM goes through Flann instead of its own screens.
| Compare | Opening Pipeline CRMLog in, find it, do it | Pipeline CRM 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 deals | By hand, screen by screen | 9 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 6 changes, made from a message |
| Pipeline CRM records | All of them, one screen at a time | 6 kinds, from one chat |
| Set-up | Nothing new to set up | Your Pipeline CRM API key, once |
YesPartlyNo
Step by step: Pipeline CRM jobs you can hand to Flann
How a request turns into real Pipeline CRM actions, one step at a time.
Create a deal from a voice note
- You message Flann on WhatsApp: “Create a deal in Pipeline CRM with these details.”
- Flann runs
Get Deal by IDin Pipeline CRM and shows you what it found. - Flann runs
Create Dealin Pipeline CRM. - Flann creates it in Pipeline CRM and confirms in the chat.
Fix a company without opening Pipeline CRM
- You message Flann on WhatsApp: “Change the company in Pipeline CRM: here is what is different.”
- Flann runs
List Companiesin Pipeline CRM and shows you what it found. - Flann runs
Update Companyin Pipeline CRM. - Flann makes the change in Pipeline CRM and confirms in the chat.
Clean up calendar tasks you no longer need
- You message Flann on WhatsApp: “Which calendar tasks in Pipeline CRM are out of date? Remove the ones I confirm.”
- Flann runs
List calendar tasksin Pipeline CRM and shows you what it found. - Flann runs
Delete calendar taskin Pipeline CRM. - Each removal is confirmed in the chat.
Where Flann saves you time in Pipeline CRM
Small jobs, repeated often, are where the time goes. Here is how they change once Pipeline CRM is connected.
Merging the duplicate contacts
Today
The same customer sits in Pipeline CRM three times, under a nickname, a work email and a misspelt surname. Every report you pull is slightly wrong because of it.
With Flann
“Find duplicate contacts in Pipeline CRM and show me which ones to merge.”
Scanning Pipeline CRM for matching phone numbers, emails and similar names, Flann groups the likely duplicates and shows which record holds the most recent activity.
What you stop doing: Cleaning contacts stops being a job you put off every quarter.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Pipeline CRM. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Pipeline CRM.”
Pulling every task and callback due today from Pipeline CRM, 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Pipeline CRM
- Open Connectors in Flann and choose Pipeline CRM.
- Paste your Pipeline CRM API key into the secure form Flann opens. You will find the key in your Pipeline CRM account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Pipeline CRM action itself.
Of the 15 Pipeline CRM actions, 9 only read. The other 6 create, update, send or delete. Disconnect Pipeline CRM in Connectors whenever you like.
Ways to use Pipeline CRM with Flann
Follow up the leads you forgot
Ask Flann which leads in Pipeline CRM have not heard from you in a week. It lists them and drafts the follow-up for each.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Pipeline CRM and asks you to confirm.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Pipeline CRM: last deal, last note, last time you spoke.
Everything Flann can do in Pipeline CRM
Every Pipeline CRM action Flann can run, split into what it reads and what it changes.
Looks up 9
- Get calendar task by ID
- Get Company by ID
- Get Deal by ID
- Get Deal Stage by ID
- List calendar tasks
- List Companies
- List Deal Stages
- List Leads
- List Users
Changes 6
- Create Pipeline CRM Company
- Create Deal
- Delete calendar task
- Delete Company
- Delete Deal
- Update Company
More CRM apps Flann works with
Salesforce
ZendeskCommon questions
What can Flann do with companies in Pipeline CRM?
Flann can create, delete, look up and update companies in Pipeline CRM, using 5 actions (Create Pipeline CRM Company, Delete Company, Get Company by ID, List Companies and more). Looking up runs straight away and changes nothing. The other actions create or change companies in Pipeline CRM.
What can Flann do with calendar tasks in Pipeline CRM?
Flann can delete and look up calendar tasks in Pipeline CRM, using 3 actions (Delete calendar task, Get calendar task by ID, List calendar tasks). Looking up runs straight away and changes nothing. The other actions create or change calendar tasks in Pipeline CRM.
How does Flann connect to Pipeline CRM?
Open Connectors in Flann, choose Pipeline CRM and paste your Pipeline CRM API key into a secure form. You will find the key in your Pipeline CRM account settings. Once it is connected, Flann can use 15 actions in Pipeline CRM.
Do I need to open Pipeline CRM to use it with Flann?
No. Once Pipeline CRM is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in Pipeline CRM.
Does connecting Pipeline CRM cost extra?
No. Pipeline CRM is included in every Flann plan, along with every other app Flann connects to.