Integrations / CRM
Connect RocketReach to WhatsApp with an AI agent
Flann turns RocketReach into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in RocketReach for you. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in RocketReach and get their history in a few lines. Look-ups are instant.
12 actions in RocketReach. All of them only look things up, so nothing in RocketReach is ever changed. You connect with your API key.
What you can ask Flann to do in RocketReach
You do not need the exact wording. These are the kinds of messages Flann turns into RocketReach actions.
“Find a people in RocketReach.”
“Look up the person in RocketReach.”
“Show me my companies in RocketReach.”
Step by step: RocketReach jobs you can hand to Flann
How a request turns into real RocketReach actions, one step at a time.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in RocketReach?”
- Flann runs
List Companiesin RocketReach and shows you what it found. - Nothing in RocketReach is changed: these are look-ups, so they run straight away.
Check your industries from WhatsApp
- You message Flann on WhatsApp: “Show me where our industries in RocketReach stand.”
- Flann runs
Get Company Industriesin RocketReach and shows you what it found. - Nothing in RocketReach is changed: these are look-ups, so they run straight away.
Get answers about your peoples
- You message Flann on WhatsApp: “What is the latest on our peoples in RocketReach?”
- Flann runs
Search Peoplein RocketReach and shows you what it found. - Nothing in RocketReach is changed: these are look-ups, so they run straight away.
Where Flann saves you time in RocketReach
Small jobs, repeated often, are where the time goes. Here is how they change once RocketReach is connected.
Merging the duplicate contacts
Today
The same customer sits in RocketReach 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 RocketReach and show me which ones to merge.”
Scanning RocketReach 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.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in RocketReach, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in RocketReach have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in RocketReach with no reply and no logged activity since they were sent. For each one, Flann drafts a short note that refers to the actual items quoted, written in the customer’s language.
What you stop doing: Silent quotes stop expiring without a second try.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to RocketReach
- Open Connectors in Flann and choose RocketReach.
- Paste your RocketReach API key into the secure form Flann opens. You will find the key in your RocketReach account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right RocketReach action itself.
Of the 12 RocketReach actions, 12 only read. The other 0 create, update, send or delete. Disconnect RocketReach in Connectors whenever you like.
Ways to use RocketReach 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 RocketReach: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in RocketReach have not heard from you in a week. It lists them and drafts the follow-up for each.
Side by side, the two ways of working in RocketReach:
| Compare | In RocketReach yourselfYou click through each job | Flann on RocketReachYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Log in and click through the screens | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | 12 look-ups, answered straight away |
| RocketReach records | All of them, one screen at a time | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Your RocketReach API key, once |
YesPartlyNo
Everything Flann can do in RocketReach
Every RocketReach action Flann can run, split into what it reads and what it changes.
Looks up 12
- Get RocketReach Account Info
- List Companies
- Lookup Person and Company
- RocketReach Lookup Company
- RocketReach Lookup Person
- Search People
- Check Person Status
- Get Company Growth Metrics
- Get Company Industries
- Get Company Size
- Get Company Tech Stack
- RocketReach Get Company Funding
Changes 0
None.
More CRM apps Flann works with
ZendeskCommon questions
How does Flann connect to RocketReach?
Open Connectors in Flann, choose RocketReach and paste your RocketReach API key into a secure form. You will find the key in your RocketReach account settings. Once it is connected, Flann can use 12 actions in RocketReach.
Do I need to open RocketReach to use it with Flann?
No. Once RocketReach is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in RocketReach.
Does connecting RocketReach cost extra?
No. RocketReach is included in every Flann plan, along with every other app Flann connects to.