Integrations / CRM
Connect Salesmate to WhatsApp: products and companies by chat
Flann is an AI agent your business talks to on WhatsApp. Connect Salesmate once, then ask Flann to look things up in it or get work done in it, by text or voice note. Leads arrive on WhatsApp, Instagram and Facebook long before they reach Salesmate. Flann answers those conversations and can prepare the matching record in Salesmate, so nobody falls between the chat and the CRM.
6 actions in Salesmate. 3 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 Salesmate
Send any of these on WhatsApp, in your own words. Flann finds the right Salesmate action and fills in the details from the conversation.
“Show me my modules in Salesmate.”
“Look up the company in Salesmate.”
“Add a product in Salesmate.”
“Create a company in Salesmate.”
What Flann can work with in Salesmate
Salesmate gives Flann 6 actions across 4 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Companies | createlook up | 2 |
| Products | adddelete | 2 |
There are three ways to get products work done in Salesmate. Side by side:
| Compare | Opening SalesmateLog in, find it, do it | A rules toolRuns the steps you wired up | Salesmate 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 products | Filters and searches you run yourself | Only the look-ups someone built | 3 look-ups, answered straight away |
| Making changes | Typed in by hand | Run unchecked once built | 3 changes, made from a message |
| Salesmate records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Getting connected | Nothing new to set up | Someone builds and maintains each flow | Your Salesmate API key, once |
YesPartlyNo
Step by step: Salesmate jobs you can hand to Flann
Each step below names the Salesmate action Flann actually runs.
Create a company from a voice note
- You message Flann on WhatsApp: “Create a company in Salesmate with these details.”
- Flann runs
Get Companyin Salesmate and shows you what it found. - Flann runs
Create Companyin Salesmate. - Flann creates it in Salesmate and confirms in the chat.
Get answers about your modules
- You message Flann on WhatsApp: “What is the latest on our modules in Salesmate?”
- Flann runs
List Modulesin Salesmate and shows you what it found. - Nothing in Salesmate is changed: these are look-ups, so they run straight away.
Check your active users from WhatsApp
- You message Flann on WhatsApp: “Show me where our active users in Salesmate stand.”
- Flann runs
Get Active Usersin Salesmate and shows you what it found. - Nothing in Salesmate is changed: these are look-ups, so they run straight away.
Repetitive Salesmate 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.
Logging the meeting from the car park
Today
After a meeting you mean to write up the notes, set the next step and add a reminder in Salesmate. By the time you reach a desk, half the detail has gone.
With Flann
“Just met Priya at Northgate, wants a quote for twelve units, call her back Thursday.”
Flann matches Priya to her record in Salesmate, writes a clean meeting note and proposes a follow-up task for Thursday. It also suggests moving the deal to the quoting stage.
What you stop doing: Meeting notes stop depending on your memory at the end of the day.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to Salesmate. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to Salesmate tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks Salesmate 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.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Salesmate
- Search for Salesmate in Flann’s Connectors.
- Paste your Salesmate API key into the secure form Flann opens. You will find the key in your Salesmate account settings.
- From then on, message Flann on WhatsApp. It works in Salesmate whenever a request needs it.
Look-ups run as soon as you ask and change nothing in Salesmate. You can disconnect Salesmate from Connectors at any time.
Ways to use Salesmate 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 Salesmate: last deal, last note, last time you spoke.
Follow up the leads you forgot
Ask Flann which leads in Salesmate have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in Salesmate
The full list of Salesmate actions available to Flann once you connect it.
Looks up 3
- Get Active Users
- Get Company
- List Modules
Changes 3
- Add Product
- Create Company
- Delete Product
More CRM apps Flann works with
Common questions
What can Flann do with companies in Salesmate?
Flann can create and look up companies in Salesmate, using 2 actions (Create Company, Get Company). Looking up runs straight away and changes nothing. The other actions create or change companies in Salesmate.
What can Flann do with products in Salesmate?
Flann can add and delete products in Salesmate, using 2 actions (Add Product, Delete Product). Each one changes something in Salesmate.
How does Flann connect to Salesmate?
Open Connectors in Flann, choose Salesmate and paste your Salesmate API key into a secure form. You will find the key in your Salesmate account settings. Once it is connected, Flann can use 6 actions in Salesmate.
Can I use Salesmate from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Salesmate for you. You do not need to open Salesmate.
Is Salesmate included in my Flann plan?
Yes. Every Flann plan includes every app, Salesmate included.