Integrations / AI Sales Tools
Connect SalesRobot to WhatsApp with an AI agent
Flann turns SalesRobot into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in SalesRobot for you. Owners rarely open SalesRobot as often as they should. That is not a discipline problem. It is friction, and Flann removes it by letting you work your contacts and deals from the one app you never close.
10 actions in SalesRobot. 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 SalesRobot
You do not need the exact wording. These are the kinds of messages Flann turns into SalesRobot actions.
“Show me my campaigns in SalesRobot.”
“Show me my LinkedIn posts in SalesRobot.”
“Show me my LinkedIn accounts in SalesRobot.”
“Send a message from SalesRobot.”
“Add a prospect in SalesRobot.”
What Flann can work with in SalesRobot
SalesRobot gives Flann 10 actions across 7 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Prospects | addupdate | 2 |
Here is what changes when SalesRobot goes through Flann instead of its own screens.
| Compare | In SalesRobot yourselfYou click through each job | Flann on SalesRobotYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers | Filters and searches you run yourself | 7 look-ups, answered straight away |
| Making changes | Typed in by hand | 3 changes, made from a message |
| SalesRobot records | All of them, one screen at a time | 7 kinds, from one chat |
| Getting connected | Nothing new to set up | Your SalesRobot API key, once |
YesPartlyNo
Step by step: SalesRobot jobs you can hand to Flann
How a request turns into real SalesRobot actions, one step at a time.
Get answers about your campaigns
- You message Flann on WhatsApp: “What is the latest on our campaigns in SalesRobot?”
- Flann runs
List Campaignsin SalesRobot and shows you what it found. - Nothing in SalesRobot is changed: these are look-ups, so they run straight away.
Check your LinkedIn posts from WhatsApp
- You message Flann on WhatsApp: “Show me where our LinkedIn posts in SalesRobot stand.”
- Flann runs
List LinkedIn Postsin SalesRobot and shows you what it found. - Nothing in SalesRobot is changed: these are look-ups, so they run straight away.
Get answers about your inbox threads
- You message Flann on WhatsApp: “What is the latest on our inbox threads in SalesRobot?”
- Flann runs
List Inbox Threadsin SalesRobot and shows you what it found. - Nothing in SalesRobot is changed: these are look-ups, so they run straight away.
Where Flann saves you time in SalesRobot
Small jobs, repeated often, are where the time goes. Here is how they change once SalesRobot is connected.
Quotes nobody answered
Today
Quotes go out and some simply go quiet. Without a proper check in SalesRobot, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in SalesRobot have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in SalesRobot 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.
Business cards after an event
Today
A trade show leaves you with a pocket of business cards and a promise to add them to SalesRobot. The pile sits on the desk for weeks.
With Flann
“Photos of the cards from today’s expo. Add them to SalesRobot tagged Expo leads.”
From each photo Flann reads the name, company, role, phone and email, then checks SalesRobot 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 SalesRobot
- Open Connectors in Flann and choose SalesRobot.
- Paste your SalesRobot API key into the secure form Flann opens. You will find the key in your SalesRobot account settings.
- From then on, message Flann on WhatsApp. It works in SalesRobot whenever a request needs it.
Of the 10 SalesRobot actions, 7 only read. The other 3 create, update, send or delete. Disconnect SalesRobot in Connectors whenever you like.
Ways to use SalesRobot with Flann
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises SalesRobot in a few lines you can read in a queue.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in SalesRobot and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in SalesRobot have not heard from you in a week. It lists them and drafts the follow-up for each.
Everything Flann can do in SalesRobot
Every SalesRobot action Flann can run, split into what it reads and what it changes.
Looks up 7
- Get LinkedIn Profile
- Get Prospect Sequence Status
- List Campaign Prospects
- List Campaigns
- List Inbox Threads
- List LinkedIn Accounts
- List LinkedIn Posts
Changes 3
- Add Prospect to Campaign
- Send Message
- Update Prospect
More AI Sales Tools apps Flann works with
Common questions
What can Flann do with prospects in SalesRobot?
Flann can add and update prospects in SalesRobot, using 2 actions (Add Prospect to Campaign, Update Prospect). Each one changes something in SalesRobot.
How does Flann connect to SalesRobot?
Open Connectors in Flann, choose SalesRobot and paste your SalesRobot API key into a secure form. You will find the key in your SalesRobot account settings. Once it is connected, Flann can use 10 actions in SalesRobot.
Do I need to open SalesRobot to use it with Flann?
No. Once SalesRobot is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in SalesRobot.
Does connecting SalesRobot cost extra?
No. SalesRobot is included in every Flann plan, along with every other app Flann connects to.