Integrations / Sales & CRM
Connect The Org to WhatsApp with an AI agent
Flann turns The Org into something you can message. Ask on WhatsApp, by text or voice note, and Flann does the work in The Org for you. Leads arrive on WhatsApp, Instagram and Facebook long before they reach The Org. Flann answers those conversations and can prepare the matching record in The Org, so nobody falls between the chat and the CRM.
8 actions in The Org. All of them only look things up, so nothing in The Org is ever changed. You connect with your API key.
What you can ask Flann to do in The Org
You do not need the exact wording. These are the kinds of messages Flann turns into The Org actions.
“Show me my people lists in The Org.”
“Find companies in The Org.”
“Find positions in The Org.”
Step by step: The Org jobs you can hand to Flann
How a request turns into real The Org actions, one step at a time.
Get answers about your companies
- You message Flann on WhatsApp: “What is the latest on our companies in The Org?”
- Flann runs
Search Companiesin The Org and shows you what it found. - Nothing in The Org is changed: these are look-ups, so they run straight away.
Check your people lists from WhatsApp
- You message Flann on WhatsApp: “Show me where our people lists in The Org stand.”
- Flann runs
List People Listsin The Org and shows you what it found. - Nothing in The Org is changed: these are look-ups, so they run straight away.
Get answers about your charts
- You message Flann on WhatsApp: “What is the latest on our charts in The Org?”
- Flann runs
Get Org Chartin The Org and shows you what it found. - Nothing in The Org is changed: these are look-ups, so they run straight away.
Where Flann saves you time in The Org
Small jobs, repeated often, are where the time goes. Here is how they change once The Org is connected.
Merging the duplicate contacts
Today
The same customer sits in The Org 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 The Org and show me which ones to merge.”
Scanning The Org 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 The Org, you only remember them once the customer has bought elsewhere.
With Flann
“Which quotes in The Org have had no reply for a week? Draft a nudge for each.”
It finds the open quotes in The Org 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 The Org
- Search for The Org in Flann’s Connectors.
- Paste your The Org API key into the secure form Flann opens. You will find the key in your The Org account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right The Org action itself.
Of the 8 The Org actions, 8 only read. The other 0 create, update, send or delete. Disconnect The Org in Connectors whenever you like.
Ways to use The Org with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in The Org and asks you to confirm.
Follow up the leads you forgot
Ask Flann which leads in The Org have not heard from you in a week. It lists them and drafts the follow-up for each.
How the same job compares, in The Org directly and through Flann.
| Compare | In The Org yourselfYou click through each job | Flann on The OrgYou 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 | 8 look-ups, answered straight away |
| The Org records | All of them, one screen at a time | 7 kinds, from one chat |
| Set-up | Nothing new to set up | Your The Org API key, once |
YesPartlyNo
Everything Flann can do in The Org
Every The Org action Flann can run, split into what it reads and what it changes.
Looks up 8
- Estimate Position Search Cost
- Get Current Usage
- Get Manager
- Get Org Chart
- Get Usage History
- List People Lists
- Search Companies
- Search Positions
Changes 0
None.
More Sales & CRM apps Flann works with
Common questions
How does Flann connect to The Org?
Open Connectors in Flann, choose The Org and paste your The Org API key into a secure form. You will find the key in your The Org account settings. Once it is connected, Flann can use 8 actions in The Org.
Do I need to open The Org to use it with Flann?
No. Once The Org is connected, you ask Flann on WhatsApp or in the Flann app, by text or voice note, and it does the work in The Org.
Is The Org included in my Flann plan?
Yes. Every Flann plan includes every app, The Org included.