Integrations / CRM
Manage Twenty CRM records from WhatsApp
Flann connects Twenty to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Twenty action. Leads arrive on WhatsApp, Instagram and Facebook long before they reach Twenty. Flann answers those conversations and can prepare the matching record in Twenty, so nobody falls between the chat and the CRM.
8 actions in Twenty. 4 only look things up, and 4 create, update, send or delete. You connect with your API key.
What Flann can work with in Twenty
Twenty gives Flann 8 actions across 1 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| CRM records | createdeletelook upupdate | 5 |
Here is what changes when Twenty goes through Flann instead of its own screens.
| Compare | Opening TwentyLog in, find it, do it | Twenty 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 CRM records | By hand, screen by screen | 4 look-ups, answered straight away |
| Creating and updating | Typed in by hand | 4 changes, made from a message |
| Set-up | Nothing new to set up | Your Twenty API key, once |
YesPartlyNo
Step by step: Twenty jobs you can hand to Flann
What happens between your message and the result in Twenty.
Create a CRM record from a voice note
- You message Flann on WhatsApp: “Create a CRM record in Twenty with these details.”
- Flann runs
List CRM Recordsin Twenty and shows you what it found. - Flann runs
Create CRM Recordin Twenty. - Flann creates it in Twenty and confirms in the chat.
The Twenty jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Merging the duplicate contacts
Today
The same customer sits in Twenty 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 Twenty and show me which ones to merge.”
Scanning Twenty 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.
Deals with no next step
Today
Deals pile up in Twenty with no next action, no date and no owner. The pipeline looks full while a good part of it is quietly dead.
With Flann
“Show me open deals in Twenty with no next step or no activity this month.”
Going stage by stage through Twenty, Flann lists the deals that have stalled, with the last contact date and who owns each one. Short and honest.
What you stop doing: Pipeline reviews no longer begin with clicking through every deal.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Twenty
- Search for Twenty in Flann’s Connectors.
- Paste your Twenty API key into the secure form Flann opens. You will find the key in your Twenty account settings.
- Go back to WhatsApp and ask for what you need. Flann chooses the Twenty action and fills in the details.
Reading from Twenty is instant. Twenty stays connected until you remove it in Connectors.
Ways to use Twenty with Flann
Move deals forward
Tell Flann a deal closed or stalled.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Twenty 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 Twenty and asks you to confirm.
Everything Flann can do in Twenty
All 8 Twenty actions, as Flann sees them.
Looks up 4
- Get CRM Record
- List CRM Fields
- List CRM Objects
- List CRM Records
Changes 4
- Batch Create CRM Records
- Create CRM Record
- Delete CRM Record
- Update CRM Record
More CRM apps Flann works with
Common questions
What can Flann do with CRM records in Twenty?
Flann can create, delete, look up and update CRM records in Twenty, using 5 actions (Create CRM Record, Delete CRM Record, Get CRM Record, List CRM Records and more). Looking up runs straight away and changes nothing. The other actions create or change CRM records in Twenty.
How does Flann connect to Twenty?
Open Connectors in Flann, choose Twenty and paste your Twenty API key into a secure form. You will find the key in your Twenty account settings. Once it is connected, Flann can use 8 actions in Twenty.
How do I ask Flann to do something in Twenty?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Twenty action that fits and asks if anything is missing.
Is Twenty included in my Flann plan?
Yes. Every Flann plan includes every app, Twenty included.