Integrations / CRM
Connect Zixflow to WhatsApp with an AI agent
Flann is an AI agent your business talks to on WhatsApp. Connect Zixflow 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 Zixflow. Flann answers those conversations and can prepare the matching record in Zixflow, so nobody falls between the chat and the CRM.
7 actions in Zixflow. 6 only look things up, and 1 create, update, send or delete. You connect with your API key.
What you can ask Flann to do in Zixflow
Send any of these on WhatsApp, in your own words. Flann finds the right Zixflow action and fills in the details from the conversation.
“Look up the SMS report in Zixflow.”
“Look up the email report in Zixflow.”
“Look up the WhatsApp campaign report in Zixflow.”
Step by step: Zixflow jobs you can hand to Flann
Each step below names the Zixflow action Flann actually runs.
Get answers about your email reports
- You message Flann on WhatsApp: “What is the latest on our email reports in Zixflow?”
- Flann runs
Get Email Reportin Zixflow and shows you what it found. - Nothing in Zixflow is changed: these are look-ups, so they run straight away.
Check your SMS reports from WhatsApp
- You message Flann on WhatsApp: “Show me where our SMS reports in Zixflow stand.”
- Flann runs
Get SMS Reportin Zixflow and shows you what it found. - Nothing in Zixflow is changed: these are look-ups, so they run straight away.
Get answers about your WhatsApp campaign reports
- You message Flann on WhatsApp: “What is the latest on our WhatsApp campaign reports in Zixflow?”
- Flann runs
Get WhatsApp Campaign Reportin Zixflow and shows you what it found. - Nothing in Zixflow is changed: these are look-ups, so they run straight away.
Repetitive Zixflow 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.
Deals with no next step
Today
Deals pile up in Zixflow 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 Zixflow with no next step or no activity this month.”
Going stage by stage through Zixflow, 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.
Routing new leads to the right person
Today
Each morning you read the new leads in Zixflow and decide who should handle them. While you decide, the lead goes cold.
With Flann
“Assign today’s new leads in Zixflow, Arabic speakers to Sami, the rest to Claire.”
Following the rule you gave, Flann reads each new lead in Zixflow, notes the language and the enquiry, and proposes an owner.
What you stop doing: You stop being the bottleneck between a lead and a reply.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Zixflow
- Search for Zixflow in Flann’s Connectors.
- Paste your Zixflow API key into the secure form Flann opens. You will find the key in your Zixflow account settings.
- Ask Flann for what you need on WhatsApp, by text or voice note. It picks the right Zixflow action itself.
Look-ups run as soon as you ask and change nothing in Zixflow. You can disconnect Zixflow from Connectors at any time.
Ways to use Zixflow with Flann
Update the CRM by voice
After a call, send Flann a voice note. It turns it into an update for the right contact in Zixflow and asks you to confirm.
Move deals forward
Tell Flann a deal closed or stalled.
Follow up the leads you forgot
Ask Flann which leads in Zixflow have not heard from you in a week. It lists them and drafts the follow-up for each.
Doing it yourself, wiring up a rule, or asking an agent: here is how they compare for Zixflow.
| Compare | In Zixflow yourselfYou click through each job | A fixed workflowTriggers built in advance | Flann on ZixflowYou ask, Flann does the clicking |
|---|---|---|---|
| Asking for something | Log in and click through the screens | Only what was wired up in advance | Text or voice note, in your own words |
| Looking things up | By hand, screen by screen | Only the look-ups someone built | 6 look-ups, answered straight away |
| Creating and updating | Typed in by hand | Run unchecked once built | 1 change, made from a message |
| Zixflow records | All of them, one screen at a time | Only the ones you wire up | 4 kinds, from one chat |
| Set-up | Nothing new to set up | Someone builds and maintains each flow | Your Zixflow API key, once |
YesPartlyNo
Everything Flann can do in Zixflow
The full list of Zixflow actions available to Flann once you connect it.
Looks up 6
- Get Email Report
- Get SMS Report
- Get WhatsApp Campaign Report
- Get WhatsApp Template Variables
- List Attribute Options
- List Attribute Status Options
Changes 1
- Create Attribute
More CRM apps Flann works with
Common questions
How does Flann connect to Zixflow?
Open Connectors in Flann, choose Zixflow and paste your Zixflow API key into a secure form. You will find the key in your Zixflow account settings. Once it is connected, Flann can use 7 actions in Zixflow.
Can I use Zixflow from WhatsApp?
Yes. You talk to Flann on WhatsApp or in the Flann app, by text or voice note, and Flann works in Zixflow for you. You do not need to open Zixflow.
Is Zixflow included in my Flann plan?
Yes. Every Flann plan includes every app, Zixflow included.