Virtual Assistant ×

Hi and welcome to UX First. If you have any questions or like to get in touch, please let me know and I'll do my best to help.

Unlock the Power of CRM Integration

Enhance your WhatsApp agent's effectiveness by integrating with your CRM system.

CRM API Image

Introducing CRM Integration

Integrate your WhatsApp agent with any CRM that offers an open API. By doing so, you can deliver a personalized, efficient, and data-driven customer experience. We offer seamless integrations with top CRMs like Salesforce, HubSpot, Microsoft Dynamics, and Firefish.

Key CRM Integration Use Cases

Greeting Users by Name

Create a more personal and engaging experience by greeting users by name as soon as they interact with your WhatsApp agent.

Enhanced engagement: Personalize interactions to make users feel valued.
Brand consistency: Ensure consistent, on-brand greetings for all customers.

Reading from CRM

Empower your WhatsApp agent to retrieve and utilize customer information stored in your CRM, such as past interactions, preferences, and purchase history.

Contextual interactions: Provide support that is informed by past interactions.
Increased efficiency: Quickly access relevant customer information to resolve queries faster.

Writing to CRM

Automatically log customer interactions, update contact details, and track important data like purchase history directly from WhatsApp to your CRM.

Automated record-keeping: Ensure that all interactions are accurately logged without manual input.
Real-time updates: Keep customer records up-to-date with the latest information.
Insightful data: Track customer preferences and purchase history for targeted marketing.

Supported CRM Integrations

Firefish

Firefish is a recruitment CRM that helps businesses manage candidate relationships and streamline the hiring process.

Recruitment tracking: Manage candidate journeys from application to hire.
Pipeline management: Track job openings, candidate stages, and recruitment metrics.
Candidate engagement: Maintain communication with candidates through automated messages.

Salesforce

Salesforce is a leading CRM platform used for managing customer relationships, sales, and support.

Customer relationship management: Centralize customer data to improve interactions.
Sales automation: Streamline sales processes and track opportunities.
Detailed analytics: Gain insights into customer behavior and sales performance.

HubSpot

HubSpot is an inbound marketing and sales platform that helps companies attract visitors, convert leads, and close customers.

Lead management: Track and manage potential customers from lead to sale.
Marketing automation: Automate marketing campaigns and track their performance.
Customer analytics: Analyze customer data to improve marketing and sales strategies.

Microsoft Dynamics

Microsoft Dynamics is a suite of enterprise resource planning (ERP) and customer relationship management (CRM) software applications.

Comprehensive CRM: Manage customer relationships and business processes efficiently.
Sales and service automation: Streamline workflows and improve customer service.
Integration with Microsoft tools: Seamlessly integrate with Office 365, LinkedIn, and other Microsoft services.

Ready to Elevate Your CRM Integration?

Contact us to discuss how integrating with your CRM can enhance customer engagement and streamline your operations.

U X _ First WhatsApp Assistant
Try our WhatsApp Assistant by clicking here

Try our WhatsApp Assistant by scanning this QR Code

WhatsApp QR Code