To us, flexibility and freedom of choice is very important. We want to adapt to your needs, not your needs to adapt to us. Most businesses use some kind of CRM, even multiple CRMs. These are important tools to any business, and what's important to any business is important to us. Automating your networking can help you save time, so that you can focus on building relationships. We want Wobb to work seamlessly with any CRM, and in this overview we're taking a look at how we integrate with them.
CRM integration is entirely optional, and is enabled in your user settings. The first time you want to connect to your CRM, you'll be prompted to log in. Once you're logged in, you're almost good to go! There's just a few quick settings that needs to be set up. These settings can of course be changed later.
When you set up your CRM, you'll be presented with two different modes for your contact flow. These modes decide what to do when you add a new contact. When you add a new contact to Wobb, you'd often like to add them to your CRM as well. However, you may not want to add all your new contacts to your CRM.
Queue mode puts all your new contacts into a queue, where you can manually choose which contacts you want to add to your CRM. Auto mode will automatically add every new contact to your CRM. If you're dealing with different CRMs, we recommend using Queue mode. However, you can also set up Auto mode with filters. E.g., send all new contacts within 'marketing' to Salesforce, and send contacts in the retail business to Pipedrive. It's up to you how you want to manage it.
As a part of the setup process, you can choose to import existing contacts from your CRM. If you choose to do so, your home screen will be populated with new cards based on the contacts from your CRM. If you choose no, nothing special happens.
If you want to keep your contacts synchronised between Wobb and your CRM, you can enable Contact sync. The synchronisation is two-way, which means that if you update your contact in your CRM, it will be updated in Wobb, and vice versa.
We use OAuth with every CRM that supports it. That means we don't handle your credentials at all. However, many CRM solutions requires you to get an API key from your account settings which you will need to enter in order to integrate with your CRM. In these cases, we'll provide instructions on how and where to get them. The only thing you need to know is that we do not collect, share or expose these keys.
Is my CRM supported?
At launch we're supporting as many CRM solutions as possible, prioritising OAuth compatible CRMs. If your preferred CRM is not listed, however, please send us a request. We'll add it faster than you can say Customer Relationship Management.
- Microsoft Dynamics 365
- Google Contacts
- Act! Essentials
- SAP Hybris
We're dedicated to making the integration with CRM systems as smooth and fast as possible. If you're interested and want to help us, please do not hesitate to join our pilot program!
Saturday, June 2, 2018