Integrating with Base CRM allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS messages as notes into Base CRM under your customers profile.
See CRM Integrations for generic CRM integration features and behavior.
To setup the integration, go to Account Settings (gear wheel on the upper right), click the integration tab.
Using the drop down menu, select the Base CRM. You will see a secondary section appear with instructions on setting up your Base CRM integration.
The 'Access Key' in Base CRM can be found after logging in to Base CRM.
Go to your profile and under 'Preferences' select 'Oauth'. Under 'Access Tokens' tab, click the 'Add Access Token'. See screenshot above for Access Token preferences. Click 'Save' and copy the token and paste it into the 'Access Key' field in MyRepChat and Click 'Save'.
For questions about Adding an Access Token in Base CRM, please reach out to support at Base CRM.
As you might expect, each CRM is different for search behavior and may have limitations or 'gotchas'. This is the Base CRM specific behavior:
- Phone searches only search contacts in the mobile field and ignores any punctuation.
- Phone is a 'contains' search so a search for last 4 digits of a number will match.
- Name searches look in both first and last name fields.