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 start the integration process you will need to click on the "Contacts" button from the toolbar.
A list of any existing contacts will appear in the left hand panel. Click on the "+Add" button to begin a new contact import.
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.
Bulk Import of Contacts
You're able to bulk import contacts from the Contacts page by clicking 'Get Contacts'
You can now click 'Get Contacts' to import contacts from Base CRM.
Highlight the contacts you want to import and click 'Import Selected Contacts'.
Contacts imported from Base CRM will have the Base logo listed in the contact details. A mobile phone in Base CRM will automatically be added as the number to use for messaging.
In Messaging, you're able to search contacts by phone number, first name, or last name.
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.