Integrating with Omniscient CRM allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS messages as notes into Omniscient 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 Omni logo.
You will see a secondary section appear with instructions on setting up your Omniscient CRM integration.
The 'Username' is how you log in to Omniscient CRM.
The 'Access Key' in Omniscient CRM can be found under My Preferences after you log in.
For questions about your Username or Access Key please reach out to support at Omniscient CRM.
Click 'Activate Notes' if you would like all SMS messages to contacts imported fromOmniscient CRM to be automatically added to Omniscient CRM as comments to your contacts.
Once you enter the integration information and click 'Save', you will now be able to click
Bulk Import of Contacts
'Get Contacts' and get a list of your Omniscient CRM contacts to import.
Highlight the contacts you want to import and click 'Import Selected Contacts'.
Contacts imported from Omniscient CRM will have the Omni logo listed in the contact details. A mobile phone in Omniscient 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 Omni specific behavior:
- Phone searches all phone fields 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 either first or last names.
- Do not search for both first and last names at once. For example: 'Tom Jones' does not match either a first or last name, so the query will return no results.