How do I integrate with Less Annoying CRM?

Integrating with Less Annoying CRM allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS/Text messages as notes into Less Annoying CRM under your customers' profiles.

*See CRM Integrations for generic CRM integration features and behavior.

 

Set up Integration:

To set up the integration, from the Dashboard, go to Settings-->Integrations-->Connect to CRM.

Scroll down to click on the LessAnnoying CRM box:

You will see a secondary section appear with instructions on setting up your LessAnnoying CRM integration:  

Move the 'Enable' toggle button to green.

In the 'Send messages to CRM' section, click the appropriate checkbox.

Click 'Save'. 

Search Behavior:

As you might expect, each CRM is different for search behavior and may have limitations. This is the behavior specific to Less Annoying:

• Uses 'google-style' searches that match several fields including first name, last name, email, and phone number.
• All searches are 'contains' and single-field searches so do not enter a space when searching for a name - either search for first or last name.
• A Search by group requires an exact match of the group name. We will only create a group if there is at least one member of the group.