Integrating with Less Annoying CRM allows you to import your contacts into MyRepChat and allows MyRepChat to document SMS messages as notes into Less Annoying 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 LessAnnoying CRM logo.
You will see a secondary section appear with instructions on setting up your LessAnnoying CRM integration.
Click 'Activate Notes' if you would like all SMS messages to contacts imported from LessAnnoying CRM to be automatically added to LessAnnoying 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 LessAnnoying CRM contacts to import.
Highlight the contacts you want to import and click 'Import Selected Contacts'.
Contacts imported from LessAnnoying CRM will have the LessAnnoying logo listed in the contact details. A mobile phone 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 Less Annoying specific behavior:
- 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.