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 setup the integration, go to Account Settings (gear wheel on the upper right), click the integration tab.
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'.
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.
- 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.