Zero-code integration is achieved through the following steps:
- Standard Zapier connection: Enable the Zapier plugin in the Whappy backend and select a pre-built CRM connection template (e.g. Salesforce/Hubspot)
- Automated Rule SettingConfigure triggers (e.g. when a customer is labeled as "High Intent") to automatically create CRM records and assign sales leaders.
- Field Mapping Functions: Map customer information (budget/requirements, etc.) collected by Whappy to CRM fields accordingly
- Bidirectional data synchronizationSupport importing customer lists from CRM to Whappy, realizing the closed loop of marketing-sales.
- Error handling mechanism: Automatically sends alert notifications when integration fails and retains local data cache
This answer comes from the articleWhappy: the AI assistant that automatically screens leads on WhatsAppThe
May not be reproduced without permission:AI productivity tools " How to quickly and seamlessly integrate Whappy with your organization's existing CRM system?
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