Soon CRM and work management
Fireberry + MoreSend: Your Fireberry CRM gets every lead from every channel, and updates the customer when something changes
This connection is being built. This is how it will work once it ships. Until then, you can connect any system with an API through Tools.
What you’ll be able to do
The robot and your reps work with Fireberry from inside the conversation.
- The robot finds an account, contact or case by any field you choose
- A new account and contact from a new lead, with no double typing
- Update records and open a task for the right person
- Works with your custom objects too
Controls and approvals
- Creating and updating records, notes and cases waits for a rep’s approval
- A customer sees only their own records, by their own phone or email
Events that start a flow
Each of these events can start a Studio flow.
- Record created or updated, through a Fireberry automation the setup wizard shows you how to create
Ready-made flows
Start from a template and adapt it to your business.
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WhatsApp lead to Fireberry
A new customer writes, and within seconds they have an account and contact in your CRM.
-
Case updated
The customer gets a message when the status of their case changes.
-
Round-robin assignment
Each new lead goes to the next rep in line.
Used in
More in this category
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- Bmby · Soon
- Surense · Soon
Want Fireberry first?
Tell us how you work with Fireberry, and we’ll let you know the moment the connection is ready. Meanwhile, we’ll show you what works today.