Using an external CRM

Last edited 588 days ago by Mathieu Gratton Leclaire

Kapi promotes the use of external tools to optimize your workflow or keep using the tool you already like.

To do so, we allow you to work with your leads the same way you would do it from the Kapi interface.

Start a sales from a lead in Kapi

First, let’s recap how you can start a sales from a lead in Kapi

Create any lead from the interface or from the API

Open its profile page and locate the “Open GoCall” button

Proceed to you sales with some of the information pre-filled by the lead’s data

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This concept can be use from several entity

Lead : To start a new sale from a potential customer. If you reach the quote generator, this lead will be converted to a contact and the corresponding production entity will be created allong with it (Address, car, company, etc.).

Project : If you start a sale from a project, 2 situations can happen

There is already a pending deal : In this case, the system will re-open the current pending deal for you to edit it and sign it or just re-send it to your customer.

There is only signed deal : In this situation, you will be creating a new deal for this project. Also known as an “upsell”. You won’t be able to edit the billing customer during this flow to avoid any confusion with a new project.

Create a dynamic button anywhere

Using the same simple logic of UUID (Universal Unique Identifier) as we use in Kapi to retreive the information we need from the system when we start a new sales, we can

URL composition

[COMPANY].kapi.app /sales ? UUID=859fefaf-6d6b-4596-beab-4d1556e875b4

[COMPANY].kapi.app

This is your base url. All your environment in Kapi

/sales

This part is to access the internal sales checkout flow

?UUID=859fefaf-6d6b-4596-beab-4d1556e875b4

Anything after the question mark is to give more information to the system. Also known as parameters. Here, we are only using the parameter UUID and it will give the needed information to the system to get the info of the entity you are trying to use to do your sale.

Start a sales from a lead in Kapi

URL composition

Gallery

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