Resource Paths and using in a CRM

(Philip Mccarthy) #1

Hi All

I love the integration of FlowXO with CRM tools such as Freshdesk. I’ve got myself at Freshdesk account and can see how I can easily do things like create tickets and which is based on getting the user’s email address and using that as the communication channel.

I’ve read the tutorial on ‘Using Response Paths in Flow XO’ and I’m interested in using them to get back to users who ask us a question instead of using their email address. After all the bot I’m developing is FB Messenger that would seem to be the most logical channel to use since they would have asked us the question there in the first place. I can see how web hooks can be used to trigger a flow to send messages via a resource path.

However I’m not clear on whether any of the CRM tools are suitable for this or can even provide the web hook functionality.

I’m keen to hear any thoughts on this, especially from anyone who’s using a CRM tool in conjunction with FlowXO and grappling with this same issue.

Thanks, Phil

(Karen Barker) #2

Hi @Philip_Mccarthy,

If you want to be able to send the user a bot message after certain actions have occurred in the CRM then you will probably be looking at triggering a flow based on perhaps an update in the CRM. As long as you stored the users response path in the CRM then you will be able to get this from the CRM and send any required message directly back to the user.

I hope this helps. If you have any further questions please don’t hesitate to ask. :slight_smile:

(Philip Mccarthy) #3

Thanks Karen, much appreciated :slight_smile: