How to reach a contact
To maintain good customer relationships and address their needs promptly, you can reach out to them in the CRM system. You can do this directly from contact cards via chatbots or email.
In this article, we will talk about how you can contact clients in the CRM system.
Go to CRM > Contacts, find a contact, and open their card
Via chatbot
If you have active chatbots in your account and your subscriber is also logged as your CRM contact, you can reach out to them through one of your chatbots.
Click Open chat and go to the live chat.
The Open chat button will be available if the contact is subscribed to one of your linked chatbots.
Chatbot subscribers are automatically logged as CRM contacts in the following cases:
- you create a deal via a live chat in your account;
- a subscriber makes a payment via your chatbot integrated with the CRM system;
- you use the Action element to create a deal.
Via email
To email a contact, click their email address. You will be redirected to your email client where you can create an email.
When configuring the transfer of contacts to mailing lists, you can configure automations and filter segments using variables.
You can also use triggers and actions Creating a deal or Changing deal status to start automations.
Learn more: How to send a message triggered by a CRM event.
Via telephony
You can also call contacts in the CRM system. To do this, you need to set up an integration with Binotel. Afterward, you will see the Call from Binotel option for all phone numbers.
Read also: How to call a client: in the Contacts section.
Last Updated: 08.08.2024
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