How to connect the CRM?
The integration combines Binom's capabilities with your corporate sales management system, allowing it to take client history into account and automatically pass on completed orders. This eliminates lead loss and the routine of manual data transfer.
How to set up
- In the Integrations section, determine which data Binom should receive from the CRM (for example, purchase history) and which data it should pass back (for example, a new order or contacts).
- Set up the connection via API or ready-made integration solutions available in the control panel.
- After connecting, run a test dialogue with Binom and check whether a client card with correctly filled-in data is created in your CRM.
Result
The sales process becomes seamless: data about the buyer's interests and their contacts go directly to managers, allowing work with the client to continue based on previous communication.
