Sales & Quoting ProcessPurpose
1.2. Establish a centralized and auditable record for all sales touchpoints, securing actionable data for managerial oversight, pipeline health, and service quality review.
1.3. Enable automated reminders, follow-ups, and holistic analysis by consolidating disparate communications under relevant leads, contacts, or deals.
Trigger Conditions
2.2. Incoming or outgoing sales calls via VoIP or virtual PBX, with or without call recordings.
2.3. Instant messages or live chats initiated or received by sales representatives in supported platforms.
2.4. SMS or MMS sent/received from registered corporate numbers.
2.5. Web form submissions on sales/quoting endpoints, or chatbot interaction completed.
Platform Variants
3.1. Gmail
• Feature/Setting: Watch mailbox/send trigger; Gmail API `users.messages.list` and `users.messages.get` for polling or webhook; parse with filters for sales keywords or folders; push data via API to CRM contact/lead record.
3.2. Outlook 365
• Feature/Setting: Graph API `/me/messages` webhook subscription; filter by folder or subject (`Sales`, `Quote`); extract and log to CRM.
3.3. Twilio
• Feature/Setting: Message and Call webhook endpoints; use Programmable Messaging and Voice callbacks; relay event and message metadata to CRM upon status=delivered/received.
3.4. SendGrid
• Feature/Setting: Event Webhook for email delivery/open/click; parse events for sales context; log to CRM communication history module.
3.5. HubSpot
• Feature/Setting: Engagements API (`/engagements/v1/engagements`); log emails, calls, or meetings sent to or from the sales address book.
3.6. Salesforce
• Feature/Setting: REST API `sobjects/Task` or `sobjects/Event`; create communication records as completed tasks under relevant opportunity/contact.
3.7. Zoho CRM
• Feature/Setting: API `Insert Records` endpoint for Calls, Notes, Emails modules; configure field mapping for message/call body.
3.8. Pipedrive
• Feature/Setting: `/activities` and `/notes` endpoints; create new activity for each new communication identified.
3.9. Freshsales
• Feature/Setting: API `POST /activities/` for logging calls, emails, meetings; configure webhook from communications platform.
3.10. Copper
• Feature/Setting: API `/activities` or `/emails` endpoints; store data with association to lead/contact ID.
3.11. Intercom
• Feature/Setting: Conversations API `POST /conversations` for logging chat/sales messages; autoforward to CRM via webhook.
3.12. Slack
• Feature/Setting: Events API; monitor specific sales channels or DMs using `message.channels` event; post to CRM per relevant trigger phrase.
3.13. RingCentral
• Feature/Setting: Webhooks for message/call updates; fetch call logs/messages using REST API; push to CRM.
3.14. Aircall
• Feature/Setting: Webhooks for call activity; API `/calls` for fetching data and associating with CRM records.
3.15. Dialpad
• Feature/Setting: Webhooks for call/SMS events; fetch transcript or message content; relay to CRM logged communications.
3.16. WhatsApp Business API
• Feature/Setting: Webhook for received/sent messages; process JSON payload for message body; post to CRM notes/logs.
3.17. Zendesk Sell
• Feature/Setting: `Create Activity` API for logging outreach; link to respective contact/deal.
3.18. Microsoft Teams
• Feature/Setting: Graph API for monitoring channel messages; forward relevant posts to CRM notes.
3.19. Calendly
• Feature/Setting: Webhook on new scheduled sales meeting; record meeting details as activity in CRM, including notes from communication.
3.20. Mailgun
• Feature/Setting: Webhooks for inbound/outbound email tracking; forward message data to CRM for logging as an email activity.
3.21. Drift
• Feature/Setting: Conversations webhook; parse all conversation transcripts; log qualified sales chat into CRM activity timeline.
3.22. LiveChat
• Feature/Setting: Webhook/API for completed chat sessions; map customer query and response as CRM note.
3.23. Facebook Messenger (Business)
• Feature/Setting: Webhook for message events; extract sales conversations; attach text and metadata as CRM interaction.
3.24. Telegram Bot API
• Feature/Setting: Webhook for sales-related bot/user interactions; relay transcripts to CRM for history tracking.
Benefits
4.2. Eliminate manual entry, reducing risk of missed contacts or lost details.
4.3. Speed up lead follow-up and quoting through actionable CRM workflows.
4.4. Centralize fragmented communications across all digital and telephony channels.
4.5. Support rich sales analytics and reporting on team responsiveness and customer engagement.
4.6. Reinforce process consistency and drive continuous improvement in sales execution.