Integration · Your Custom CRM
FlowXperia + your custom CRM (Enterprise)
If you run a custom or in-house CRM, FlowXperia can still keep it in sync. On the Enterprise plan we integrate any CRM via API: the AI agent handles conversations across your channels and pushes leads, qualification status and bookings to your CRM — a lookup-then-create-or-update pattern that prevents duplicates and respects ownership.
Lead messages
AI replies in seconds
Qualifies the lead
Books the meeting
Syncs to your CRM
✦ How the sync works
- 1The AI agent answers and qualifies a WhatsApp lead
- 2FlowXperia calls your CRM API to look up the lead by phone
- 3It creates or updates the record via your API
- 4Qualification and booking status are pushed through
- 5Owner / salesperson is resolved so notifications route correctly
✦ Field mapping
| From the conversation | Your Custom CRM |
|---|---|
| Lead phone number | Your phone field |
| Name captured in chat | Your name field |
| Enquiry / interest | Your source / interest field |
| Qualification status | Your status field |
| Assigned owner | Your owner field |
✦ FAQ
Questions, answered
What does my CRM need to integrate?+
A REST API for looking up, creating and updating leads. FlowXperia maps its data to your fields.
Can it respect our ownership rules?+
Yes — owner/salesperson can be resolved from your CRM so the right person is notified.
How are duplicates avoided?+
Every write is preceded by a phone-number lookup, so records update instead of duplicating.
✦ More integrations
Connect FlowXperia to Your Custom CRM
Put an AI agent on your WhatsApp this week. Live in hours, not weeks.