What a configuration could hand over
A simple tool pays off when data arrives in it by itself. Anabix has an API through which a configuration can create an opportunity with its dimensions and price, so the salesperson opens a card and sees what this is about. Which fields are filled is agreed during implementation.
Contact and company
The name, email and phone could create a contact and, if the customer fills in a company, a company record the contact is assigned to.
Deal (business case)
A configuration could create a deal linked to the contact, with the amount from the calculated price, a description of the configuration and the address where the product is to be installed.
Custom fields and attachment
Dimensions, material and the 3D view link could go into the deal’s custom fields, with a summary of the configuration added as an attachment.
Task
A new enquiry could also get a task for the salesperson, such as calling the customer back, based on a task template you already use in Anabix.
What we need to connect it
The Anabix API uses a username and API token, found under Tools in the main settings; we recommend a dedicated user for the connection.
Custom fields are addressed by ID in the API, so you create them in Anabix first and we read their list through the API.
We agree the owner, status and priority a new deal should start with, and who the task is assigned to.
Worth deciding up front
- Anabix allows several contacts with the same email, so the connection has to do the duplicate check itself: before creating a contact it would search for an existing one by email.
- A deal holds one amount, not line items. The configuration’s breakdown would therefore stay in the description, custom fields or the attachment.
- If you want information flowing back, such as a deal being won, Anabix can call a webhook from a trigger as a follow-up action.
Questions about this connection
Will the salesperson see the itemised breakdown or just the total?
A deal in Anabix carries one amount. The breakdown would sit in the description or an attachment, and the key parameters in custom fields you can filter by.
Can a call-back task be created with the enquiry?
The Anabix API can create a task, including from a template, so the call-back could be prepared together with the enquiry. Who it goes to and with what due date is agreed during implementation.
Other integrations
Put Anabix CRM to work in your sales.
Tell us what you sell and how an enquiry is handled today. On the demo you will see the configurator, and we will go through which data could flow from it into your system.