What a configuration could hand over
If your selling happens in Outlook, the enquiry from the configurator belongs there too. eWay-CRM has a REST API, so the configuration can arrive as an opportunity with its specification and price, and the email thread attaches itself to it. Which fields are used is verified against your version.
Contact and company
The details from the final step could create a contact and, if the customer fills in a company, a company record the contact is linked to.
Deal
A configuration could create a deal in the Deals module with an estimated price, at the workflow stage you use for new enquiries.
Custom fields
Dimensions, material and the 3D view link could go into the deal’s custom fields, so the salesperson sees them right in the record window in Outlook.
Journal
A summary of the configuration could also be written as a journal entry, keeping it in the contact’s history next to emails and calls.
What we need to connect it
The connection would use the same web service address your Outlook uses, under a dedicated user with rights to the modules it needs, nothing more.
If you sign in to eWay-CRM with a Microsoft account, access would run through OAuth 2.0 with its own Client ID and Client Secret rather than a username and password.
Together we choose the workflow and stage for new deals and the custom fields the configuration should fill.
Worth deciding up front
- eWay-CRM works offline too, and every record carries a version number. If a salesperson edits the same deal at the same time, the API merges the changes, but empty values never clear filled fields, which matters for later updates.
- If you use the Products module (available from version 9.2), we decide whether the configuration’s options become line items or stay as a summary on the deal.
- Whether eWay-CRM runs in the cloud or on your own server affects where the web service address has to be reachable from.
Questions about this connection
Will the salesperson see the enquiry right in Outlook?
A deal created through the API is an ordinary eWay-CRM record, so after synchronisation it would show in Outlook as well as in the web and mobile apps.
Will email with the customer be attached to the deal?
Emails are linked to the deal in Outlook the way you are used to. The connection would make sure the contact and the deal already exist when the customer first replies.
Do we need the latest version of eWay-CRM?
The latest version is not required. We check which modules and fields your version has at the start and scope the work accordingly.
Other integrations
Put eWay-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.