SalesDrive CRM Integration

Overview

The SalesDrive CRM integration allows your MyChatBot agent to create and manage deals directly in your SalesDrive account. This enables your AI assistant to perform CRM operations without human intervention, streamlining your sales process and customer management.

App Creation on SalesDrive

1. Log in to your SalesDrive account as an administrator
2. Navigate to Загальні налаштування і інтеграції
3. Navigate to Інші сервіси
4. Click on API button
5. Click on API-Ключі button
6. Click on Створити API-Ключі button
7. Pass form by input name of key and check all checkboxes that on the screen and click Зберегти
8. Copy API-ключ

Creating Integration on MyChatBot

1. Navigate to the Integrations tab in your MyChatBot dashboard - https://app.mychatbot.app/integration?integration=SalesDrive
2. Select the agent you want to connect to SalesDrive
3. Scroll down to find SalesDrive CRM in the integrations list
4. Click the Connect button
5. You'll need to provide the following credentials:
   • Domain: Your SalesDrive domain (e.g., your-company.salesdrive.me)
   • API Key: The API Key from your SalesDrive account
6. Click Submit to save your integration

Entities & Data Fields Configuration

After connecting your SalesDrive account, you'll need to configure which entities and fields your agent can access:

1. In the "Entities & Data Fields Configuration" section, you can:
   • Toggle Use Deals to enable deal management
2. For each entity type, you can select:
   • Standard fields from SalesDrive
   • Custom fields that exist in your CRM
3. Click Apply fields to save your configuration
4. If you need to sync the latest funnel statuses, use the Sync statuses button at the top

Understanding Entity Types

SalesDrive integration primarily supports deals:

• Deals: Sales transactions in progress with associated contacts and products

Field Types

Each entity has two types of fields:

• Standard Fields: Default fields provided by SalesDrive
• Custom Fields: User-defined fields specific to your CRM setup

Special Fields

Several special fields require specific attention:

1. Status

   • For deals: Represents the current stage in the deal pipeline
   • Must match exactly with statuses defined in your SalesDrive account
   • Can be updated using the Sync statuses button

2. Source

   • Identifies where the deal originated
   • Automatically set to "AI-" + name of your assistant
   • This helps track which deals came from your AI assistant

3. Chat Link

   • Automatically added to each deal as a comment
   • Contains a link back to the conversation that generated the deal

4. Products

   • Complex field containing product details
   • Each product needs name, cost per item, and amount
   • Optional fields include description, discount, and SKU

Working with Pipelines

Deals in SalesDrive are organized into pipelines with multiple stages:

1. Your agent will use the default pipeline when creating new deals
2. The stages within the pipeline can be used to move deals through your sales process
3. You can update the status of deals as they progress

Available Tools

After connecting SalesDrive CRM, your agent will have access to two powerful tools:

1. create_crm_deal

This tool allows your agent to create new deals with the following parameters:

• full_name: Contact's full name (required)
• phone: Contact's phone number
• payment_method: How the customer will pay
• shipping_method: How the product will be shipped
• shipping_address: Where to ship the product
• email: Contact's email address
• company: Company name
• products: List of products (optional)
  • name: Product name
  • costPerItem: Price per item
  • amount: Quantity
  • description: Product description
  • discount: Any discount applied
  • sku: Product SKU
• Custom Fields: Any additional fields you've configured

All fields you select in the "Entities & Data Fields Configuration" section will be available as parameters for this function.

When a deal is created:

• A contact is automatically created based on the provided information
• The deal is linked to this contact
• Products are added to the deal
• A chat link is automatically added to trace back to the conversation
• The source is set to identify your AI assistant
• The order information is tracked by MyChatBot internal system

2. edit_crm_deal

This tool enables your agent to update existing deals:

• full_name: Update the contact's name
• phone: Update the contact's phone number
• Status: Update the deal's status/stage
• Custom Fields: Update any field values as needed

All fields you select in the "Entities & Data Fields Configuration" section will be available as parameters for this function.

When a deal is updated:

• If status is changed, the deal moves to that stage in the pipeline
• All custom fields are updated with new values
• Contact information is updated if provided

The client status is tracked by the internal MyChatBot system

Configuration in Agent Instructions

Creating Deals

Include these examples in your agent's instructions to enable deal creation:

When a customer expresses interest in our services, use create_crm_deal in SalesDrive with the following information:
- Use their full name
- Include their phone number
- Add payment and shipping method if provided
- Add shipping address if applicable
- Include their email address
- Set status to "New"
- Add any product details with name, price and quantity

Updating Deal Status

Include these examples to enable status updates:

When a customer requests a call back:
1. Use create_crm_deal if they're new
2. Use edit_crm_deal to update the deal status to "Callback Requested"
3. Add the preferred callback time to the comments

When a customer confirms an appointment:
1. Use edit_crm_deal to update the deal status to "Appointment Scheduled"
2. Add appointment details to the comments field

For deal progression:

When a customer completes a payment:
1. Use edit_crm_deal to update the deal stage to "Closed Won"
2. Update the payment method with the details
3. Add payment details to the comments field

When a customer declines to proceed:
1. Use edit_crm_deal to update the deal stage to "Closed Lost"
2. Add the reason for declining in the comments field

Handling Products

When a customer orders products:
1. Use create_crm_deal with their contact information
2. Add each product with:
   - Product name
   - Price per item
   - Quantity
   - Any applicable discount
   - SKU if available
3. Include shipping details
4. Set payment method