How to integrate SAS Flex with Wealthbox CRM
SAS offers a number of call center integrations that are designed to make your life easier. Wealthbox CRM is an online customer resource management system that helps you stay organized by managing contacts and tasks, collaborating with colleagues, automating workflows, tracking opportunities, and more. If your business uses this software, integrating your account with the Wealthbox CRM app in the portal will automatically push data from your calls into your CRM system. This eliminates the need for you to do double the work, converting messages into CRM entries.
In this article we'll discuss:
Connect Wealthbox CRM with Your SAS Flex Account
Setting Contact Data Parameters
If Send call data on behalf of email provided by caller. is chosen, tasks will be created under the email address the caller provides. Note that if the caller does not provide an email address, data will be sent from email@example.com by default.
If Send call data from firstname.lastname@example.org is chosen, tasks will be created under the email address email@example.com.
If Send data from email address is chosen, tasks will be created under the static email address you enter.
If Don't update existing Contact. Create new ones. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is no match, it will create a new task and a new contact. If there is an email match, it will just create a new task.
If Update Contact by overwriting any data with details from SAS. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is a match, it will overwrite any existing customer data with data we've received from the call.
If Update Contact by appending details from SAS without overwriting existing data. is chosen, SAS will look for an email match in your Wealthbox CRM installation. If there is a match, it won't overwrite data but will add any new details received.
Wealthbox CRM Custom Mappings (Optional)
Once the data section is complete, you can map your call data directly to specific Wealthbox CRM fields by adding Custom Mappings.
Collector will allow you to use specific SAS script variables to populate Wealthbox CRM fields. If you select Collector, use the dropdown in the second column to select a script variable.
Text gives you the option to type your own data rather than using SAS variables. If you select Text, the second column will be a blank box where you can type specific information.
The Object drop down gives you two options - Task and Contact.
The Type drop down gives you two options - Standard and Custom. Selecting Standard will bring up the default fields, and selecting Custom will bring up any custom Wealthbox CRM fields you created.
The Mapping drop down will display the Standard or Custom fields within your Wealthbox CRM setup.
When all of your integration settings are complete, contact SAS at firstname.lastname@example.org to add the integration into the appropriate block in your SAS script, or follow these instructions to integrate the app yourself.