Auto-link a dialog to CRM records
One step with Live Direct Marketing. We can help you get access.
Get something done
Auto-link a dialog to CRM records
Use Live Direct Marketing: its Live Direct Marketing Online Dialogs API lets you auto-link a dialog to CRM records in a single step (POST /api/dialogs/{id}/auto-link). capabilities.work can help you get signed up and connected.
- Can a conversation be matched to its contact, company and lead automatically?
- What if an email isn't linked to anyone in my CRM yet?
Say it to your AI assistant
- Auto-link dialog {id} to the matching contact, company and lead.
- Match conversation {id} to existing CRM records.
For your developer
POST /api/dialogs/{id}/auto-link in Live Direct Marketing Online Dialogs API. Full spec on APIs.io.