Examples of query and modify CRM

Looking to add a CRM to CalendarHero? For a full review of supported CRM functionality please visit:

Using a CRM with CalendarHero

The article below lists examples of our BETA CRM "Query & Modify" feature.

User Settings

A user can update their advanced CRM settings related to "Query & Modify" from https://app.calendarhero.com/settings/crm

Setting the Default Provider: The default CRM provider will set the listed provider as the default for information and deal updates (e.g. if you told your assistant “add activity about United Oil” this will be added to the CRM listed as the default) 

Log activity after the meeting is over: From the settings page, each CRM user can specify if they want to be prompted to log activity in their CRM after each meeting. This prompt is done in chat, so only useful if you have enabled a chat platform like Slack.

[BETA] How to Query and Modify CRM Data via Chat 

This functionality is available via our chat platform integration and requires Salesforce or Hubspot integration.

This BETA feature is turned off on all new CalendarHero accounts by default but can be enabled for individual users from the User Applications settings ( https://app.calendarhero.com/skills/list) or by the Team Plan administrator from the Organization Application settings (https://app.calendarhero.com/org/apps/list).

BETA NOTE: As this is the first version of the CRM the phrases a user can use to request or update the CRM data are somewhat limited. Below is a handy guide on how best to ask your assistant to perform a CRM related task.

Log activity/note

The CRM feature includes the ability to log a short note on demand or after the meeting is over. This is a quick way for sales reps to log an activity (i.e. discovery call) to multiple contacts and multiple deals at the same time. Logging activity can be done manually or it will prompt you at the end of your meeting with a client.

User settings for how to log activity after meetings are set here: https://app.calendarhero.com/settings/crm

To manually request to log activity say "Log pilot kick-off with " OR  "Log discovery call with <contact name>". Your assistant will find the matching records and ask you to confirm. On confirmation, the information will then be added as a NOTE on the related records.  </contact name>

List deals/opportunities

It allows users to find a list of deals. Narrow down the results by including specific criteria in a single query.

When a user asks a general “Find Deals” or “Show Deals” all matching deals are displayed in a list. 

When searching for a specific deal make sure to include the word "deal" in the query. (e.g. Say "Find Rogers deal" and not "Find Rogers). If more than one matching deal is available, your assistant will ask you to select the correct deal. 

The deal list will include the deal name, stage, closing date, and a URL to view more information. The URL links to the CRM (a user would need a login to view the related info directly in the CRM). Currently, the order of the list is in whatever order the CRM provider returns them. 

Create deals/opportunities

It allows users to quickly create a new deal.

For general “create a new deal” requests your assistant will prompt for:

• who the opportunity is for
• the account (deal) name
• the closing date

Who is the opportunity for?

• The reply must be the client's contact name/email
• If you enter a non-contact then the flow will fail.

If some information is missing our intelligent system will try to infer some of it from contacts, in the real. For example, if you don't provide a deal name, it will find that contact in CRM and will use their company as the name of that deal.

When creating a new deal, users can add details, by spelling out a deal name, contacts in that deal, amount, stage, closing date, and an account it is associated with.  

Once the deal / new opportunity is created CalendarHero provides a URL. A user can easily click the URL to view the deal details / additional information in the CRM. 

Alter deal/opportunity

Modify the deal’s closing date, stage, etc. This feature allows users to quickly modify the deal’s stage, amount, closing date, contacts, etc.

If you need further assistance, please contact us.