Lime CRM

Introduction

Un CRM leader du marché qui est adapté à vos besoins et vous offre une manière plus intelligente de mener vos affaires. Avec notre intégration, vous pouvez convertir les conversations en objets Lime CRM.

Bouton "Créer un compte" → https://www.lime-technologies.com/

Étape 1

Si vous n'avez pas déjà un compte Lime CRM, vous pouvez en créer un ici. Un consultant Lime vous guidera à travers le processus de connexion entre Lime Connect et Lime CRM. Pour obtenir un premier aperçu ou pour gérer l'installation vous-même, lisez la documentation propre à Lime ici.

Étape 2

Une fois que vous avez reçu votre URL Lime CRM et votre clé API, allez à vos paramètres d'add-on Lime CRM dans Lime Connect et entrez vos identifiants. Puis cliquez sur Mettre à jour les paramètres.

Envoi de conversations à Lime CRM

Dans le Centre de messages, vous pouvez maintenant envoyer manuellement des conversations à Lime CRM via la barre d'actions au-dessus de la conversation

ou via la commande de chat dans le champ de saisie.

$lime - Créer un objet Lime CRM ("limeobject") à partir de la conversation actuelle

Sous Toutes les conversations, vous pouvez également envoyer plusieurs conversations à l'add-on.

💡

Veuillez vous assurer que l'adresse e-mail du contact est incluse dans les coordonnées afin que le ticket puisse être envoyé à Lime CRM.

Exemple de charge utile

Vous pouvez trouver un exemple de charge utile d'une courte conversation

en ouvrant ce point de basculement.

javascript
{
    "accepts_messages": true,
    "addon_urls": {},
    "channel_custom_contact_identifier": null,
    "channel_custom_conversation_identifier": null,
    "contact": {
        "city": null,
        "company": null,
        "contact_by_email": true,
        "contact_by_phone": false,
        "contact_by_userlike_channels": true,
        "contact_by_userlike_messenger": true,
        "country": null,
        "created_at": "2024-02-22T15:48:43.574Z",
        "custom_field_data": {},
        "email": null,
        "email_verified": false,
        "external_customer_id": null,
        "first_message_sent_at": "2024-02-22T15:49:07.228Z",
        "gender": null,
        "id": 79189089,
        "imports": [],
        "instagram_username": null,
        "is_blocked": false,
        "is_mobile_number_verified": false,
        "last_import_date": null,
        "last_import_relevant_update": null,
        "last_message_sent_at": "2024-02-22T15:49:07.228Z",
        "loc_lat": 50.9375,
        "loc_lon": 6.9603,
        "locale": "en_US",
        "mobile_number": null,
        "name": null,
        "phone_number": null,
        "position": null,
        "salutation": null,
        "street": null,
        "url_facebook": null,
        "url_linkedin": null,
        "url_profile_picture": null,
        "url_twitter": null,
        "verified": false,
        "whatsapp_campaign_subscriptions": []
    },
    "contact_channel": {
        "type": "web",
        "state": "valid",
        "name": null,
        "id": null
    },
    "contact_first_message_sent_at": "2024-02-22T15:49:07.228Z",
    "contact_last_message_sent_at": "2024-02-22T15:49:07.228Z",
    "contact_last_update_at": "2024-02-22T15:49:07.228Z",
    "conversation_contact_uuid": "c1235b36-c303-1111-8369-fg9ec0df5451",
    "conversation_group_id": 63741936,
    "conversation_part_set": [
        {
            "created_at": "2024-02-22T15:48:45.462Z",
            "ended_at": null,
            "duration": "00:00:45",
            "referrer": null,
            "id": 108109315,
            "part_type": "ChatMeta",
            "name_friendly": "Partie de la conversation",
            "location": {
                "country": "Allemagne",
                "country_code": "DE",
                "city": "Cologne",
                "lat": 50.9375,
                "lon": 6.9603
            },
            "browser": {
                "name": "Chrome",
                "version": "123",
                "os": "Mac OS X"
            },
            "live": true,
            "category_label": "live"
        }
    ],
    "created_at": "2024-02-22T15:48:45.349Z",
    "custom": null,
    "custom_field_data": {},
    "customer_id": 2,
    "data_privacy": false,
    "ended_at": null,
    "expiry_state": 0,
    "feedback_message": null,
    "id": 63741936,
    "interaction_type": "human",
    "language_name": "Anglais (US)",
    "last_fetchable_msgid": "63741936.108109315.595801817",
    "last_message": {
        "id": "63741936.108109315.595801817",
        "uuid": null,
        "conversation_id": 63741936,
        "conversation_uuid": null,
        "part_id": 108109315,
        "sent_at": "2024-02-22T15:49:23.146Z",
        "operator_id": 180783,
        "reference": null,
        "type": "message",
        "event": null,
        "body": "Bonjour, comment puis-je vous aider ?",
        "text_format": "markdown_v1",
        "marked_read_operator": true,
        "marked_read_contact": false,
        "state": {
            "type": 3,
            "error_code": null,
            "message": "Livré au contact"
        },
        "links_found": [],
        "url": null,
        "sent_at_time": "15:49:23.146",
        "operator_display_name": "Peter Testman",
        "operator_name": "Peter Testman",
        "operator_is_bot": false,
        "msgid": "63741936.108109315.595801817",
        "external_id": null,
        "name": "Peter Testman",
        "display_name": "Peter Testman",
        "can_have_state": false,
        "is_markdown_formatted": true,
        "body_plain": "Bonjour, comment puis-je vous aider ?",
        "sender": {
            "type": "operator",
            "id": 180783
        },
        "conversation": {
            "id": 63741936,
            "uuid": null
        }
    },
    "last_message_sent_at": "2024-02-22T15:49:23.146Z",
    "locale": "en_US",
    "marked_read_contact": false,
    "marked_read_operator": true,
    "next_conversation_id": null,
    "operator_assigned_to": 180783,
    "organization_id": 108905,
    "page_impressions": 1,
    "post_survey_option": null,
    "pre_survey_option": null,
    "previous_conversation_id": null,
    "rate": null,
    "routing_info": {
        "mode": "target_group",
        "operator_group": {
            "id": 389341,
            "name": "Test Peter Testman"
        },
        "skills": null
    },
    "slot_reserved": true,
    "status": "open",
    "status_description": "Ouvert",
    "subject": null,
    "topics": [],
    "transcript": [
        {
            "id": "63741936.108109315.595801086",
            "uuid": null,
            "conversation_id": 63741936,
            "conversation_uuid": null,
            "part_id": 108109315,
            "sent_at": "2024-02-22T15:48:45.474Z",
            "operator_id": 180783,
            "reference": null,
            "type": "notification",
            "event": "welcome_message",
            "body": "Bonjour, vous parlez à Peter Testman. Comment puis-je vous aider ?",
            "text_format": "markdown_v1",
            "marked_read_operator": true,
            "marked_read_contact": true,
            "url": null,
            "representation": "automated",
            "sent_at_time": "15:48:45.474",
            "operator_display_name": "Peter Testman",
            "operator_name": "Peter Testman",
            "operator_is_bot": false,
            "msgid": "63741936.108109315.595801086",
            "external_id": null,
            "name": "Événement",
            "display_name": "Événement",
            "can_have_state": false,
            "is_markdown_formatted": true,
            "body_plain": "Bonjour, vous parlez à Peter Testman. Comment puis-je vous aider ?",
            "sender": {
                "type": "operator",
                "id": 180783
            },
            "conversation": {
                "id": 63741936,
                "uuid": null
            }
        },
        {
            "id": "63741936.108109315.595801488",
            "uuid": "22f6db32-a9dd-1111-9d39-72f9de54478b",
            "conversation_id": 63741936,
            "conversation_uuid": null,
            "part_id": 108109315,
            "sent_at": "2024-02-22T15:49:07.228Z",
            "operator_id": null,
            "reference": null,
            "type": "message",
            "event": null,
            "body": "Bonjour, j'ai une question.",
            "text_format": "plain_text",
            "marked_read_operator": true,
            "marked_read_contact": true,
            "state": {
                "type": 4,
                "error_code": null,
                "message": "Lu par le contact"
            },
            "links_found": [],
            "url": null,
            "sent_at_time": "15:49:07.228",
            "operator_display_name": "",
            "operator_name": "",
            "operator_is_bot": false,
            "msgid": "63741936.108109315.595801488",
            "external_id": null,
            "name": "Contact",
            "display_name": "Contact",
            "can_have_state": true,
            "is_markdown_formatted": false,
            "body_plain": "Bonjour, j'ai une question.",
            "sender": {
                "type": "contact",
                "id": 79189089
            },
            "conversation": {
                "id": 63741936,
                "uuid": null
            }
        },
        {
            "id": "63741936.108109315.595801490",
            "uuid": null,
            "conversation_id": 63741936,
            "conversation_uuid": null,
            "part_id": 108109315,
            "sent_at": "2024-02-22T15:49:07.277Z",
            "operator_id": null,
            "reference": null,
            "type": "notification",
            "event": "status_change",
            "body": "Le statut de la conversation a changé de **Nouveau** à **Ouvert**.",
            "text_format": null,
            "marked_read_operator": true,
            "marked_read_contact": false,
            "status": "open",
            "previous_status": "new",
            "url": null,
            "representation": "system",
            "sent_at_time": "15:49:07.277",
            "operator_display_name": "",
            "operator_name": "",
            "operator_is_bot": false,
            "msgid": "63741936.108109315.595801490",
            "external_id": null,
            "name": "Événement",
            "display_name": "Événement",
            "

👉🏻

read this article in English: https://docs.userlike.com/features/add-ons/lime-crm