[Configure: Chat Flow: Conversations] Integrate CRM
Morph.ai lets you to integrate your brand CRM with the platform and push data collected on the bot to your CRM in real time which helps you to monitor the performance of the bot.
You can pass your leads to CRM using the Integrate CRM block in the Chat Flow > Conversations tab. You can find the Integrate CRM in the Add Block section by clicking on More as shown in he below image.
Once you click More you can find the Integrate CRM block as shown in the below image.
After choosing the block the Integrate CRM block is visible as below:
You can place this block anywhere in the conversation flow. When ever the block is executed in the flow, all data will be passed into your CRM in real time.
Before using the Integrate CRM block you need to integrate your CRM with the platform in the Settings tab by clicking on the CRM link under Chatflow Extensions as indicated in the below image.
For more details on how to integrate your CRM you can refer to Chapter 5.04 How to integrate your brand CRM with the platform
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