TeamSystem CRM

How it works

SendApp reads the TeamSystem CRM agenda with a key you generate, every few minutes and up to 60 days ahead. Appointments land in the Agenda and contacts in your address book; reminders and recalls go out according to the rules you set.

Where to find the key

1. In the CRM open SETUP > USERS > USER.
2. Go to the Web API Keys tab and click Add Web API Key.
3. You can limit the permissions of each key: SendApp only needs read permissions on appointments and contacts.
4. Copy the key and paste it into SendApp.

Step-by-step setup

1. Open Apps > TeamSystem CRM in SendApp and paste the key.
2. Consent that counts as marketing (optional): choose which CRM consent counts as marketing. If you leave it on Any ticked consent, any one is enough.
3. Add the reminder rules: how long before the appointment, the channel and the message. You can send yourself a test.
4. Switch on recalls if you want to invite back customers you have not seen for N months.

What happens next

The rules also apply to the appointments already imported. If an appointment is moved, its reminder moves with it; if it is deleted in the CRM, the reminder is cancelled.

Verify

On the app page you see the upcoming appointments with their planned reminders and the sync history. The TeamSystem CRM badge appears in the Agenda on every imported appointment.