The webCRM AI integration connects webCRM to MessageMind so an AI agent can read live context and reply across every channel your customers use. Connect webCRM to bring the people in your webCRM account into your MessageMind contacts. You connect by pasting an Application token from webCRM, then run the import from Workspace > Contacts whenever you want to pull people over.

What is the webCRM AI integration?

Connect webCRM to bring the people in your webCRM account into your MessageMind contacts. You connect by pasting an Application token from webCRM, then run the import from Workspace > Contacts whenever you want to pull people over. Each person comes in with their name, email address, phone number and webCRM custom fields, and anyone already in your contacts is skipped.

You can see every supported integration on the MessageMind integrations page, and the full technical reference for this one lives in the webCRM documentation. If you prefer to see it in action first, book a demo and we will walk you through the live flow.

What the webCRM integration can do

The webCRM AI integration ships with the following capabilities out of the box:

  • Imports people from webCRM into Workspace > Contacts with their name, email address, phone number and custom fields.
  • You see the full list before anything is created and can leave out anyone you don't want.
  • People already in your contacts (same email address or phone number) are skipped, so running the import again does not create duplicates.
  • Each run ends with a count of how many people were processed, created and skipped.

Data read and written

The webCRM AI integration touches a scoped set of fields. Here is exactly what moves between the two systems:

DirectionWhat it covers
ReadPeople in webCRM: name, email address, phone number (the mobile number when there is one) and custom fields.
ReadThe names of your webCRM organisations, listed once during setup so you can pick one.

How to set up the webCRM AI integration

Setup takes a few minutes once your webCRM account is live. The outline:

  • In webCRM, go to Settings > Configuration > Integration > API, create a REST API Application token and copy it.
  • In MessageMind, open Connections > Integrations and find webCRM under CRM.
  • Click Connect on the webCRM row to open the Connect webCRM window.
  • Paste the token into the Application Token field and click Connect.
  • Pick your organisation from the Select An Organisation list, which replaces the token field. The list has a search box if you have a lot of them.
  • Click Connect again. You see "Integration Connected!", and webCRM moves to the top of the list with a tick next to it.

The step-by-step walkthrough, including every button and field, is in the webCRM documentation.

Limitations to know

The webCRM integration ships with a deliberately scoped surface. These are the limits worth knowing before you depend on it:

  • The import only runs when you start it. People added to webCRM later come over the next time you import.
  • Contacts already in MessageMind are not updated by the import, even if their details changed in webCRM.
  • Only the first 500 people from webCRM are listed for review. For more than that, bring the rest in from a file with the Custom CSV option in the same import window.
  • People with no email address and no phone number are left out of the list.
  • A person's webCRM organisation is not imported with them.

Pricing and plan availability

The webCRM AI integration is available on MessageMind's paid plans. The MessageMind pricing page lists which plan is required and what each tier includes. There is no extra per-integration fee; the connection is part of your account.

Frequently asked questions

What is the webCRM AI integration?

The webCRM AI integration is the native connection between webCRM and MessageMind. Once connected, the AI agent can read live webCRM context during a conversation and act on it (for example answering a stock question, booking an appointment or updating a contact) across WhatsApp, Instagram, SMS, email and web chat.

How do I connect webCRM to MessageMind?

Open the webCRM integration page inside your MessageMind dashboard and follow the connect flow. The full step-by-step with every field label and screenshot is in the webCRM documentation.

How does authentication work for the webCRM integration?

You paste an Application token from webCRM into the Application Token field of the Connect webCRM window. There is no webCRM sign-in step. MessageMind stores these credentials encrypted at rest and uses them only server-side, so they never reach the browser or any third party.

What does the AI agent do once webCRM is connected?

It works with live webCRM data during the conversation. The first capability in the webCRM documentation reads: "Imports people from webCRM into Workspace > Contacts with their name, email address, phone number and custom fields." The full list, with every field the integration reads and writes, is in the documentation.

You see "Failed to get organisatiosn info from webCRM" after clicking Connect. What should I do?

webCRM did not accept the token, or your webCRM account has no organisations yet. Copy the token again from Settings > Configuration > Integration > API in webCRM (or create a new one if it was deleted), check that at least one organisation exists, then paste it and click Connect again.