{"id":747,"date":"2026-10-24T15:01:07","date_gmt":"2026-10-24T20:01:07","guid":{"rendered":"https:\/\/archietechnology.com\/?post_type=ayuda&#038;p=747"},"modified":"2026-10-24T15:01:19","modified_gmt":"2026-10-24T20:01:19","slug":"enviar-los-contactos-de-tu-bot-a-tu-crm","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/enviar-los-contactos-de-tu-bot-a-tu-crm\/","title":{"rendered":"Send your bot's contacts to your CRM"},"content":{"rendered":"<p><!-- Archie Bots \u00b7 Integraciones \u00b7 Estado: borrador (reescrita el 24 oct 2026) \u00b7 P\u00fablico: administrador \u00b7 Plan: seg\u00fan contrato --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Have every person who leaves their details in the chat reach your CRM or system on their own, without copying them by hand.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Be an administrator of your bot's editor.<\/li>\n<li>Know which CRM or system your company uses and whether it can receive data by webhook (a web address that receives the information) or by API.<\/li>\n<li>Keep your privacy notice up to date: your contacts' data will also be stored in your CRM.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li><strong>Define which data you want to receive.<\/strong> Usually it's the name, email, phone, channel (web, WhatsApp, Instagram or Messenger) and the reason for the conversation.<\/li>\n<li><strong>Ask your CRM for the address to receive data.<\/strong> In most CRMs it's in the integrations, webhooks or API section. If your CRM doesn't have it, you can use a connection tool like Zapier or Make.<\/li>\n<li><strong>Turn on contact sending from your bot.<\/strong> Follow the guide <a href=\"https:\/\/archietechnology.com\/en\/ayuda\/guia\/recibir-los-datos-de-tus-contactos-en-tu-sistema\/\">Receive your contacts' data in your system<\/a> and paste your CRM's address there.<\/li>\n<li><strong>Run a test.<\/strong> Chat with your bot from the web chat, leave a test name and email and check that the contact appears in your CRM.<\/li>\n<li><strong>Organize the contacts in your CRM.<\/strong> Create a label or list for contacts coming from the bot, so your team knows where they come from.<\/li>\n<\/ol>\n<h2>Expected result<\/h2>\n<p>Every conversation where the person leaves their name and an email or phone reaches your CRM with the channel they wrote from, without anyone having to copy it by hand.<\/p>\n<h2>What you should know<\/h2>\n<ul>\n<li>In the web chat, only the data of people who accepted data processing is sent.<\/li>\n<li>If your CRM doesn't respond, sending is retried for a while. In the webhooks guide you can see how to check errors.<\/li>\n<li>Never share API keys by chat or email: if you need help, we'll tell you a secure channel.<\/li>\n<\/ul>\n<h2>Common issues<\/h2>\n<details>\n<summary>Contacts aren't reaching my CRM<\/summary>\n<p>Check that the address you pasted is correct and that your CRM is receiving data. Run a new test from the web chat and accept data processing.<\/p>\n<\/details>\n<details>\n<summary>Duplicate contacts are arriving<\/summary>\n<p>Set up your CRM to identify contacts by email or phone and update the existing one instead of creating a new one.<\/p>\n<\/details>\n<details>\n<summary>My CRM doesn't accept webhooks<\/summary>\n<p>Write to us: we'll help you connect it with an intermediate tool or with your CRM's API.<\/p>\n<\/details>\n<h2>When to write to us<\/h2>\n<p>If you want us to connect it for you, write to us on WhatsApp with your CRM's name. We'll support you from setup to the first test.<\/p>","protected":false},"excerpt":{"rendered":"<p>Have every person who leaves their details in the chat reach your CRM or system on their own, without copying them by hand.<\/p>","protected":false},"featured_media":0,"menu_order":49,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[31,82],"class_list":["post-747","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-bots","ayuda_seccion-bots-integraciones"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/747","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":2,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/747\/revisions"}],"predecessor-version":[{"id":838,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/747\/revisions\/838"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=747"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}