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Integrations Intermediate 8 min read

SalesDrive CRM Integration

Create and manage deals directly in your SalesDrive account.

Overview

The SalesDrive CRM integration allows your agent to create and manage deals directly in your SalesDrive account. This enables your AI assistant to perform CRM operations without human intervention, streamlining your sales process and customer management.

App creation on SalesDrive

  1. Log in to your SalesDrive account as an administrator
  2. Navigate to Загальні налаштування і інтеграції
General integration
  1. Navigate to Інші сервіси
Other services
  1. Click the API button
Click API
  1. Click API-Ключі
API keys
  1. Click Створити API-Ключі
Create API key
  1. Fill the form: enter a key name, check all the checkboxes shown, and click Зберегти
Pass form
  1. Copy the API-ключ

Creating integration on MyChatBot

  1. Navigate to the Integrations tab in your dashboard
  2. Select the agent you want to connect to SalesDrive
Select agent
  1. Scroll down to find SalesDrive CRM in the integrations list
  2. Click Connect
  3. Provide your Domain (e.g. your-company.salesdrive.me) and API Key
Pass credentials
  1. Click Submit to save your integration

Entities & data fields configuration

After connecting, configure which entities and fields your agent can access:

Entity config

Toggle Use Deals to enable deal management. For the entity select standard SalesDrive fields and any custom fields, then click Apply fields. Use Sync statuses to sync the latest funnel statuses.

Entity types: SalesDrive primarily supports Deals (sales in progress with associated contacts and products). Field types: Standard and Custom. Special fields: Status (must match SalesDrive statuses exactly; updated via Sync statuses), Source (auto-set to "AI-" + your assistant's name), Chat Link (auto-added as a comment linking back to the conversation), Products (complex field: each product needs name, cost per item and amount; optional description, discount, SKU). Pipelines: the agent uses the default pipeline when creating deals and can move them through stages.

Available tools

After connecting, your agent gets two tools:

1. create_crm_deal, creates deals (params: full_name required, phone, payment_method, shipping_method, shipping_address, email, company, products [name, costPerItem, amount, description, discount, sku], custom fields). A contact is auto-created, the deal is linked, products are added, a chat link is added, and the source identifies your AI assistant.

2. edit_crm_deal, updates existing deals (full_name, phone, Status, custom fields). Changing status moves the deal to that stage; custom fields and contact info are updated.

Configuration in agent instructions

Creating deals:

When a customer expresses interest in our services, use create_crm_deal in SalesDrive with the following information:
- Use their full name
- Include their phone number
- Add payment and shipping method if provided
- Add shipping address if applicable
- Include their email address
- Set status to "New"
- Add any product details with name, price and quantity

Deal progression:

When a customer completes a payment:
1. Use edit_crm_deal to update the deal stage to "Closed Won"
2. Update the payment method with the details

When a customer declines to proceed:
1. Use edit_crm_deal to update the deal stage to "Closed Lost"
2. Add the reason for declining in the comments field