Syncing conversation history with CRMs and other apps

If you use Cue and want to sync the messages from your customer conversations with your CRM or other applications there are currently two ways you can do this:

• Push conversation history from a flow (recommended for CRMs)
• Get real-time message updates from webhooks (requires you to write code)

Below will give you an overview of each of these processes.

Push conversation history from a flow

The benefit of this approach is that you can customise the API request to fit any existing APIs for your CRM (such as HubSpot, Salesforce, Freshdesk and more).

How to set up

1. Create an HTTP step in your flow to call an API endpoint.
2. In the body of the HTTP request you can insert the conversation.plainText property which will be replaced with a list of messages when the request is made.

You can press { when typing in the body section of an HTTP request step to reveal a list of available properties you can use in your request. From this list you can select conversation.plainText.

Output example

Here's an example of what a plain text conversation output will look like when pushed to your CRM.

Get real-time message updates from webhooks

Cue allows you to set up a real-time feed of inbound and outbound messages that can be pushed to an application on your server. You'll have to write some code to receive and process the incoming requests from us.

You can find specific developer documentation for how to use our webhooks here.