Connect TeamSystem CRM to SendApp: appointment reminders and sales follow-ups

It connects in a minute, no waiting

The customer generates the token inside the CRM. No registration to request, no approval to wait for: it works the same day.

Privacy consents are chosen by the customer, not guessed

TeamSystem CRM lets each company define its own consent types. SendApp doesn’t guess which one is marketing: you choose it in the settings, and exactly that one is respected.

It respects “Do not contact”

The CRM has a dedicated flag on the customer record. When it is on, that customer receives nothing, whatever the other consents say.

• Every appointment in the CRM calendar becomes a row in the SendApp Calendar, with customer, date, time and calendar. Moved in the CRM, it moves here too; deleted, it is cancelled here too.
• Up to five reminder rules before the appointment, on WhatsApp, SMS or email.
• Follow-ups for customers you haven’t heard from in a few months, with a daily cap and a marketing consent you choose.
• Name, phone, email and date of birth land in SendApp Contacts with the TeamSystem CRM tag. Existing contacts are recognised by phone or email, never duplicated.

1. 1

   Create the token in the CRM

   In TeamSystem CRM go to SETUP → USERS → USER, Web API Keys tab, Add Web API Key button. Read permissions on appointments and contacts are enough: you can create a token limited to those, SendApp needs nothing else and writes nothing.

2. 2

   Paste it into SendApp

   In SendApp go to Applications → TeamSystem CRM → Connect now. Paste the token and choose the time zone.

   
3. 3

   The first sync

   SendApp checks the token and starts reading the calendar. The first appointments appear right away.

   

From Reminders before the appointment → Add rule. Up to five rules:

Placeholders: {first_name}, {name}, {appointment_date}, {appointment_time}. Example: “Good morning {first_name}, see you on {appointment_date} at {appointment_time} as agreed.”

Useful option: you can choose to skip unconfirmed appointments, for those who confirm by phone first.

A rule that would fall in the past is skipped: if you set “one day before” and the appointment is in two hours, that reminder doesn’t go out.

Here the purpose is commercial: reopening contact with someone you haven’t heard from in a few months.

Email works well for sales follow-ups: you can write a longer message than an SMS.

The most important field is the consent. Each company uses different codes: here you state which one means “may receive commercial communications”. Left empty, any ticked consent is enough: more permissive, less precise. The CRM’s “Do not contact” flag always wins.

1. The figures at the top: synced appointments, next 7 days, scheduled reminders, follow-ups, customers.
2. Upcoming appointments: the list read from the CRM with the planned reminders.
3. Sync history: every run.

In the Calendar every imported appointment carries the TeamSystem CRM badge.

• Read-only: no appointments are created from SendApp in the CRM.
• One token, one company.
• Up to 5 reminder rules.
• Not instant: the CRM doesn’t notify changes, SendApp checks every few minutes.
• The consent must be chosen once: until you do, any ticked consent counts, less precise than it could be.
• Past reminders are not recovered.