Nectar CRM integration with AI agents and WhatsApp
Nectar CRM is a Brazilian sales CRM for small and mid-sized businesses, with a pipeline, opportunity management, tasks and integration with contact channels. The agent uses the Nectar CRM API with a token from your account, and iTeam's HTTP tool learns the endpoints for contacts, opportunities and tasks from the documentation. This page is for companies that operate in Brazil or sell there.
What AI agents do with Nectar CRM
New contact, first conversation
Anyone who comes in through the website or an ad gets a WhatsApp message, and the agent logs the answers in Nectar. The salesperson picks up a lead that is already qualified.
Daily tasks for each salesperson
Every morning each salesperson receives the day's tasks and callbacks, with the context of each customer.
Opportunity updated by the conversation
When the customer confirms interest or asks for a proposal, the agent updates the stage and creates the task. Changes to deal value stay with the salesperson.
Reactivating old customers
The agent lists customers who have not bought for months and prepares an approach. The salesperson approves it before it is sent.
Connect Nectar CRM once. The agents use it within your rules.
- Through the APIConnected through the app’s API: iTeam learns the endpoints from the documentation and the scope is confirmed in the diagnosis.
- Each agent gets the right accessYou decide what each agent can read or do in Nectar CRM, by area and by person.
- Human approval where it mattersSensitive actions wait until someone with the authority approves them.
- A trail and a cost for every actionWho asked, what the agent did in Nectar CRM and what it cost, all on record.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Often used together with Nectar CRM
Questions about Nectar CRM and AI agents
Does iTeam integrate with Nectar CRM?
Yes. iTeam connects through the Nectar CRM API with a token from your account, using iTeam's HTTP tool. The scope is confirmed in the diagnosis.
Can the agent delete contacts or opportunities?
Not by default. It creates and updates records, and deletions need explicit permission, with a record in the audit trail.
Does it work with multiple sales pipelines?
Yes, the agent respects the pipelines and stages configured in Nectar.
