Integrating Birdeye with OmegaEDI
OmegaEDI specializes in software solutions for the Auto Glass Repair, Replacement, and Calibration industry. It offers a complete platform to simplify mobile auto glass invoicing and insurance processing. With features like job scheduling, inventory tracking, customer management, and analytics, OmegaEDI helps businesses streamline operations, stay organized, and focus on what matters most—delivering exceptional service. Integrating Birdeye with OmegaEDI will automate the process of sending review requests to customers daily.
Once OmegaEDI is integrated with Birdeye, Birdeye pulls customer information from OmegaEDI once daily for the appointments completed the previous day.
Birdeye allows you to fetch data from your POS using some predefined triggers. Here is the supported trigger for OmegaEDI:
Trigger Name |
Trigger Description |
Transaction Trigger |
This trigger is used to fetch customer data based on the completed transactions. |
To set up the integration with Birdeye, please contact the Birdeye technical support team at 1-800-561-3357 Ext. 3 or email them at support@birdeye.com. The Birdeye technical support team will successfully set up the integration with OmegaEDI through BE Connector.
WHAT IS BE CONNECTOR?
The BE Connector application is a native Windows application for all businesses. The BE Connector application helps integrate the CRM solution and Birdeye system. This helps you automate the process of sending review requests to your customers after they use your products or services.
The installation and setup process is driven by an intuitive wizard. To set up the integration, you first have to download and install the app on the machine that has access to the CRM solution. Once the integration is complete, the BE Connector will start pulling data from the CRM solution and send the data to the server for further processing. Review requests are sent as per the configurations and preferences set by the business on BE Connector.
HOW IT WORKS:
- Install the BE Connector on the OmegaEDI Server.
- Integrate OmegaEDI with BE Connector.
- BE Connector’s services will start pulling customer data from the integration and automatically send review requests, based on the Scheduling configuration defined.
Birdeye collects your customers' first and last names, email addresses, and phone numbers and automatically sends them review requests.