How to Use Birdeye Chrome Extension for Cloud-based CRMs?
Birdeye Chrome extension enables businesses to sync contacts from their CRM even when it is not integrated with the Birdeye platform. It also allows businesses to generate reviews in just a few clicks right from their CRMs and send campaign requests easily via any web-based CRM.
Features:
- Intuitive Scanning Capabilities: Birdeye automatically scans web pages to identify phone numbers and emails.
- Instant Engagement: Click the Birdeye icon next to the identified contact details to access options for sending review requests, survey invitations, or direct messages.
- Streamlined Workflow: Save time and enhance efficiency by managing customer interactions directly within your CRM.
NOTE:
The extension is available only for Chrome and not for other browsers like Safari or Firefox. You must confirm if the customer uses Chrome as their default browser.
Setup and Use Birdeye Chrome Extension
Go to the Chrome web store and click ‘Add to Chrome.’
After installing the extension, you will notice a pop-up ‘Birdeye has been added to Chrome.’
We recommend pinning the extension for quick and easy access.
Head to the CRM webpage and click the extension whenever you are on a page with email or phone contact.
Log in with your Birdeye credentials.
After logging in, click the extension and select ‘Open Birdeye Extension.’
The user will view the Birdeye icon next to any email or phone.
If you switch to a different tab and prefer not to see the Birdeye icon appear next to any email address or phone number, click on the extension and go to ‘Settings.’
Click ‘Add more URL,’ enter the site URL where you prefer not to see the Birdeye icon, and click the tick mark (✔️). You can enter multiple URLs.
You can notice the Birdeye icon disappears when you navigate to the URL added in the Settings.
Click the Birdeye icon, and a drawer opens on the right side with a pre-filled email ID you want to add as a contact. If you click the Birdeye icon next to the phone number, the pre-filled phone number will appear in the ‘Phone number’ field.
The ‘Email ID’ or ‘Phone number’ is required to add a contact. The field ‘Full name’ is optional to enter. Once you have the email ID or phone number in the field, select the ‘Location’ and click ‘Continue’ to add it as a contact.
After adding the contact, you can choose a desired template to send a referral, review request, survey, message, or collect customer experience feedback, all directly from the extension without leaving the current webpage.
For instance, if you want to send a review request. Hover over ‘Send a review request.’ Click ‘See templates.’ You can choose to send an email or text review request. For text review requests, the phone number is required.
Click ‘Change’ to view and select the desired template saved in your business location.
Click ‘Send review.’
The review request is sent.
IMPORTANT
Birdeye has added customized handling for a few CRMs, where clicking on the phone or email field automatically populates all other fields. If your business requires this customization for its CRM, please contact the Birdeye technical support team @ 1-800-561-3357 Ext. 3 or email - support@birdeye.com to have this customized handling added to your CRM extension. The list of CRMs with this custom handling that support all fields is as follows:
- Dentally
- Fresha
- Vagaro
- Hospice tools
- Tebra
- Winnolas
- Clio
- WelcomeHome
- Jobber