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 login, the user must reload the browser tab to view the Birdeye icon next to any email or phone.
Click the Birdeye icon, and a drawer opens on the right side with a pre-filled phone number you want to add as a contact. If you click the Birdeye icon next to the email ID, the pre-filled email ID will appear in the ‘Email’ field.
Either 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 in the field, select the location where you want to add this contact, and click ‘Add contact’ to add the contact to Birdeye.
After adding the contact, you can also send a referral, review, or survey request, even a message, or collect customer experience feedback straight from the extension and on the same webpage. The templates that would be sent would be the default templates set up within Birdeye.
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