Connect Really Simple Systems to WhatsApp, Instagram, TikTok and AI Chat
Yes. AeroChat writes directly into Really Simple Systems. It reads your accounts, contacts, opportunities and cases and writes new accounts, contacts, opportunities, activities and cases through the Really Simple Systems API, on WhatsApp, Instagram, web chat and every other channel your customers use.
Your customers ask questions on WhatsApp, Instagram, Messenger, TikTok, Telegram, web chat or email. AeroChat answers them, takes their details and records the result in Really Simple Systems as it goes: the account and contact, a new opportunity at the right stage, the follow-up activity and, for support requests, a case. It connects through the public Really Simple Systems API. You describe the workflow in your own words, AeroChat builds it, and Really Simple Systems stays the place your team works.
What you can do with Really Simple Systems and AeroChat
- Turn new chat leads into accounts, contacts and opportunities. When someone new messages, AeroChat answers, takes their details and creates the account, the contact and an opportunity at your first stage, with the channel as the source.
- Open support cases and answer case status. AeroChat opens a case from what the customer reports and later reads the case to answer “any update?”.
- Recognise returning customers. AeroChat finds the contact by phone number or email, reads their account and open opportunities, and greets them with that context.
- Update an opportunity’s stage. When a customer accepts a quote or asks for one, AeroChat moves the opportunity to the matching stage and updates its value or close date.
- Answer where their order or quote stands. AeroChat reads the opportunity’s stage and replies in plain words, without anyone looking it up.
- Book a callback as an activity. When a customer asks for a call, AeroChat agrees a time and creates an activity on the account for the right person.
What it looks like on WhatsApp
Customer: Hi, do you supply commercial cleaning chemicals in bulk? We run three hotels. (example)
AeroChat: Yes, we supply bulk cleaning products for hotels and offer monthly delivery. Can I take your name and company, and which products you use most?
Customer: Tom Hughes, Harbour Hotels. Mostly floor cleaner and laundry detergent.
AeroChat: Thanks, Tom. Our trade team will send you bulk pricing today.
In Really Simple Systems: a new account for Harbour Hotels, a contact for Tom Hughes and an opportunity “Bulk cleaning supplies, 3 hotels” at the Enquiry stage (example), source WhatsApp, with the products he uses in the description.
Customer: Can someone from accounts call me tomorrow morning about our invoice terms? (example)
AeroChat: Of course. I’ve asked our accounts team to call you tomorrow at 10am. Is this the right number?
Customer: Yes.
In Really Simple Systems: a call activity on the customer’s account for tomorrow at 10am, assigned to the accounts team user, with “invoice terms” in its details.
Works on every chat channel
Your leads and customers message you wherever they already are. The same Really Simple Systems connection and the same workflows run on every channel AeroChat supports, and Really Simple Systems stays the record whichever one they use.
| Channel | What your leads and customers can do |
|---|---|
| Message your WhatsApp Business number to ask about your products or services, report a problem, or ask for a callback, and land in Really Simple Systems. Voice notes are transcribed, so a spoken request works too. | |
| Send the same requests by direct message. A comment on your post can get an automatic reply that moves the conversation to a DM. | |
| Facebook Messenger | Send the same requests to your Facebook Page. Comments on your Page posts can get an automatic reply too. |
| TikTok | Send the same requests by TikTok direct message or TikTok Shop buyer chat. Both arrive in the same TikTok inbox. |
| Telegram | Send the same requests to your business on Telegram. |
| Web chat | Do the same from the chat on your website, without leaving the page. |
| Write to your Gmail or Office 365 address and get the same answer the chat gives. |
How the connection works
AeroChat connects through the Really Simple Systems API (version 4), documented in the Really Simple Systems API guide. Really Simple Systems is now also sold as Spotler CRM, and the same API serves both names. Through it, AeroChat searches and reads records and creates or updates accounts, contacts, opportunities, activities and cases.
- What AeroChat reads from Really Simple Systems: accounts and contacts, opportunities with their stage, value and close date, cases and their status, and your dropdown values such as stages and sources.
- What AeroChat writes to Really Simple Systems: new accounts and contacts, new and updated opportunities, activities, and new and updated cases.
To connect, an administrator goes to Settings, then Integrations, then API V4. They choose Enable API Access to Users and enable the user AeroChat will act as. Then, under Manage API Keys and Alerts, they generate a new key for that user and copy it straight away, because it is shown only once. API access comes with the Professional and Enterprise plans, and cases need the Service and Support tool. Those are Really Simple Systems’ requirements.
You describe the workflow in your own words, for example “when a new customer messages, create the account, contact and an opportunity at Enquiry, and open a case if they report a problem”. AeroChat builds the workflow as a draft and asks for the Really Simple Systems key by name. You enter it in the AeroChat dashboard. It never passes through the conversation.
Workflows to copy
Six ready-made workflows for Really Simple Systems. Copy one into AeroChat, add your key, and it runs on every channel.
1. Turn a new chat lead into an account, contact and opportunity
Copy this into AeroChat
When someone new asks about our products or services, answer their question first from our knowledge base. Then ask for their name, company and what they need. Search Really Simple Systems for a contact with the phone number they are messaging from. If there is none, create an account for their company and a contact under it with their name, phone number and email if given. Create an opportunity on the account at the Enquiry stage (example), named with what they asked for, with the source set to the channel they used and a short description of what they need.
2. Open a support case and answer its status
Copy this into AeroChat
When a customer reports a problem, ask what happened, which product or order it is about and when it started. Find their contact and account in Really Simple Systems by phone number. Create a case on the account with a short subject and the full description in their words, and reply with the case number. When a customer asks about an existing case, find it, check it belongs to their account and reply with its status in plain words. Never read out internal notes.
3. Recognise a returning customer
Copy this into AeroChat
When someone messages, search Really Simple Systems for a contact with the phone number they are messaging from, or by email if they give one. If you find one, read their account and open opportunities. Greet them by name and ask whether they are getting in touch about their open opportunity. If they ask for their account manager, hand the conversation over. Never share details from another account.
4. Update an opportunity’s stage
Copy this into AeroChat
When a customer with an open opportunity says they accept our quote, move the opportunity to the Won stage (example) and tell them our team will confirm delivery details today. If they ask for a quote, move it to the Quote stage (example) and update the value if they give quantities. If they say they no longer need it, hand the conversation to the account manager without changing the stage.
5. Answer where an order or quote stands
Copy this into AeroChat
When a customer asks about their quote or order, find their account in Really Simple Systems by phone number and read their open opportunities. Reply with the stage in plain words using this list: Enquiry means we are preparing options, Quote means a quote has been sent, Won means it is confirmed and being arranged (example wording). If they have more than one, ask which one they mean. Never share values or notes the customer has not seen.
6. Book a callback as an activity
Copy this into AeroChat
When a customer asks for a call, ask what day and time suit them within our hours, Monday to Friday 9am to 5pm (example). Find their account in Really Simple Systems, or create it as in our new-lead workflow. Create a call activity on the account at the time they chose, assigned to their account manager, with a one-line note of what they want to discuss. Confirm the day, time and who will call.
Who uses it
Really Simple Systems is a CRM for small and mid-sized businesses, many of them B2B: wholesalers, manufacturers, distributors and service firms that track accounts, opportunities and support cases in one place. For B2B selling over chat, see quote requests for B2B suppliers and order status and delivery questions.
What stays in Really Simple Systems
AeroChat handles the conversation. Really Simple Systems stays the record: accounts, contacts, opportunities and their stages, activities, cases and your reports. Every record AeroChat creates appears in Really Simple Systems like any other, so your team works the same way. Keep your stages and users up to date, so AeroChat moves opportunities to stages and people that exist.
WhatsApp workflows that use Really Simple Systems
These end-to-end WhatsApp workflows run with Really Simple Systems behind them. See them all in the WhatsApp workflows library.
- WhatsApp CRM workflows
- WhatsApp Review Requests After Every Visit or Order
- WhatsApp Win-Back Messages for Lapsed Customers
Questions
Does AeroChat work with Really Simple Systems?
Yes. It connects through the Really Simple Systems API with a key you generate in your own account. It is not a Really Simple Systems product or listing.
Can WhatsApp leads go straight into Really Simple Systems?
Yes. When a lead messages on WhatsApp, Instagram or any other channel, AeroChat creates the account, the contact and an opportunity with the channel as its source.
Do I need a developer?
No. You describe the workflow, AeroChat builds it, and an administrator enables API access for a user, generates a key and pastes it into the dashboard.
Which plan do I need?
On the Really Simple Systems side, API access comes with the Professional and Enterprise plans, and cases need the Service and Support tool. On AeroChat, workflows via Skills are on every plan. Choose the plan by how many messages you get: Starter covers 500 AI responses a month, Growth 2,000 and Advanced 5,000.
Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.
Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.
Connect Really Simple Systems to your chat
Paste the new-lead recipe, add your Really Simple Systems key, and message your own number asking about your products.
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