SuiteCRM Integration
Turn your website chats into SuiteCRM leads, with the whole conversation
Overview
SuiteCRM is an open source customer relationship manager. The Asyntai module brings your website chats into it.
Asyntai answers your visitors on your website. When a visitor leaves an email address or a phone number in the chat, that visitor becomes a Lead in SuiteCRM. The whole conversation goes on the record, in the History panel, so your team reads what the visitor asked before they call.
How It Works
A scheduler job runs every 15 minutes. Each run:
- Reads the new chat leads from your Asyntai account.
- Looks for the Contact or the Lead that already holds that email address or phone number.
- Creates a Lead when there is none yet, with the name, the email address, the phone number and the page the visitor was on.
- Files the conversation as a Note on that record, with every message, so it shows in the History panel.
The same chat always writes to the same Note. A later run adds the new messages to it instead of making a second copy.
Requirements
- SuiteCRM 7.10 or higher, or SuiteCRM 8
- PHP 7.4 or higher, with the cURL extension
- An Asyntai account on the Starter plan or higher, because the module uses the Asyntai API
- The SuiteCRM administrator role
Installation
Follow these steps to add Asyntai to SuiteCRM:
Get Your API Key
Sign in to Asyntai, open Settings, then API, and copy your API key.
Install the Module
In SuiteCRM, open Admin → Module Loader. Choose the Asyntai package file, press Upload, then press Install and Commit.
Paste the API Key
Open Admin → Asyntai AI Chatbot → Asyntai settings. Paste your key into the Asyntai API key box and press Save.
Check the Connection
Press Test connection. Asyntai answers with your account and your plan. Then press Sync now to bring in the chats you already have.
Settings
The settings page holds these choices:
- Run the sync — turns the scheduled job on and off.
- Create a Lead for a new visitor — when the email address already belongs to a Contact or a Lead, the chat is filed on that record instead.
- Assign new records to — the SuiteCRM user who owns the new Leads and Notes.
- Lead source — the value written into the Lead Source field.
- Chats to read each run — between 1 and 100.
The Scheduler
The module adds a scheduler job called Sync Asyntai chat leads. It runs every 15 minutes. Open Admin → Scheduler to change the interval or to stop it.
Tip: SuiteCRM runs its scheduler from the system cron. If no chats arrive, check that cron calls cron.php on your server.
Removing It
Open Admin → Module Loader and press Uninstall. The scheduler job and the settings page go away. The Leads and the Notes stay, because they are your records.
Privacy
The module reads the chat leads of your own Asyntai account and writes them into your own SuiteCRM. Privacy policy.
Plans & Pricing
The module is free. It uses the Asyntai API, which needs the Starter plan or higher. View pricing.
Need Help?
If you have any questions or run into issues, contact us at [email protected].