Zapier and Make recipes
Three recipes: reply to CRM, won back to Birdray, new list from a spreadsheet.
1. Reply → your CRM
Trigger: Webhooks by Zapier, Catch Hook. Paste the hook URL into Settings → CRM hand-off → Webhook. Action: create or update the contact and company in your CRM from person and company, and add a note from conversation.reply_snippet and brief.summary.
2. Deal won → Birdray stops
Trigger: your CRM's deal-stage-changed. Action: Webhooks by Zapier, POST to https://www.birdray.com/api/v1/status with header Authorization: Bearer brd_live_… and body {"license_no": "{{licence}}", "status": "won"}. Keep the licence number on the CRM record; the hand-off payload includes it.
3. Spreadsheet → list
Trigger: new row in Google Sheets with a licence number. Action: POST to /api/v1/lists with {"list": "From sheet", "license_nos": ["{{licence}}"]}.