Plugin · crm
Whip Computer + Parma
Parma CRM is a relationship management app designed to help you accelerate growth by deepening and nurturing your business relationships.
How a Bot uses Parma
23 Parma tools. Connect under Plugins. The Bot still asks before anything leaves the thread.
- Look up the accounts you name in Parma. Return a short health read.
- Draft a follow-up. Do not create or close records until you approve.
- Cite the CRM fields. If a number is missing, it says so.
Never without you
- Create or delete records
- Email the customer from the CRM
First message
Look up these accounts in Parma. Health, last touch, risk. Do not email anyone.
Tools a Bot can call
A sample from the Parma toolkit. The Bot calls these after you connect. Writes that would go live still wait for approval.
- Add Relationship to Group
- Create Note
- Create Relationship
- Get data.json metadata
- Delete Relationship
- Get Pipeline
Jobs that use Parma
- Sales outbound — Draft follow-ups from the account list. Do not send. Ask before anything leaves the thread.
- Lead generation — Build a sourced shortlist from the ICP you name. Enrich what you can. Never cold-email without you.
- Lead qualification — Score inbound against your rubric. Draft the route note. Do not change CRM stage until you say so.
Related integrations
FAQ
Does Whip Computer have a native Parma integration?
Yes. Connect Parma under Plugins. The Bot still asks before anything leaves the thread — sending CRM included.
Can a Bot change live Parma data?
Not by default. Whip Computer is talk-first: draft in the thread, grant access when it hits a wall. Live Parma writes wait for you.
Do I need a workflow builder?
No. Create a Bot, message it, grant access as needed. There isn't anything to learn — it's like bringing on a coworker.