X, formerly Twitter, is a real-time conversation platform used by hundreds of millions of people for news, customer support, and brand discovery. Businesses interact through tweets, replies, mentions, and direct messages. Connecting X to WellPlan routes incoming DMs and mentions into the unified inbox, lets teams reply two-way, triggers workflows when someone mentions your brand or sends a DM, and saves each conversation partner as a contact in the CRM. Treat X as a real customer channel instead of a separate browser tab the team forgets to check.
Features
Common use cases
Handle support requests publicly and privately
A SaaS company monitors mentions of its brand handle. When a user tweets a support question, a workflow notifies the team, and the rep replies publicly while moving the longer conversation into DMs, all logged in WellPlan's inbox.
Capture interest from viral threads
A consultant's tweet goes viral. Replies expressing interest in the service trigger a workflow that DMs each interested user a calendar booking link, creates a contact in WellPlan, and tags the source as the originating tweet.
Run brand monitoring alerts
A retail brand listens for mentions of common misspellings and competitor comparisons. Each new mention creates a task for the social team in WellPlan, and high-priority complaints route directly to the customer success lead via Slack.
How setup works
- 1Make sure you have a developer account on the X/Twitter API platform with an appropriate paid tier for the features you need.
- 2Create an app in the X developer portal and generate API keys and OAuth credentials.
- 3Open WellPlan's Integrations settings and connect your X account using the credentials.
- 4Configure DM and mention workflows, assign the inbox, and start engaging.
Frequently asked questions
Does X charge for API access?+
Yes. X moved to a paid API model in 2023. There are Basic, Pro, and Enterprise tiers with different access levels and rate limits. The capabilities available to your integration depend on which tier your X developer account is on.
Can I DM users who don't follow me?+
Only if those users have enabled receiving DMs from anyone in their settings, or if they have messaged you first. Otherwise, DMs to non-followers are blocked. Mentioning the user in a public reply remains an option in either case.
Are there rate limits I should know about?+
Yes. X enforces rate limits on posting, DMs, and reads. Limits vary by API tier and have changed several times since the paid model launched. Heavy automation users should monitor usage and choose a tier that fits planned send volume.
Will replies to my tweets sync into WellPlan?+
Reply visibility through the API depends on your X tier. Mentions of your handle and direct messages are typically supported on standard tiers, while full conversation thread access often requires higher tiers. Check your tier's documentation for specifics.