CRM Integration

Seamlessly connect your existing CRM with AI agents for unified customer data and automated workflows.

Supported CRM Platforms

We integrate with all major CRM platforms and custom systems.

HubSpot

HubSpot
Contact sync
Deal tracking
Email automation
Custom properties
Setup Time:2-3 days

Salesforce

Salesforce
Lead management
Opportunity tracking
Custom objects
Workflow automation
Setup Time:3-5 days

Pipedrive

Pipedrive
Pipeline management
Activity tracking
Email integration
Custom fields
Setup Time:1-2 days

Zoho CRM

Zoho
Contact management
Sales automation
Custom modules
Workflow rules
Setup Time:2-3 days

Monday.com

Monday
Project tracking
Team collaboration
Custom workflows
Automation
Setup Time:1-2 days

Airtable

Airtable
Database management
Custom views
Automation
API integration
Setup Time:1-2 days

5-Step Integration Process

Our proven methodology ensures smooth, secure, and efficient CRM integration.

1

Discovery & Planning

1-2 days

Analyze your current CRM setup, data structure, and business requirements

Deliverables:

CRM audit reportIntegration roadmapTimeline & milestones
2

Data Mapping & Configuration

2-3 days

Map data fields, configure sync rules, and set up custom workflows

Deliverables:

Field mapping documentSync configurationCustom workflow setup
3

Testing & Validation

1-2 days

Comprehensive testing of all integrations and data synchronization

Deliverables:

Test results reportData validationPerformance metrics
4

Deployment & Training

1 day

Go-live deployment with team training and documentation

Deliverables:

Live integrationUser trainingDocumentation package
5

Ongoing Support

Ongoing

Continuous monitoring, optimization, and technical support

Deliverables:

24/7 monitoringMonthly reportsOptimization recommendations

Customization Options

Custom Field Mapping

Map any data field between your CRM and AI agents with custom transformation rules.

Automated Workflows

Create complex automation sequences triggered by CRM events and AI interactions.

Data Enrichment

Automatically enrich CRM records with AI-gathered customer insights and behavior data.

Custom Reporting

Build personalized dashboards and reports combining CRM and AI interaction data.

Data Migration Services

Secure, reliable data migration with zero downtime and complete data integrity.

Complete Data Migration

Seamlessly transfer all your existing data including contacts, deals, activities, and custom fields

Zero data loss guarantee
Data validation & cleanup
Custom field preservation
Historical data retention

Incremental Sync Setup

Configure real-time or scheduled synchronization between systems

Bi-directional sync
Conflict resolution
Delta sync optimization
Error handling & recovery

Legacy System Integration

Connect older CRM systems and databases with modern AI automation

API development
Custom connectors
Data transformation
System modernization

Automation Capabilities

Lead Qualification Automation

Automatically score and qualify leads based on AI conversations and CRM data

85% faster qualification
Consistent scoring criteria
Reduced manual work

Follow-up Orchestration

Trigger personalized follow-up sequences based on CRM status changes

100% follow-up consistency
Personalized messaging
Optimal timing

Deal Pipeline Management

Automatically move deals through pipeline stages based on AI interactions

Accurate pipeline tracking
Automated stage progression
Sales forecasting

Customer Journey Tracking

Complete visibility into customer interactions across all touchpoints

360° customer view
Interaction history
Behavior insights

Client Success Stories

"The CRM integration was seamless. Our sales team now has complete visibility into every customer interaction."
Sarah Chen
Sales Operations Manager
TechFlow Solutions
"Data migration was flawless. We didn't lose a single record and the new automation saves us 20 hours per week."
Marcus Rodriguez
VP of Sales
GrowthCorp
"The custom workflows they built perfectly match our sales process. Lead qualification is now completely automated."
Emily Watson
CRM Administrator
ServicePro

Ready to Integrate Your CRM?

Get a free consultation and custom integration plan for your CRM system.

TALK TO EXPERT