Integrate your CRM with our AI assistant to manage customer interactions efficiently. After each call, a conversation summary is automatically sent via email (Individual Plan) or directly synced with your CRM (Business & Agency Plans). This integration allows you to utilize your existing CRM system to automate tasks and follow-ups, improving efficiency.

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We support all major CRM systems, including Hubspot, Salesforce, ActiveCampaign, and more. If your CRM is not listed, please contact us to confirm compatibility.

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For clients without a CRM system but interested in using CRM automation, we can help Business Plan users integrate and set up ActiveCampaign as CRM.

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We will need your CRM's API key or account access to enable CRM integration. After subscribing, you will receive detailed instructions to guide you through the setup process, ensuring a smooth and efficient integration experience.

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This integration helps streamline your operations, ensuring all customer interactions are logged and accessible. This enables better customer management and follow-up actions.

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