Integrations
Connect your calendar, video and CRM so your Aijent can book meetings and hand leads to your team.
Connect your calendar so your Aijent can book meetings, and your CRM so leads reach your team automatically. HubSpot, Pipedrive and Zoho connect in one click; Salesforce takes about 17 minutes using your own app credentials. You can connect one CRM at a time. One rule decides your video options: Google Meet needs Google Calendar, Teams needs Outlook, and Zoom works with either.
Your Aijent works without any of these, but connecting them is what turns a good conversation into a booked meeting sitting in your calendar and a lead sitting in your CRM.
Connect them before you go live, so your Aijent is useful from its very first conversation.
Your CRM
Every lead, booking and callback is written to your CRM automatically and marked as coming from Aijent, so you can see exactly what it is contributing.
- HubSpot. Connects in one click.
- Pipedrive. Connects in one click.
- Zoho CRM. Connects in one click.
- Salesforce. In beta, and takes around 17 minutes because you use your own Salesforce app.
You can connect one CRM at a time. Connecting a second disconnects the first, and everything from that point goes to the new one. Records already written to the old CRM stay exactly where they are.
Your calendar and video
Your Aijent cannot book a meeting without a calendar. Once connected, it reads your real free and busy times and only offers slots that are genuinely open.
One rule decides what you can pair.
| Video | Works with |
|---|---|
| Zoom | Google Calendar or Microsoft Outlook |
| Google Meet | Google Calendar only |
| Microsoft Teams | Microsoft Outlook only |
Choose your calendar first. Your dashboard then only offers the video tools that actually work with it, so you cannot accidentally pick a broken pair.
Escalation alerts
Separately from your CRM, you can have an email or a Slack message sent the moment somebody asks to speak to a person. Your CRM still gets its record. This is the real-time nudge on top.
Things that apply to all of them
Your Aijents share one set of connections. You cannot point one Aijent at one CRM account and another Aijent at a different one.
Conversations from before you connect are never synced, so connecting does not flood your CRM with months of history.
If a connection expires, we email you and show a banner in your dashboard, and the card returns to a Connect button.
Aijent Relay
Aijent Relay does not use CRM, calendar or video connections. It answers from your knowledge and escalates to your team by email or Slack instead. See Aijent Relay.