Your AI agent talks to your systems
An AI voice agent that can't access your data is just a fancy answering machine. We connect to your CRM, calendar, helpdesk, and payment systems so every call has full context — and every action happens in real time.
AI voice agent CRM integration connects a phone-answering AI directly to your business systems — CRM, calendar, helpdesk, payment processor, and more. During each call, the agent pulls up caller records, checks availability, creates tickets, and updates contact data in real time. This means callers get instant answers without being put on hold while someone looks things up.
How does an AI voice agent connect to your existing systems?
Your agent sits at the centre of your tech stack, pulling and pushing data as calls happen.
The agent uses secure API connections (OAuth 2.0, TLS 1.3) to read and write data during calls. No batch syncs or overnight imports — everything happens while the caller is on the line.
Which systems does the AI voice agent integrate with?
Click a category to see supported platforms and what the agent does with each one.
CRM Integrations
What the agent does
- Looks up caller by phone number — pulls name, account history, open deals
- Creates new contact records for first-time callers
- Logs call summary, outcome, and next steps as a CRM activity
- Updates deal stages, tags, and custom fields based on call outcome
- Triggers workflows (e.g., "hot lead" alert to sales team) automatically
Don't see your system listed? If it has an API, we can almost certainly connect to it. Ask us about your specific stack.
What does a fully integrated call actually look like?
Here's a single call touching 4 systems in under 90 seconds.
Phone number matched against Salesforce. Agent greets caller by name: "Hi Sarah, thanks for calling."
Agent checks Google Calendar in real time. Offers available slots. Books the new appointment. Sends SMS confirmation.
Agent pulls last invoice from Xero. Explains the charges. Caller's satisfied — no transfer needed.
Call summary, transcript, and outcome written to Salesforce. Calendar updated. Total time: 72 seconds.
That's 4 systems, zero hold time, zero manual data entry. Your team sees the complete record when they open the CRM. Want an agent tailored to your specific workflows? That's what we do.
How do we keep your data safe during integration?
Encrypted in Transit
All API calls use TLS 1.3 encryption. Data never travels in plaintext between any systems. Period.
OAuth 2.0 Authentication
We use OAuth where available — no stored passwords. Token rotation and scope limitations ensure minimal access.
GDPR Compliant
Data processing agreements available. Call recordings and transcripts stored in your preferred region. Right-to-deletion supported.
Minimal Access Principle
The agent only accesses the specific fields and records it needs for each call. No bulk data exports, no broad access.
Audit Logging
Every API call, every data read, every write is logged with timestamps. Full audit trail for compliance reviews.
IP Whitelisting
Lock down connections to specific IP ranges. Only our infrastructure can reach your systems. Additional VPN tunnels available for sensitive environments.
Integration questions answered
Salesforce, HubSpot, Zoho CRM, Pipedrive, and Microsoft Dynamics out of the box. For other CRMs with a REST API, we build custom connectors — typically in 3-5 business days.
Yes. During and after each call, the agent creates or updates contact records, logs call summaries, updates deal stages, and adds notes — all automatically. No batch syncs or overnight imports.
Yes. We integrate with Google Calendar, Outlook/365, Calendly, Acuity, and most calendar APIs. The agent checks real-time availability and books directly — no double-booking risk.
We've connected to legacy systems, custom databases, and proprietary platforms. If your system has any kind of programmatic access — API, webhook, database connection — we can usually find a way. We scope this during discovery.
All data is encrypted in transit (TLS 1.3) and at rest. We use OAuth 2.0 for authentication, support IP whitelisting, and sign data processing agreements. GDPR compliant by default.
Standard integrations (Salesforce, HubSpot, Zendesk, Calendly) are configured in 2-3 days. Custom API integrations take 5-10 business days. This all happens during weeks 2-3 of the build process.
Explore more
Custom AI Voice Agent
Built around your call flows, brand voice, and business logic. Live in 4 weeks.
Learn more →AI Customer Service
Handle support calls, order enquiries, and issue resolution with AI that has full context.
Learn more →AI Call Centre Solution
Replace IVR trees and hold queues with natural AI conversations at scale.
Learn more →Ready to hear what your agent sounds like?
Tell us what systems you're running and we'll show you exactly how the AI agent connects — with a live demo using your actual workflows.