Integrations
Connect your CRM, calendar, inbox and search once. Your agent reads and writes them mid-call, with no API setup.
Integrations connect your agent to the tools your team already uses. Connect a service once for your organization, then give each agent the specific actions it needs, such as Search contacts, Check availability or Send email. The agent calls them during the conversation when the caller’s request needs them.
Integrations are available to organizations in the India data region. Organizations in the US region don’t see the Integrations page yet.
Available integrations
Find and create leads, read accounts, update opportunities
Find and create contacts, read companies, update deals
Find and create leads, read contacts and deals (listed as Zoho in the dashboard)
Send, draft, read and search email
Check availability and book, move or cancel meetings
Book, reschedule and cancel Cal.com bookings
Check availability and book Calendly events
Live web search and answers during a call
Zendesk, WebEngage, Fiserv, Infosys Finacle, TSYS, nCino, Lentra, Temenos and Perfios are also listed on the Integrations page. WebEngage shows Open, which takes you to its settings page. The others show Talk to sales, which emails our team about access.
How it works
Connect the service
On the Integrations page, click Connect next to the service, then Connect in the dialog that opens. For Zoho, pick your data center region first. OAuth services send you to the provider to sign in and approve access. API-key services ask you to paste a key, which is stored encrypted and never shown again.
The connection belongs to your organization: one account per service, shared by every agent.
Add its tools
Open the Tools page in the dashboard and click Add tool → Integration tool. From inside an agent, use Add tool → New tool → Integration tool in its Tools section. Choose the connected integration, tick the actions you want, and click Add tools.
Each action becomes its own tool, such as hubspot_search_contacts. Added from inside an agent, it’s attached to that agent when you save. Your agent can only use the actions you add, even if a caller asks for more.
Tell the agent when to use each one
Click the tool on your agent to open its settings. Its Condition prompt tells the agent how and when to call it, for example “When the caller wants to book a demo, check availability first.”
The condition prompt belongs to the tool, so changing it updates every agent that uses it, published agents included.
Integration tools work with single-prompt agents. They aren’t available on multi-agent agents yet.
Pin the fields the agent shouldn’t ask about
In the same settings, each field an integration tool supports for pinning has one of three sources:
A Fixed or Variable field is removed from what the agent can fill in, so it never asks the caller for it and can’t override it. Pins are saved per agent, so two agents can share a tool with different pinned values.
A Fixed value can’t contain {{ and can be up to 4,000 characters. To insert a variable, set the field to Variable instead.
A Variable pin must be defined in the Variables panel, and it can’t be a variable that another tool writes during the call. The agent won’t save until both are true.
Pinning the recipient of an email or booking also removes CC, BCC and extra-guest fields from the agent, so it can’t add anyone else.
Disconnect or reconnect
To stop access, click Disconnect on the Integrations page. Every agent tool that uses the service fails from then on, and the agent is told the service isn’t connected. The tools and pins stay configured, so connecting again brings them back as they were.
On the Tools page, tools for a service that isn’t connected show Reconnect. This happens after a Disconnect, or when Salesforce, HubSpot or Zoho access can no longer be renewed, for example because it was revoked on the provider’s side. Click it to connect again. OAuth services return you to the Integrations page afterwards.
If an API key or Google access is revoked, or calls start failing before Reconnect appears, the Integrations page still shows the service as connected. Click Disconnect, then Connect again with a working key or account.
To take one action away from one agent, remove that tool from the agent instead. Disconnecting affects every agent in your organization.
Need something else?
For any service not listed here, call its REST API directly with an API tool.