CRM & System Integrations

Most businesses run on 5–15 different software tools that don't talk to each other. AI agents bridge these gaps — passing information between systems, triggering actions based on events, and keeping everything in sync without manual intervention.

Integrations We Build

• CRM to email — auto-generate follow-up emails from CRM stage changes
• Form submissions to CRM — capture leads and route them automatically
• Calendar to project management — sync meetings and deadlines across tools
• Email to task management — extract action items from emails and create tasks
• Analytics to reporting — pull metrics and generate executive dashboards

Approach

We use a combination of official APIs, webhook automations, and AI-powered logic to create integrations that are durable — not fragile screen-scraping hacks that break with every UI update.

Systems Supported

• Salesforce, HubSpot, Zoho CRM, Pipedrive
• Google Workspace, Microsoft 365
• Slack, Teams, Telegram, Discord
• Airtable, Notion, Monday.com, Asana
• Custom REST APIs and databases