Channels / CRM
Your CRM, supercharged with AI conversations
Salesforce, HubSpot, Zoho — contacts, deals, conversation history, and AI summaries sync automatically. Your CRM gets smarter with every chat.
Supported CRMs
Three CRMs, native integrations
Salesforce
- Sync leads and contacts from chat
- Create and update Opportunities
- Attach AI conversation summaries to records
- Trigger Salesforce Flows from chat events
HubSpot
- Create or update Contact records
- Log conversations as Activities
- Enroll contacts into HubSpot Sequences
- Sync deal stage from qualification chat
Zoho CRM
- Create Leads and Contacts from chat
- Log call and chat transcripts
- Trigger Zoho workflows on chat events
- Attach AI summaries to module records
Data flow
What syncs automatically
Contacts
New contacts created in your CRM when a chat visitor is identified. Existing records updated with new conversation data.
Deals
Qualified leads create or update Deals/Opportunities. Stage is set by the AI based on your qualification playbook.
Conversation history
Full conversation transcripts attached to the matching CRM record. Your team sees the full context before they call.
AI summaries
AI-generated plain-language summaries of each conversation, highlighting key intents, objections, and next steps.