CRM, helpdesk and sales
Connect your AI chatbot to your CRM and helpdesk
Turn conversations into contacts, tickets, leads and meetings in the tools your team already works in.
An assistant is only useful to sales and support if its conversations end up where your team works. These connectors will write a contact and the transcript to your CRM, open a ticket in your helpdesk when a person is needed, and book the meeting in your calendar while the visitor is still in the chat.
01On the way
HubSpotComing soon
Every conversation becomes a HubSpot contact and a timeline entry; hand-offs become tickets.
ZendeskComing soon
A hand-off becomes a Zendesk ticket with the transcript; your team answers from Zendesk.
SalesforceComing soon
Leads and cases in Salesforce from every conversation your mate has.
FreshdeskComing soon
A hand-off becomes a Freshdesk ticket with the transcript.
IntercomComing soon
Bring your Intercom conversations and contacts across, or hand off into Intercom.
PipedriveComing soon
A sales conversation becomes a Pipedrive lead or deal, with the transcript attached.
ZohoComing soon
Contacts, leads and tickets in Zoho CRM and Zoho Desk from every conversation.
Help ScoutComing soon
A hand-off becomes a Help Scout conversation in the mailbox you choose.
MailchimpComing soon
A visitor who opts in joins your Mailchimp audience, tagged by what they asked about.
Google CalendarComing soon
Your mate books a meeting straight into your Google Calendar.
CalendlyComing soon
Your mate offers your Calendly event types and books the slot in the chat.
02Questions
Questions about this category
Can I use a CRM connector today?
Not yet: every connector in this category is being built, and each page says so. Today a hand-off lands in the Console Inbox, and a webhook can forward it to any system you run.
What will be written to my CRM?
The contact the visitor agreed to share, the conversation transcript and, where it applies, the ticket or lead a hand-off creates. You choose which of those each connector may write.
Will my team have to leave the helpdesk they use?
No. The point of these connectors is that your team keeps working in its own helpdesk or CRM, with the conversation already there.
03Other connector categories