Integrations
Connect any tool: call any API from a workflow, let any webhook send data in, or use Zapier. Plus Google Calendar, Outlook, WordPress and Google Analytics.
Connect any tool
Small Business Chatbot connects to any tool in three ways.
Any API: the HTTP Request stepA workflow sends a lead, a booking or a conversation's details to any tool with a public API, or fetches data from it. It signs in with an API key, a token, or a user name and password, saved as an encrypted credential.Any webhook: inbound webhooksAny tool that can send a webhook, from a website form to a CRM or a Zap, posts to your workflow's own URL. Its data comes into Small Business Chatbot and starts the workflow.ZapierWhen a chat, call or text ends, a contact is created, or an appointment is booked or changed, a Zap starts and sends the details to any app on Zapier.
So HubSpot, Salesforce, Jobber, ServiceTitan or your own system all connect the same way. Data goes out through an HTTP Request step or a Zap, and comes in through an inbound webhook. The Other tools table shows what each one supports.
Your keys stay safe
- Saved once, encrypted: an API key, token or password goes in a workflow credential. It's stored encrypted in AWS Secrets Manager, apart from your workflows, and added to a request only when the step runs.
- Never shown again: after you save it, the app never displays the secret, and run history masks it.
- Yours only: a credential belongs to your account. Only your workflows can use it.
- Public addresses only: the HTTP Request step refuses private and internal network addresses.
- No keys to copy for sign-in tools: Zapier, Google Calendar and Outlook connect by signing in and clicking Allow.
- A private URL per webhook: each inbound webhook has its own random URL. Regenerate URL replaces it, and the old one stops working.
The tools below also connect from their own panels in the app.
Your website
| Tool | What it does | Sign-in |
|---|---|---|
| Any website | One line of code puts the chat widget on every page that has it | None |
| WordPress | The plugin connects the site to your account and loads the widget, with no code | Your account, opened from the plugin |
Calendars
| Tool | What it does | Sign-in |
|---|---|---|
| Google Calendar | The AI chatbot books, reschedules and cancels in website chat, and your booking page takes bookings, all in your Google Calendar | Your Google account |
| Microsoft Outlook calendar | The same booking in chat and on your booking page, in your Outlook calendar | Your Microsoft account |
| Google Meet | Adds a new Google Meet link to each meeting booked into Google Calendar | Comes with Google Calendar |
| Microsoft Teams | Adds a new Microsoft Teams link to each meeting booked into Outlook | Comes with Outlook |
Analytics
| Tool | What it does | Sign-in |
|---|---|---|
| Google Analytics | Sends chat, call, text, lead and appointment events to your GA4 property | None for website events; a Measurement ID and an API secret for the rest |
Automation
| Tool | What it does | Sign-in |
|---|---|---|
| HTTP request | A workflow step sends details to any public API, or fetches data from it | A saved Bearer, Header or Basic credential, or none |
| Inbound webhooks | Any tool posts to a URL, and its data comes in and starts a workflow | None: the URL is the secret |
| Zapier | A chat, call or text ending, a new contact or an appointment starts a Zap | Sign in from Zapier and click Allow |
| Tool | What it does | Sign-in |
|---|---|---|
| Sending domain | Workflow emails go out from your domain, and replies come back to the app | DNS records at your domain provider |
Other tools
HubSpot, Salesforce, Jobber, ServiceTitan and the other tools below connect through the three routes above:
- Out, by API: a workflow's HTTP request step calls the tool's API. The last column says how it signs in.
- In, by webhook: when the tool can send a webhook, its data comes into Small Business Chatbot through an inbound webhook and starts a workflow.
- Out, by Zapier: a chat, call, text, new contact or appointment starts a Zap, and the Zap uses the tool's own Zapier app, for example HubSpot's Create or Update Contact.
| Tool | Kind | What a Zap can do there | HTTP Request step |
|---|---|---|---|
| HubSpot | CRM | Create or Update Contact, Create Deal, Create Engagement | Yes, with a private app token |
| Salesforce | CRM | Create Lead, Find or Create Record, Create Record | |
| Pipedrive | CRM | Create Lead, Find or Create Person, Create Deal | Yes, with an API token |
| Zoho CRM | CRM | Create Module Entry, Create/Update Module Entry | |
| Freshsales | CRM | Create Contact, Create Deal, Create Meeting (Freshsales Suite app) | Yes, with an API key |
| monday.com | CRM and work boards | Create Item, Create Update | Yes, with an API token |
| Insightly | CRM | Create Record, Update Record | |
| Bitrix24 | CRM | Lead, Contact and Deal actions (Bitrix24 CRM app) | Yes, through its inbound webhook address |
| EngageBay | CRM | Create or Update Contact, Create Ticket (EngageBay Marketing app) | Yes, with an API key |
| Agile CRM | CRM | Create or Update Contact, Create Deal, Add Event | Yes, with your email and API key |
| Salesmate | CRM | Find or create a contact, Create Deal, Create Activity | Yes, with an access token |
| Nimble | CRM | Create Contact, Create Task | Yes, with an API key |
| Less Annoying CRM | CRM | Find or Create Contact, Create Pipeline Item, Create Contact Note | Yes, with an API key |
| Streak | CRM in Gmail | Find or Create Box, Add Contact to Box, Create Task | |
| Workbooks | CRM | Find or Create a Sales Lead, Create Person, Create Task | |
| Apptivo | CRM | Create Contact, through the Apptivo CRM Zapier app that Apptivo shares by invite | |
| GoHighLevel | CRM and marketing | Add/Update Contact, Add/Update Opportunity, Add Lead to Workflow (LeadConnector app). The chatbot can also book into a GoHighLevel calendar, set up by our team | Yes, with a private integration token |
| Jobber | Field service | Create Request, Find or Create Client, Create Job | |
| Housecall Pro | Field service | Create Customer | |
| ServiceTitan | Field service | Create Lead, Create Booking, Create Appointment | |
| QuickBooks Online | Accounting | Find or Create Customer, Create Estimate, Create Invoice | |
| Square | Payments and appointments | Create Customer, Create Appointment | Yes, with an access token |
| Slack | Team chat | Send Channel Message, Send Direct Message | Yes, through an incoming webhook address |
| Airtable | Database | Create Record, Create or Update Record | Yes, with a personal access token |
| Notion | Workspace | Create Data Source Item, Create Page | Yes, with an integration token |
| Trello | Project boards | Create Card, Add Label to Card |
The Zap actions are the names each tool's Zapier app used on Oct 28, 2026. These tools connect through the three routes above. Booking into a GoHighLevel calendar is set up by our team.