Integrations

CRM Integrations for Small Business Chatbot

Small Business Chatbot connects to every major CRM through API keys, OAuth, and webhook subscriptions. The point isn't just to dump leads into a system of record — it's to close the loop: chat and voice conversations push contacts and deals into your CRM, and any CRM event (stage change, custom field update, deal won, payment received) flows back to fire an AI follow-up campaign.

Pick the CRM you already use. The integration model is the same across all of them — we push records via REST or GraphQL, and we listen for outbound webhooks. The differences are auth (some use API tokens, others OAuth) and which plan tier exposes webhooks. The detail pages below call out the gotchas for each.

CRM

16 integrations
HubSpot logo
HubSpot
CRM

Push chat and voice leads into HubSpot contacts and deals, log transcripts, and use HubSpot workflows to fire AI follow-ups.

Connects via: Private App token or OAuth
Salesforce logo
Salesforce
CRM

Create Leads, Contacts, Opportunities, and Tasks from every conversation. Use Salesforce Flow to trigger AI follow-ups.

Connects via: OAuth via Connected App
Pipedrive logo
Pipedrive
CRM

Create Pipedrive deals and activities straight from the chat. Move stages and fire follow-ups on Pipedrive webhook events.

Connects via: API token + webhooks
Zoho CRM logo
Zoho CRM
CRM

Two-way contact sync, lead and deal creation across Zoho pipelines, and webhook-driven AI follow-ups.

Connects via: OAuth + REST API
Freshsales Suite logo
Freshsales Suite
CRM

Route new leads to Freshsales, log calls and chats, and let Freshsales workflows trigger AI follow-ups.

Connects via: API key (sent as Authorization: Token token=…)
monday Sales CRM logo
monday Sales CRM
CRM

Update monday boards and items with every interaction. Change status, owner, and dates programmatically.

Connects via: API token + webhooks
Insightly logo
Insightly
CRM

Turn conversations into Insightly Leads, Opportunities, Projects, and Tasks with transcripts attached.

Connects via: API key + webhooks
Bitrix24 logo
Bitrix24
CRM

Send leads, deals, and tasks to Bitrix24. Log call and chat transcripts to the right record.

Connects via: Inbound/outbound webhooks
EngageBay logo
EngageBay
CRM

Capture contacts from chat, launch email sequences, and open support tickets straight from conversations.

Connects via: API key + webhooks
Agile CRM logo
Agile CRM
CRM

Tag contacts based on chat intent, start email campaigns, and create helpdesk tickets automatically.

Connects via: API key + webhooks
Salesmate logo
Salesmate
CRM

Instant Salesmate deal creation, activity logging, and sequence enrollment based on conversation outcomes.

Connects via: Access Key + Secret Key + Session Key
Nimble logo
Nimble
CRM

Build rich contact profiles from conversations and keep tasks and follow-ups aligned automatically.

Connects via: OAuth / API key
Less Annoying CRM logo
Less Annoying CRM
CRM

Simple contact + pipeline updates. Native webhooks fire AI follow-ups when LACRM records change.

Connects via: UserCode + API token
Apptivo logo
Apptivo
CRM

Create Apptivo Leads, Opportunities, Tasks, and Cases across apps from your chatbot and voice agent.

Connects via: API key + webhooks
Workbooks logo
Workbooks
CRM

Create Workbooks Leads, Opportunities, and Cases. Attribute revenue back to the conversation that started it.

Connects via: API key + Process Engine webhooks
Streak logo
Streak
CRM

Built for Gmail. Create pipelines, boxes, and notes from chat outcomes and email follow-ups.

Connects via: API key + webhooks
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