Connect Your Entire Stack
Sync call data with your CRM automatically. Reach customers via WhatsApp. Build workflows that connect your AI agents to every tool you use.
Connect With Your Favorite Tools
Salesforce
CRM
HubSpot
CRM
Zoho CRM
CRM
Pipedrive
CRM
WhatsApp Business
Messaging
Slack
Messaging
Microsoft Teams
Messaging
Zapier
Automation
Make (Integromat)
Automation
Google Sheets
Data
Airtable
Data
Webhooks
Custom
Need a custom integration? Contact us about API access and custom connectors.
Why Integrations Transform Your Workflow
Unified Customer Data
Every call automatically syncs to your CRM. No manual data entry. Complete customer history accessible in one place for your entire team.
Automated Workflows
Trigger actions based on call outcomes: create tasks, send follow-ups, update deal stages, notify team members—all automatically.
Multi-Channel Reach
Extend AI conversations to WhatsApp. Reach customers on their preferred channel with the same intelligent AI agent.
CRM Integration Features
Automatic Call Logging
Every call is logged as an activity in your CRM with full transcript, duration, outcome, and sentiment analysis—no manual entry required.
Contact & Lead Creation
New callers automatically become contacts or leads in your CRM. The AI captures name, phone, email, and qualification details during the call.
Deal & Opportunity Updates
Based on call outcomes, deals automatically move through pipeline stages. Hot leads flagged for immediate follow-up by sales team.
Custom Field Mapping
Map conversation data to custom CRM fields. The AI can capture and populate any field you define based on call information.
Task & Follow-Up Creation
Create tasks for your team based on call outcomes. Schedule follow-ups, set reminders, assign to specific team members automatically.
Bi-Directional Sync
The AI accesses CRM data during calls to personalize conversations. "Hi John, I see you purchased our Pro plan last month..."
WhatsApp Business Integration
Reach Customers Where They Are
Extend your AI agent to WhatsApp. Handle customer inquiries, send notifications, qualify leads, and provide support—all through the world's most popular messaging app.
Two-Way Conversations: Customers message you, AI responds instantly 24/7
Proactive Outreach: Send appointment reminders, order updates, promotional offers
Rich Media: Send images, documents, location pins, and quick reply buttons
Unified Dashboard: Manage both calls and WhatsApp messages in one interface
Integration Use Cases
Sales Pipeline Automation
AI qualifies leads → Creates opportunity in CRM → Assigns to sales rep → Schedules follow-up task. Sales team focuses only on closing, not admin work.
Customer Support Ticketing
Customer calls with issue → AI troubleshoots and logs case → Creates support ticket if unresolved → Notifies team via Slack → Updates ticket with resolution.
Appointment Management
AI schedules appointments → Syncs to Google Calendar → Sends WhatsApp confirmation → Sends reminder 24h before → Updates CRM with attendance status.
Order Processing & Updates
Customer places order via call → Creates order in e-commerce system → Sends WhatsApp confirmation → Notifies warehouse via Slack → Updates on shipping status.
Need a Custom Integration?
Our REST API and webhooks let you integrate Novolytics.ai with any system. Build custom workflows, sync data in real-time, and automate your unique processes.
REST API
Full API access to manage calls, access transcripts, update configurations, and more.
Webhooks
Real-time events sent to your endpoints: call started, call ended, transfer initiated, etc.
Custom Actions
Define custom functions the AI can execute during calls: check inventory, process payments, etc.
Works Seamlessly With
Call Recording & Dashboard
All integrated data accessible in your central dashboard.
Learn More →Real-Time Notifications
Get instant alerts via Slack, Teams, or email for important events.
Learn More →Plug & Play Deployment
Quick setup with pre-built integrations—no coding required.
Learn More →Connect Your Entire Tech Stack
See how Novolytics.ai integrates with your existing tools. Book a demo to explore integration possibilities.