CRM Integration
Connect your AI agents to your CRM platform. Greet customers by name, read and write contact records, log every interaction, and trigger CRM workflows — all from within natural conversation on WhatsApp or your website.
Works with the CRM
you already use
Native integrations with leading CRM platforms — and REST API support for anything else.
Personalised Greetings
Your AI agent looks up the incoming customer in your CRM and greets them by name — creating an immediately personal experience.
Read & Write CRM Records
Pull customer data to inform responses and write new data back — updating contacts, logging notes, and creating activities without any manual work.
Automatic Interaction Logging
Every AI conversation is automatically summarised and logged against the correct CRM record. Complete audit trail. Zero manual effort.
Trigger CRM Workflows
Initiate CRM workflows, create deals, update pipeline stages, and assign tasks — all based on what happens in a conversation.
Intelligent Customer Lookup
Match customers by phone number, email, or other identifiers. Even handle cases where multiple contacts match — intelligently.
Sales & Pipeline Insights
Give your sales team an AI assistant that can query pipeline status, forecast data, and contact information — via WhatsApp or web.
Connect your CRM to conversational AI.
Talk to our team about integrating your CRM platform with UXFirst AI agents.