CRM & Support Integrations
CRM and Support Integrations
Connect AIChatVault agents to CRM, booking, campaign and help-desk systems so captured customer context can move into controlled operational workflows.
Available integrations
- •Zoho CRM for captured leads, contacts, notes, follow-up tasks and optional deal workflows.
- •Zoho Desk for configurable support-ticket creation and supported two-way status updates.
- •Zoho Bookings for service, workspace and staff-based appointment workflows.
- •Zoho Campaigns for consent-aware contact subscriptions, field mapping and list routing.
- •Freshdesk for contacts, tickets, knowledge-base content, canned responses and supported two-way ticket updates.
Before you connect
- •Create or select the AIChatVault agent that will use the integration.
- •Sign in with an account that can approve the required provider permissions.
- •Decide which customer events should create or update records.
- •Confirm your privacy notice and consent flow cover the data you plan to send.
A safe rollout pattern
- •Connect the provider and run the built-in connection test.
- •Start with the narrowest trigger and minimum required fields.
- •Test with a non-production customer record or ticket.
- •Review logs and provider records before enabling broader automation.
Need more help? If the issue continues after these steps, contact AIChatVault support and include the agent, channel or integration involved and what you expected to happen.