CRM and Support Integrations

Available integrations

• •Pipedrive for qualified leads, people, organizations, leads or deals, summary notes, follow-up activities, two-way deal status and a staff-only customer lookup.
• •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.

Live actions, not just post-conversation sync

Zoho CRM, Zoho Desk and Zoho Campaigns also let the AI agent take some of these actions live, mid-conversation — for example creating a CRM lead, opening a support ticket, or checking a contact's subscription status — rather than only as part of the sync described above. See each integration's own page for exactly which live actions are available and how they're gated.

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.