Introduction
AI agents become exponentially more valuable when integrated with your existing business tools. This guide covers integration patterns for CRM, calendar, payment, and communication platforms.
Common Integrations
CRM Integration
- HubSpot: Create contacts, update deals, log activities
- Salesforce: Sync leads, update opportunities, trigger workflows
- Pipedrive: Create deals, update stages, add notes
Calendar Integration
- Google Calendar: Check availability, book appointments
- Calendly: Schedule meetings, send confirmations
- Outlook Calendar: Manage appointments, send invites
Payment Integration
- Stripe: Process payments, handle refunds
- PayPal: Accept payments, manage subscriptions
Communication Integration
- Twilio: SMS and voice calls
- Slack: Notifications and team collaboration
- Email: Gmail, Outlook, SendGrid
Integration Patterns
1. Webhooks
Real-time notifications when events occur (e.g., new form submission, deal stage change).
2. APIs
Direct API calls for reading and writing data (e.g., create contact, update deal).
3. OAuth
Secure authentication for accessing user data (e.g., Gmail, Calendar).
Best Practices
- ✅ Use webhooks for real-time updates
- ✅ Implement retry logic for API calls
- ✅ Handle rate limits gracefully
- ✅ Secure API keys and credentials
- ✅ Test integrations thoroughly
Troubleshooting
- API Rate Limits: Implement exponential backoff
- Authentication Errors: Refresh OAuth tokens
- Data Sync Issues: Check field mappings
- Webhook Failures: Implement retry queue
Need help with integrations? Book a call with our integration team.