Integrations
Integrations That Work During The Call
The AI Agent looks up callers, books appointments and creates leads and tickets while the caller is still on the line, then logs the call, summary and recording afterward.
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Salesforce
HubSpot
Zoho CRM
Zoho Desk
Dynamics 365
CDK CRM
Google Calendar
Outlook Calendar
Zapier
Works with the tools your customers already run
- Salesforce
- HubSpot
- Zoho CRM
- Zoho Desk
- Dynamics 365
- CDK CRM
- Google Calendar
- Outlook Calendar
- Zapier
DealerOn
Microsoft Bookings
Calendly
Microsoft Entra
Atlassian
n8n
Make
Slack
Microsoft Teams
CRM & Help Desk
What Each Integration Does
| Integration | During the call | After the call |
|---|---|---|
| Salesforce | Find the caller across contacts, leads and accounts; create leads | Log calls with AI summary, transcript and recording links; log SMS and meetings |
| HubSpot | In-call tools through HubSpot’s hosted MCP server | Match contacts by phone; log calls, SMS and meetings with recording links |
| Zoho CRM | In-call tools through Zoho’s hosted MCP server | Log calls and SMS; create meetings with transcript notes |
| Zoho Desk | Look up contacts and create or check tickets through the Zoho MCP server | Create tickets and notes, log calls and SMS |
| Microsoft Dynamics 365 | Look up contacts and work with records during the call | Log phone call activities and create cases |
| CDK CRM (formerly eLead) | Identify callers and opportunities, book appointments, schedule follow-ups, capture vehicle interest, create leads | Log calls and SMS |
| DealerOn | Search vehicle inventory and text vehicle details | — |
Screen pop for agents at their desks is available through the Calldacity Chrome Extension.
Calendars
Book While The Caller Is On The Line
Google Calendar
Check availability and book, look up, reschedule or cancel appointments.
Outlook & Microsoft 365
Check availability and create events on Microsoft calendars.
Microsoft Bookings
Find services, staff and open times, and create appointments.
Calendly
Pick the event type, check availability, book, and text the caller a link or confirmation.
Any Booking Page
Text the caller a link to the booking page you already use.
On-Call Schedules
Route callers to the clinician on call from QGenda.
Automation, MCP & More
Reach Every System Your Customers Use
MCP Servers
Connect hosted MCP servers such as Zoho, HubSpot, Atlassian, n8n and Make, or your own. Set each tool to allow, ask the caller first, or off.
Zapier
Let the AI Agent run up to five Zapier actions during a call, or send post-call data to a Zap.
API Calls & Webhooks
Call your own APIs mid-call with stored credentials, and send call-end webhooks with the summary, transcript and recording links.
Notifications
Email, SMS, Slack and Microsoft Teams messages, during or after the call.
Knowledge Sources
Keep knowledge bases in sync with Confluence, Zoho Desk and websites.
Microsoft Entra
A native AI Agent integration for IT help desks: verify a caller and trigger a password reset by voice.
Zapier
Build A Zap In Minutes
Connect Calldacity to the other apps your customers use, with no code. Describe what you want to automate, or pick an app to connect.
Connect Your Customers’ Tools
Start a free 30-day partner trial. Pick your portal and services, and your install code is ready in about a minute.