Integrations
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      2. Integrations

      Integration Capabilities

      Integration capabilities are designed to simplify communication, eliminate manual outreach, and ensure timely and effective interactions. Click through the slides below to get started:

      Integration Capabilities

       

      Not a visual learner? No problem!
      Here’s a straightforward, step-by-step guide in text form:

      🔌 Integration Methods

      1. Zapier (Primary Method)

        • Connects with a wide range of CRMs and tools

        • Automates workflows between platforms

      2. Webhooks

        • Direct data exchange between SalesAi and other systems

        • Configurable by customer dev teams

      3. API Considerations

        • No public API due to security and demand concerns

        • Zapier and webhooks offer API-like flexibility

      🔄 Supported Data Transfers

      • Inbound to SalesAi: First Name, Last Name, Email, Phone (plus limited support for extra fields like address, company, etc.)

      • Outbound from SalesAi: All inbound data, plus call outcomes, transcripts, summaries, and engagement details

      • Not Supported: Real-time (asynchronous) external data pulls during live calls

      ⚙️ Integration Setup

      • Basic Setup: Push data into SalesAi, receive call/engagement data back into your CRM

      • Advanced Setup: Post data directly via webhooks; supports AI-powered data extraction via tools like OpenAI and Zapier AI

      🤝 Tool Compatibility

      • CRM/Automation Compatibility: Works with any tool that supports webhooks or Zapier

        • Common platforms: HubSpot, GoHighLevel, MuleSoft, Boomi

      • Native Integrations: Google Calendar & Outlook

      • Unsupported: Some niche CRMs (verify via Zapier App Directory)

      🔐 Security & Access

      • No public API currently due to risk of unauthorized access

      • Only supported SSO: Google Sign-In

      🛠️ Support & Resources

      • Step-by-step documentation for webhook setup

      • Integration support via setup calls

      • Custom/advanced integrations require internal dev resources

      • Troubleshooting via support ticket system.

       

      Third-Party Services Disclaimer
      Customer acknowledges that SalesAi, LLC (“Company”) may rely on or integrate third-party services, software, platforms, or infrastructure (“Third-Party Services”) not owned or controlled by Company. These may be governed by separate terms and conditions between Customer and the third-party provider.

      Company makes no warranties and assumes no liability regarding Third-Party Services, including their availability, reliability, security, or performance. Company does not guarantee Customer’s access to, approval for, or successful use of any Third-Party Services, even if referenced or facilitated by Company.

      Customer is solely responsible for reviewing and complying with any applicable third-party terms. Company is not liable for any loss, damage, or disruption arising from the use or failure of Third-Party Services. Customer assumes all risk and acknowledges that Company’s services may be impacted by the performance or availability of such services.
      All warranties, express or implied, are disclaimed to the fullest extent permitted by law.