Integration Setup Prerequisites
Before integrating with your CRM, please review the checklist to ensure a smooth setup.
Required Accounts & Access
- Active SalesAi account
- Access to the correct SalesAi workspace
- Permission to manage workflows, agents, integrations, and webhooks
- Admin or Super Admin access to your CRM
- Permission to create/edit workflows or automations
- Permission to create integrations or private apps
- Access to contact properties/fields
- Access to API/webhook settings
- Active middleware account (Zapier, Make, n8n, etc.) if applicable
- Permission to create/edit automations
Zapier Requirements
- Zapier Professional Plan or higher recommended
- Access to Webhooks by Zapier
- Ability to create Multi-step Zaps
- Access to Filters and Paths
- Optional: AI / ChatGPT actions
API & Authentication Requirements
- API keys or OAuth authorization permissions
- Private app credentials if required
- Webhook configuration access
- Examples include HubSpot Private Apps, Salesforce Connected Apps, or Go High Level API keys
SalesAi Workflow Requirements
- SalesAi workflow must be ACTIVE
- Agent assigned to the workflow
- Phone number configured
- Workflow trigger strategy decided before testing
Information to Have Ready
- CRM name and edition/plan
- Middleware platform being used
- What data should flow INTO SalesAi
- What data should flow OUT of SalesAi
- Desired automation triggers
Phone Number Formatting Requirements
- Use E.164 formatting
- Correct example: +13175551234
- Avoid formats like (317) 555-1234
Recommended Best Practices
- Have test contacts ready
- Have a phone number available for testing
- Be prepared to screen share during troubleshooting
- Keep workflows ACTIVE during testing
- Test with your own contact record first
- Use separate workflows for different use cases when possible
Common Integration Components
- CRM Trigger → Middleware → SalesAi Webhook → SalesAi Workflow → AI Call → Post-Call Update
- Example: HubSpot → Zapier → SalesAi → HubSpot Updates
- Native integrations are also available for GoHighLevel and HubSpot Workflows in supported use cases.
Support
- Verify the Zap/workflow is ON
- Verify the SalesAi workflow is ACTIVE
- Review middleware task history/logs
- Review SalesAi Activity Logs
- Re-test webhook requests
- Support Email: support@salesai.com