Connect With Your Favorite Tools
PicoCrate integrates seamlessly with leading CRMs and scheduling tools. Sync calls, contacts, and appointments automatically.
Why CRM Integration Matters
When your AI voice agent integrates with your CRM, every call automatically creates or updates contacts, logs activities, and triggers workflows. No more manual data entry, no missed follow-ups, and complete visibility into every customer interaction. This turns your phone system into a powerful lead capture and customer service engine.
Recommended Integration
Our most popular and deeply integrated CRM connection
CRM Integrations
Connect your AI voice agent to your customer relationship management system
Salesforce CRM
crm Integration
Integrate PicoCrate AI voice agents with Salesforce. Sync leads, log activities, update opportunities, and trigger flows automatically.
HubSpot CRM
crm Integration
Connect PicoCrate AI voice agents with HubSpot. Create contacts, log calls, enroll in sequences, and update deals automatically.
Zoho CRM
crm Integration
Integrate PicoCrate AI voice agents with Zoho CRM. Sync leads, log calls, update deals, and trigger workflows automatically.
Scheduling Integrations
Let callers book appointments that sync directly to your calendar
Benefits of CRM Integration
Why connecting your AI voice agent to your CRM transforms your business
Zero Data Entry
Every call automatically creates or updates CRM records. No manual logging, no missed details.
Real-Time Updates
Data syncs instantly. Your CRM reflects the latest customer interactions within seconds.
Workflow Automation
Trigger CRM workflows based on call outcomes—lead assignments, follow-ups, notifications.
Complete Customer View
All phone interactions logged in customer timelines. Full context for every conversation.
Appointment Sync
Appointments booked by AI appear instantly in your calendar and CRM records.
Better Analytics
Measure call performance, conversion rates, and ROI using your CRM's reporting tools.
Integration FAQs
Common questions about connecting PicoCrate to your tools
GoHighLevel is our primary recommended CRM for AI voice agents due to its all-in-one nature and deep integration capabilities. However, we support all major CRMs including Salesforce, HubSpot, and Zoho. The best choice depends on your existing tech stack and business needs.
Yes, you can connect multiple integrations simultaneously. For example, you might use GoHighLevel for lead management and Calendly for scheduling. Call data can sync to multiple platforms based on your configuration.
Most integrations take 10-20 minutes to set up. The process involves authenticating your account, mapping data fields, and configuring triggers. Our team can assist with complex configurations.
Yes, all integrations use secure OAuth authentication and encrypted data transfer. We never store CRM credentials, and you can revoke access at any time. For healthcare, our integrations maintain HIPAA compliance.
We can build custom integrations for CRMs not listed here. We also support Zapier and Make (Integromat) for connecting to thousands of additional apps. Contact us to discuss your specific integration needs.
Basic CRM integrations are included in all plans. Some advanced features like multi-CRM sync or custom integrations may require the Professional or Enterprise plan. Check our pricing page for details.
Ready to Connect Your CRM?
See how PicoCrate integrates with your existing tools. Get a free demo and we'll show you exactly how calls flow into your CRM.