CRM Integration

Connect Orivela AI with your CRM system

Supported CRMs

  • HubSpot: Full integration with contacts, deals, and activities
  • Salesforce: Sync conversations, leads, and cases
  • Pipedrive: Automatic deal and contact creation

What Gets Synced

  • Customer contacts and information
  • Conversation history and transcripts
  • Leads and opportunities
  • Tasks and follow-ups
  • Notes and activity logs

Setup Process

  1. Obtain API credentials from your CRM
  2. Configure integration in Orivela AI settings
  3. Set up sync rules and field mappings
  4. Test with a few conversations
  5. Enable automatic syncing

Full CRM integration documentation will be available when Orivela AI launches. Join the waitlist to be notified.