Your CRM sends the lead
Point a CRM automation — or a Zapier or Make step — at the AI Phone developer API. Each new lead it sends is created in AI Phone and becomes available for AI follow-up.
Automation & Workflows
CRM Lead Intake for AI Calling
Send new leads from your CRM into AI Phone through the developer API so AI agents can call them automatically.
Key capabilities
New CRM leads sent in through the developer API
AI agent calls through Auto Campaigns
Lead lookup with GET /public/leads/{id}
Results out by CSV export or Google Sheets
Quick answer
AI Phone does not have native CRM integrations. Instead, any CRM that can call a webhook or send an HTTPS request — directly, or through Zapier or Make — can create leads in AI Phone with the developer API (POST /public/leads with an X-API-Key header). Auto Campaigns then has an AI agent call those leads during business hours, and results come back out through CSV export or Google Sheets.
Results come back out by export
AI Phone does not write back into your CRM. Export leads as CSV or send them to a connected Google Sheet, then import them into your CRM on your own schedule.
Integrations
Frequently asked questions
What is a CRM workflow in AI Phone?
It is a one-way flow from your CRM into AI Phone: your CRM's automation (or Zapier or Make) sends each new lead to the developer API, and Auto Campaigns can have an AI agent call it. There is no native CRM connector, and AI Phone does not listen for CRM events such as field or stage changes.
Which CRMs does AI Phone support for workflow triggers?
AI Phone has no native CRM integrations or CRM-event triggers. Any CRM that can send an HTTPS request with a custom header — directly, or through Zapier or Make — can create leads in AI Phone through the developer API.
Can AI Phone push call outcomes back to CRM deal and contact records?
No. AI Phone does not write call logs, recordings, summaries, or dispositions into external CRM records. Leads can be exported as CSV or sent to a connected Google Sheet, and your systems can read a lead back with GET /public/leads/{id}.
Can I trigger an AI agent call when a CRM deal stage changes?
Not directly — AI Phone does not watch your CRM. If your CRM can run a webhook action when a deal changes stage, that action can create a lead in AI Phone through the developer API, and Auto Campaigns can then have an AI agent call it during business hours.