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CRM Sync

Real-time bidirectional data flow between the AI receptionist and your CRM (ServiceTitan, Housecall Pro, Jobber, etc.).

Read ~1 min Definition + 2 lines of context.
Cluster crm integration See related terms below.
Updated 2026 Reviewed every quarter.
Definition

Real-time bidirectional data flow between the AI receptionist and your CRM (ServiceTitan, Housecall Pro, Jobber, etc.).

In context

Two flows: outbound (the AI writes captured leads, calls, summaries, and bookings into the CRM as new records) and inbound (the AI reads the CRM during a call to greet returning customers by name and surface their service history). Both run on webhooks and complete in under 2 seconds.

Now stop reading. Hear it answer your line.

Setup takes an afternoon. First booked call covers the month. Cancel any time.