Available Integrations
| Integration | Status | Description |
|---|---|---|
| Salesforce | Available | Sync contacts, log calls, update records |
| HubSpot | Coming Soon | CRM integration |
| Google Calendar | Coming Soon | Appointment scheduling |
| Google Sheets | Coming Soon | Data logging and retrieval |
Salesforce Integration
Setup
- Click Configure on the Salesforce card
- Authenticate with your Salesforce account
- Map fields between Atoms and Salesforce
- Enable the integration
What It Does
| Action | When |
|---|---|
| Lookup Contact | On call start, by phone number |
| Log Call | On call end, with transcript |
| Update Record | After call, with collected data |
In Conversational Flow
Integrations also appear in the node palette for Conversational Flow agents. Use them to:- Fetch CRM data mid-conversation
- Create records at specific flow points
- Update records based on conversation outcomes
Coming Soon
| Integration | Capability |
|---|---|
| HubSpot | Full CRM sync — contacts, deals, activities |
| Google Calendar | Check availability and book appointments |
| Google Sheets | Log data and retrieve from spreadsheets |