Integrations overview
On this page
An agent that can only talk is a demo. An agent that can check your real calendar, find the caller in your CRM and raise an order is doing a job. Integrations are how it gets there.
What integrations are for
Connecting an app gives an agent two abilities during a live call: it can read — look up a customer, check availability, check stock — and it can write — create a lead, book an appointment, log a note, raise an order.
Every integration lists exactly what it can read and what it can write before you connect it. Nothing is hidden, and an agent can only do what the integration exposes.
Connecting an app on the Integrations page does not give any agent access to it. You then attach it to the specific agents that should use it. This is the single most common “why isn’t it working?” — see Giving an agent access.
The catalogue
All of these are at Integrations, grouped by category.
| App | Category | What an agent can do with it |
|---|---|---|
| Salesforce | CRM | Search contacts, run a SOQL query, create contacts, leads and follow-up tasks. |
| HubSpot | CRM | Search and read contacts and companies; create contacts, deals and notes. |
| Dynamics 365 | CRM | Look up contacts, create leads, raise sales orders. |
| Meta Lead Ads | Lead sources | Receive Facebook and Instagram lead forms for instant callback. |
| Google Calendar | Scheduling | Check free/busy, list events, book an appointment and invite the caller. |
| Outlook | Scheduling | Check availability, book meetings, send mail. |
| Gmail | Communication | Send follow-up email from the connected mailbox. |
| Slack | Communication | Post call notifications to a channel, list channels, look up users. |
| Google Sheets | Business systems | Read ranges, search rows, append call data, update a cell. |
| Zoho | Business systems | CRM lookups and records, plus stock checks and sales orders in Zoho Inventory. |
| WooCommerce | Business systems | Look up orders and products, place cash-on-delivery orders, update order status. |
| n8n | Business systems | Trigger any workflow you have built — during a call or after it. |
| Business Central | Business systems | Read member, account and loan data from the core ledger. |
CRM
The most common first integration, and the one that changes the economics fastest — every call writes itself into the system instead of relying on someone to type it up.
Reads contacts and companies. Writes contacts, deals and notes. The full walkthrough shows the pattern that applies to all four CRMs.
Contact search, SOQL queries against your org, and creating contacts, leads and tasks. Connect and attach like any other.
Contact lookup, lead creation and sales orders. Also the destination for Call IQ approved orders.
CRM contacts, leads and notes — plus Zoho Inventory stock checks and sales orders, which few voice platforms can do.
Let the agent look callers up for a week before you let it create records. You will see from transcripts whether it identifies people correctly, and a wrong lookup is harmless in a way that a hundred junk contacts in your CRM is not.
Scheduling and communication
Google Calendar and Outlook
The difference between an agent that “takes a message about booking” and one that books. Both can check real free/busy before offering a time, list events, and create a booking with the caller invited. Outlook can also send mail.
The critical instruction: check availability before offering any time. Without it the agent will happily invent a slot. The receptionist playbook covers the whole setup.
Gmail
Sends follow-up email from your connected mailbox — a quote, a confirmation, a link. It arrives from your real address, so replies come back to you normally.
Slack
Posts to a channel during or after a call. The best low-effort integration on this list: a #new-leads channel that fills up in real time makes the platform visible to your whole team without anyone opening Vociply.
Business systems
The universal adapter. If an app is not on this page, n8n almost certainly reaches it — and the agent can trigger a workflow mid-call and use the result.
Read ranges, search rows, append and update cells. The pragmatic choice when your “system of record” is a spreadsheet — which for a lot of businesses, it is.
Order status lookups, product lookups, cash-on-delivery orders placed on the call, and status updates. Connect with your store URL and API keys.
Read-only access to member, account and loan data over OData and SOAP. Built for SACCOs and microfinance self-service.
Signing in with Google authorises the API, not a particular spreadsheet — so after connecting you paste the link to the specific sheet. Vociply checks it can actually open it before saving, which is much better than finding out mid-call.
Choosing what to connect
Do not connect everything on day one. Work backwards from one sentence:
“For this call to be a success, the agent needs to know ___ and record ___.”
| If your agent needs to… | Connect |
|---|---|
| Book an appointment at a real free time | Google Calendar or Outlook |
| Know who is calling before it speaks | Your CRM |
| Make sure a lead is never lost | Your CRM, plus Slack for visibility |
| Tell a caller whether something is in stock | Zoho Inventory or WooCommerce |
| Answer “where is my order?” | WooCommerce, or n8n into your own system |
| Tell a member their balance | Business Central |
| Do something none of the above covers | n8n, or a webhook tool |
Integration questions
How many integrations can I connect?
Depends on your plan — some tiers include the full catalogue, others a subset. Billing shows what yours includes, and the Integrations page marks anything your plan does not cover.
Can two agents use the same connected app?
Yes. Connect once, attach to as many agents as you like. Each agent uses the same credentials but can be given different instructions about when to use them.
What if my software is not on the list?
Two routes. If it has an API, use n8n — no code, and it reaches hundreds of apps. If you would rather write the endpoint yourself, use a webhook tool.
Can the agent delete or overwrite things in my CRM?
No. The actions available are the ones listed for each integration — lookups, creates and notes. There is no delete action, and an agent cannot invent one.