CRM
Connect a client's CRM so conversations and contacts stay in sync from one catalog
Connect a client's CRM and customer conversations, contacts, and orders stay in sync with their sales pipeline — all from the single Integrations catalog, no separate CRM page or field-mapping screen.
Connect
- Open Integrations and find the CRM under Add a CRM.
- Click Connect — a modal asks only for that CRM's credentials.
- Enter them and click Connect.
The CRM moves to My integrations as a read-only card showing its Account Information (e.g. API endpoint, connect date). Use the card's kebab menu to Edit credentials or Disconnect.
Credential fields
The modal collects authentication only — fields depend on the CRM.
| CRM | Fields the modal asks for | What it's for |
|---|---|---|
| KeyCRM | API key | Ukrainian CRM for sales and orders |
| NetHunt | Email + API key | Gmail-based CRM for contacts and deals |
| Odoo | Instance URL + Database + Login + Password | Open-source ERP/CRM |
| SalesDrive | API key + Domain (subdomain only) | Sales management platform |
| Bookon | API key | Booking and scheduling |
| SmartCRM | API key | CRM for small and medium businesses |
| Altegio | API key | CRM for service businesses (salons, clinics) |
Setup guides
Step-by-step guides — where to find the keys in each CRM, what the settings do, common errors, and how to disconnect.
Sitniks — the integration is in development. Leave your email and we'll let you know the moment it goes live.
How sync works
CRM integrations pair with assistant tools. Webhook-based tools call the CRM's API to look up or create contacts, log interactions, and trigger actions (bookings, deal-stage updates, workflows) mid-conversation.
Next
- Tools — call the CRM during conversations
- Knowledge — give the assistant CRM context
- Integrations — the full catalog