CRM Integration Overview

CRM integration gives RevRag AI agents access to the customer data your sales and support teams already rely on - lead stage, product holdings, contact history, loan status, and more. This context allows agents to personalize every interaction without asking users to provide information you already have.

Supported CRM Platforms

RevRag AI has pre-built integrations for:

• Salesforce - full bidirectional sync of contact, lead, and opportunity objects
• LeadSquared - read access to lead and activity data, write access to activity logging
• HubSpot - contact and deal sync with real-time webhook support
• Custom CRM - any CRM with a REST API can be connected via the Custom Integration builder

What Data Is Synced

You control exactly which fields RevRag AI reads from your CRM. At minimum, RevRag AI needs a user identifier to match app users to CRM records. Beyond that, you can expose as many or as few fields as your use case requires - the agent will reference only the fields you explicitly allow.

Setting Up the Integration

Go to Settings → Integrations → CRM. Select your CRM platform, authenticate via OAuth or API key, and configure the field mapping. RevRag AI will test the connection and confirm that user records are resolving correctly before you go live.

Writing Back to the CRM

RevRag AI can write events back to your CRM automatically. Every agent interaction can be logged as a CRM activity, and specific agent actions (form completion, handoff, campaign response) can trigger CRM field updates. This keeps your CRM current without manual data entry.