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Integrate TalkPilot with your CRM system to sync call data, employee status, and customer records bidirectionally.

Integration patterns

1. Push: Post-call webhook

TalkPilot sends call data to your CRM after every completed call. Setup:
  1. Configure the webhook URL on the agent (Dashboard or API)
  2. Build a webhook receiver in your CRM or automation tool
Webhook receiver example (n8n / Make / Zapier):
  1. Create a webhook trigger
  2. Parse the incoming call data
  3. Create or update a CRM record with the call summary, transcript, and customer info
Express.js example:

2. Pull: API polling

Periodically fetch new calls and employee data from TalkPilot. Use case: Your CRM needs to display call history or doesn’t support webhooks.

3. Bidirectional: Full sync

Combine both patterns for a complete integration:

Employee status sync

Keep employee availability in sync between your HR system and TalkPilot:

Forwarding slot sync

Keep call routing rules in sync from your CRM or scheduling system:
For CRM integrations, create a dedicated API key with specific permissions: Scope the key to specific agents if the CRM only manages a subset of your agents.