Integration patterns
1. Push: Post-call webhook
TalkPilot sends call data to your CRM after every completed call. Setup:- Configure the webhook URL on the agent (Dashboard or API)
- Build a webhook receiver in your CRM or automation tool
- Create a webhook trigger
- Parse the incoming call data
- Create or update a CRM record with the call summary, transcript, and customer info
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:Recommended API key setup
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.
Related resources
- Webhooks Guide — Webhook setup and best practices
- Employees API — Employee CRUD operations
- Forwarding Slots API — Slot management with bulk replace
- Calls API — Read call records