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Integrations

Connect your agent to the tools you already use

A lead that sits inside a chat widget isn't a lead. Openline pushes contacts, transcripts, bookings and alerts into the systems your team already has open — and anything not on this list can be reached with a webhook.

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The path a lead takes

From conversation to follow-up, without anyone copying and pasting

01ConversationVisitor talks to the agent.
02Qualified leadDetails and requirement captured.
03CRMContact created with transcript.
04NotificationSlack, Teams or email alert.
05Follow-upRep calls a warm, briefed lead.
CRM

Leads land where your pipeline lives

Contacts are created or updated with the qualification answers mapped to your own fields, and the transcript attached as a note.

HubSpotContacts, deals, notes
SalesforceLeads, contacts, tasks
Zoho CRMLeads and modules
PipedrivePersons and deals

What gets sent

NameEmailPhone CompanyRequirementBudget TimelineLead categoryPage and source Full transcript

How it maps

Every captured field is mapped to a CRM property you choose, including custom fields. Duplicate contacts are matched on email or phone and updated rather than re-created, so your pipeline doesn't fill up with the same person three times.

Communication

Your team hears about it immediately

A qualified lead at 11pm is only useful if someone knows about it by 9am. Route alerts to wherever your team actually looks.

SlackChannel alerts
Microsoft TeamsChannel alerts
WhatsAppLead and booking messages
EmailInstant or daily digest
Alerts can be filtered — for example, only conversations the agent tagged as high intent, or only leads above a budget threshold — so the channel stays worth reading.
Calendar

Bookings go straight into a real diary

The agent checks availability, offers slots, confirms the booking and sends the invite — no "someone will contact you to arrange a time" limbo.

Google CalendarAvailability + invites
CalendlyScheduling links
OutlookAvailability + invites
Automation

Anything else, without an engineer

If a tool has a Zapier, Make or n8n connector, Openline can reach it — accounting systems, spreadsheets, ticketing tools, internal apps.

Zapier7,000+ apps
MakeVisual scenarios
n8nSelf-hosted workflows
Custom

Webhooks and API for everything else

Plenty of businesses run something in-house. Openline emits events you can consume directly, and exposes a REST API for conversations, leads and knowledge management.

  • conversation.started — a visitor opened a chat
  • lead.captured — contact details taken
  • lead.qualified — qualification questions answered
  • booking.created — a meeting or appointment confirmed
  • handoff.requested — the visitor asked for a human
  • question.unanswered — a gap in your knowledge base
Talk to us about the API
Example — lead.qualified 
{
  "event": "lead.qualified",
  "conversation_id": "cv_8f21a",
  "lead": {
    "name": "Priya Nair",
    "email": "priya@smilecare.in",
    "phone": "+91 98xxxxxx21",
    "requirement": "Implant pricing",
    "budget": "50k-1L",
    "timeline": "This month"
  },
  "category": "high_intent",
  "page": "/treatments/implants",
  "transcript_url": "https://app.openline.ai/c/8f21a"
}
Questions

Before you connect anything

No, for the listed integrations — you authorise the account, pick which fields map where, and you're done. Webhooks and the API are the only parts that assume someone technical.

Route it through Zapier, Make or n8n, or point a webhook at it. If enough customers ask for the same system, we build a direct integration — tell us which one you use.

Yes. You choose the trigger — every conversation, only ones where contact details were captured, or only ones that meet your qualification rules.

Email and Slack alerts are on every plan. CRM sync, calendar booking and automation platforms are included from the Business plan up. Custom API limits are an Enterprise conversation. See pricing for the detail.

Only what the integration needs — the fields you mapped, plus a transcript link if you enable it. You can turn off transcript sharing and send contact details alone. See security for how data is handled.

Your stack, plus one thing that talks to customers.

Connect the agent to your CRM in the trial and watch the first lead arrive with the conversation attached.

Get started See demo
Ask the agent