Integration

This guide will help you set up and manage CRM integrations within Ordibl, allowing your AI agents to make outbound calls to contacts from your existing CRM platforms.

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Benefits of CRM Integration

• Sync your existing customer data with Ordibl
• Enable AI agents to make outbound calls to your CRM contacts
• Maintain consistent customer records across systems
• Leverage customer insights for more effective conversations
• Automate follow-ups and engagement

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Available CRM Integrations

Ordibl currently supports the following CRM platforms:

• Zoho CRM - A flexible CRM that brings together sales, marketing, and support in one platform
• Hubspot - Inbound-focused tools for marketing, sales, and service to nurture customer relationships
• Microsoft 365 - CRM capabilities with familiar productivity apps for streamlined collaboration
• Pipedrive - Sales-focused CRM that visualizes your pipeline, helping close deals more efficiently
• Zendesk - A customer support platform for managing tickets, interactions, and self-service channels
• Salesforce - (Coming Soon) A leading cloud-based CRM suite for sales, service, and marketing

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Access the CRM Integration Page

• Log in to your Ordibl dashboard
• Navigate to “Integrations” in the left sidebar
• Browse the available CRM providers
• Identify your current CRM system
• Click the “Connect” button beside your chosen provider

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Authentication

• You’ll be redirected to your CRM’s authentication page
• Enter your CRM login credentials
• Approve the requested permissions for Ordibl
• Wait for the connection to be established

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Configure Data Syncing

• Select which contact lists to import
• Choose which contact fields to sync (name, phone, email, etc.)
• Set up sync frequency (manual, daily, hourly)
• Configure contact filters if needed

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Additional Configuration

• Assign AI agents to your imported contact lists
• Make sure the AI Agent you selected is configured for Outboud calls

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Test Your Integration

1. Import a small test group of contacts
2. Schedule a test call campaign
3. Monitor call quality and outcomes
4. Make adjustments as needed

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Troubleshooting Connection Issues

1. Verify your CRM credentials are current
2. Check that API access is enabled in your CRM settings
3. Ensure proper permissions are granted to Ordibl
4. Contact support if connection problems persist

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Best Practices

• Regularly audit your contact lists for accuracy
• Segment contacts for more targeted outreach
• Create specific conversation flows for different customer segments
• Set appropriate calling hours to respect customer preferences
• Review call recordings to continuously improve agent performance
• Maintain GDPR/CCPA compliance with proper consent management

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Coming Soon

Additional CRM integrations are being developed, including:

• Salesforce (as shown in the image)
• More specialized industry-specific CRM solutions
• Enhanced data syncing capabilities
• Advanced campaign management features

By connecting your CRM to Ordibl, you can leverage your existing customer data to power intelligent outbound calling campaigns, creating seamless customer experiences while maintaining data consistency across all your business systems.