Integrations
The Integrations module lets you connect external business tools (CRM, ticketing systems, etc.) to your agents. Once connected, available actions are automatically generated as tools that your agents can use during calls.
How It Works
Callem provides a built-in integration layer that supports:
- 200+ integrations across CRM, ticketing, and more
- OAuth authentication — connect your accounts via standard OAuth flows
- Zero data storage — credentials are never stored by Callem
- Unified API — all providers use the same normalized endpoints
Connecting an Integration
- Navigate to Build > Integrations
- Click Connect
- Browse the catalog — filter by category (CRM, Ticketing) or search by name
- Click on a provider (e.g. Salesforce, HubSpot, Zendesk)
- Complete the OAuth authentication flow
- The integration appears as “Connected” on your page
Available Providers
CRM
| Provider | Actions |
|---|
| Salesforce | Create/update contacts, create leads, create deals, add notes |
| HubSpot | Create/update contacts, create leads, create deals, add notes |
| Pipedrive | Create contacts, create deals |
| Zoho CRM | Create contacts, create leads |
| Microsoft Dynamics 365 | Create contacts, create leads |
| Attio, Close, Copper, Freshsales, ActiveCampaign | Various CRM actions |
Ticketing
| Provider | Actions |
|---|
| Zendesk | Create/update tickets, add comments |
| Freshdesk | Create/update tickets |
| Intercom | Create tickets, get conversation details |
Enabling Actions
Once connected, click Manage Actions to see all available actions for that provider. Toggle actions on/off:
- Enabling an action automatically creates an HTTP tool in Build > Tools pre-configured with the correct endpoint, authentication, and input parameters
- Disabling an action removes the generated tool
Generated tools appear alongside your custom tools in Build > Tools. You can assign them to agents just like any other tool.
Disconnecting
Click the Unplug icon on a connected integration to disconnect. This removes the connection and all auto-generated tools.
Disconnecting an integration removes all generated tools. Agents using those tools will no longer be able to call them.
Security
- Callem never stores your CRM/ticketing passwords — OAuth credentials are managed securely by the integration layer
- API calls are proxied through a zero-storage infrastructure
- The integration infrastructure is SOC 2 Type II, GDPR, HIPAA, and CCPA compliant
