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Overview

CRM integration with telli allows you to:
  • Sync contacts: Automatically add contacts from your CRM to telli for AI voice calls
  • Track call outcomes: Receive real-time updates about call results and analysis
  • Update CRM records: Automatically update contact status, notes, and fields based on call outcomes
  • Maintain data consistency: Keep your CRM and telli in sync using external_contact_id

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Integration Flow

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Key Integration Points

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Add Contacts in telli

Sync contacts from your CRM to telli so your AI agents can call them:
  • Single contact: Add one contact at a time via API
  • Batch import: Add up to 1,000 contacts in a single request
  • Automation platforms: Use Zapier, Make, or n8n for no-code integration
Learn more: Add contacts

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Schedule calls in telli

Schedule calls with the contacts you just added:
  • Single call: Schedule one call at a time via API
  • Batch scheduling: Schedule up to 1,000 calls in a single request
  • Automation platforms: Use Zapier, Make, or n8n for no-code integration
Learn more: Schedule calls

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Receive call data in your CRM

Get real-time updates about call outcomes to keep your CRM current:
  • Webhooks: Receive instant notifications when calls complete
  • Call analysis: Access transcripts, summaries, and automated insights
Possible events:
  • call_ended: Get complete call data when calls finish
  • contact_status_changed: Track contact progress through campaigns
Learn more: Receive call data

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Next Steps