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Overview

Build custom CRM integrations with telli’s powerful workflow engine or directly through the telli API. CRM integration with telli allows you to:
  • Fetch CRM data: Retrieve records from your CRM’s API and use the returned data in workflow conditions and actions
  • 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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Build a custom CRM integration

Use workflows to connect a CRM that exposes an HTTP API. An HTTP request block can fetch customer records, including results spread across multiple pages. Use returned fields in later steps, such as checking a lead’s current status before updating a telli contact. See Fetch CRM data with a custom integration for setup steps. To send data back, start with Call ended, add conditions based on call outcomes, and use an HTTP request block to create or update CRM records. Map contact fields, call summaries, and collected data to the request your CRM expects. See Workflows for setup steps. To send data from your CRM into telli, use the telli API to add contacts and schedule calls. You can also receive call outcomes through webhooks and handle CRM updates in your own application.

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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:
The contact_status_changed webhook is deprecated and will be removed on July 1, 2027.
Learn more: Webhooks

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Next Steps