Connect Your CRM

InsuranceGrokBot integrates with the tools you already use. Connect your CRM in minutes and let the bot handle lead engagement, appointment booking, and follow-ups automatically.

LeadConnector

Native Integration

Full native integration with Lead Connector. OAuth connect, calendar booking, two-way SMS, contact sync, and workflow automation.

Two-Way SMS
Calendar Booking
Free Slot Detection
Contact Sync
OAuth Connect

Salesforce

API Integration

Connect to Salesforce via OAuth 2.0. Full contact lifecycle with SOQL search, event booking, SMS via Twilio, and activity logging on the timeline.

Contact Search & Sync
Event Booking
SMS via Twilio
Activity Timeline Log
Auto Token Refresh

HubSpot

API Integration

Integrate with HubSpot CRM v3 API. Contact search with dedup, meeting creation with associations, SMS via Twilio with Communications timeline logging.

Contact Search & Dedup
Meeting Booking
SMS via Twilio
Communications Log
Contact Associations

Pipedrive

API Integration

Connect Pipedrive with your API token. Person management with search, auto-deal creation, activity scheduling, SMS via Twilio with note logging.

Person Search & Sync
Activity Scheduling
Auto Deal Creation
SMS via Twilio
Note Logging

Zoho CRM

API Integration

Integrate with Zoho CRM v8 API. Contact search, event scheduling with participants, native email sending, SMS via Twilio, and global data center support.

Contact Search & Sync
Event Scheduling
Native Email Sending
SMS via Twilio
Multi-DC Support

Zapier

Universal Webhook

Connect to 6,000+ apps through Zapier webhooks. Route booking data, contact info, and messages to any platform. Separate hooks for messages, bookings, and contacts.

6,000+ App Connections
Message Webhook Relay
Booking Webhook Relay
Contact Webhook Relay
Retry with Backoff

Insureio

Insurance CRM

Purpose-built for insurance agents. Create and fetch consumers via API, send SMS via Twilio, and route booking notifications through webhooks.

Lead Creation
Consumer Lookup
SMS via Twilio
Webhook Booking
Insurance Fields

How Integration Works

1
Choose Your CRM

Select your CRM from the dashboard settings. Already using LeadConnector? You're all set, it's the default.

2
Enter Credentials

Paste your API key, OAuth token, or webhook URL. Each CRM has its own setup guide with step-by-step instructions.

3
Bot Goes Live

The bot handles lead conversations, detects booking intent, and creates appointments directly in your CRM. No code required.

Ready to Connect?

Sign up and configure your CRM integration from the dashboard.

Get Started Free
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