Integrations
Integrations: connecting AI employees to your CRM and calendar
Neurobots AI employees answer phone calls, WhatsApp messages, emails and chats. So that the results don't pile up in yet another inbox, they are connected to the systems you already use: your CRM (HubSpot, Pipedrive, Salesforce, SAP or Microsoft Dynamics) and your calendar. After each conversation, the contact details, the request, any booked appointment and a summary are where your team already works.
Key facts
- CRM systems: HubSpot, Pipedrive, Salesforce, SAP and Microsoft Dynamics
- Calendars for appointment booking
- Set up by a certified partner as part of the roughly 14-day implementation
- There is no public API at present
Updated: October 2026
CRM systems you can connect
Each system has its own page covering typical use cases, how setup works and answers to common questions.
HubSpot
For teams that win customers through their website and content: calls and chats as contacts or leads in HubSpot.
Pipedrive
For small sales teams with a pipeline: requests reach Pipedrive even when everyone is out with customers.
Salesforce
For larger sales teams: first qualification by phone, handed over as a contact or lead in Salesforce.
SAP
For mid-sized companies on SAP: calls and messages handed over to your SAP CRM or SAP systems.
Microsoft Dynamics
For companies built on Microsoft software: sales and service requests as contacts or leads in Dynamics.
How the handover to your CRM works
The process is the same for every system, whether the request comes in by phone, WhatsApp, SMS, messenger, email or the chat on your website.
Handle the conversation
The assistant takes the request, answers questions using the knowledge you have provided and asks the qualifying questions you specify.
Book or hand over
If an appointment fits, it books it in the connected calendar. Urgent or sensitive matters are passed to a person according to your rules, either as a forwarded call or as a callback request.
Write the result to the CRM
Contact details, request, appointment and a conversation summary go to your CRM. Depending on setup, the assistant creates a contact or lead or updates an existing record.
Your team takes over
Your team finds the request in the CRM and continues with its usual workflow. Nobody has to type up notes.
Calendars for appointment booking
To book appointments, the assistant needs access to your calendar. It checks free slots, suggests suitable times and enters the chosen appointment. It also takes requests to reschedule or cancel. Which calendar you connect is decided with the partner during setup.
Setup and requirements
The connection is part of the implementation a certified partner carries out in about 14 days. You provide access to your CRM, for example an API key, and decide which requests the assistant handles and when a person takes over. Before launch, you check with test calls and test messages what the CRM entries look like.
Data protection
Neurobots processes conversation data under the GDPR on servers in Nuremberg, Germany, and a data processing agreement (DPA) is available. Established language models act as data processors, and conversation threads are not stored by the model providers. Data that has been passed to your CRM is governed by your contract with the CRM vendor.
More on the security and data protection page.
Phone, WhatsApp and pricing
AI phone assistant
What the assistant does on the phone: answers calls around the clock, books appointments, qualifies leads.
WhatsApp AI chatbot
How the AI employee replies to messages on WhatsApp Business and what you need for it.
Pricing
From €399 per month plus a one-time €1,299 setup fee (net). Telephony is billed separately.
Frequently asked questions about integrations
Which CRM systems can the AI employee be connected to?
HubSpot, Pipedrive, Salesforce, SAP and Microsoft Dynamics. For appointment booking, your calendar is connected as well.
What data ends up in the CRM?
The caller's or sender's contact details, their request, any booked appointment and a summary of the conversation. Depending on setup, the assistant creates a contact or lead or updates an existing record.
Who sets up the integration?
A certified Neurobots partner, as part of the implementation in about 14 days. The partner needs access to your CRM, for example an API key, and your rules for conversations and handovers.
My CRM is not on the list. What now?
Get in touch. Whether and how your system can be connected is something we clarify in a conversation. There is no public API for custom integrations at present.
HubSpot, Pipedrive, Salesforce, SAP and Microsoft Dynamics are trademarks of their respective owners. They are named only to describe the technical connection.
Which CRM does your team use?
Tell us which systems you work with. In a demo we show how the AI employee takes requests and hands them over to your CRM.