> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thoughtly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Get started with Thoughtly integrations

> Connect Thoughtly to CRMs, scheduling tools, communication apps, and productivity platforms so your voice agents can read and write data across your stack.

export const NextSection = ({title, icon, href, description}) => <div>
		<br />
		<Card title={title} icon={icon} href={href} horizontal="true">
			{description}
		</Card>
	</div>;

export const IntegrationCard = ({name, domain, href, logoOverride}) => {
  const logoOverrides = {
    acuity: 'https://cdn.thoughtly.com/integrations/acuity_scheduling.svg',
    acuityscheduling: 'https://cdn.thoughtly.com/integrations/acuity_scheduling.svg',
    'cal.com': 'https://cdn.thoughtly.com/integrations/cal.com.svg',
    calcom: 'https://cdn.thoughtly.com/integrations/cal.com.svg',
    cal: 'https://cdn.thoughtly.com/integrations/cal.com.svg',
    'fence flow': 'https://cdn.thought.ly/integrations/fence-flow.png',
    fenceflow: 'https://cdn.thought.ly/integrations/fence-flow.png',
    gohighlevel: 'https://cdn.thought.ly/integrations/highlevel.png',
    highlevel: 'https://cdn.thought.ly/integrations/highlevel.png',
    hubspot: 'https://cdn.thought.ly/integrations/hubspot.png',
    keap: 'https://cdn.thoughtly.com/integrations/keap.svg',
    mindbody: 'https://cdn.thoughtly.com/integrations/mindbody.svg',
    pipedrive: 'https://cdn.thoughtly.com/integrations/pipedrive.svg',
    salesforce: 'https://cdn.thoughtly.com/integrations/salesforce.svg',
    slack: 'https://cdn.thoughtly.com/integrations/slack.svg',
    smartsheet: 'https://cdn.thoughtly.com/integrations/smartsheet.svg',
    trello: 'https://cdn.thoughtly.com/integrations/trello.svg',
    zendesk: 'https://cdn.thoughtly.com/integrations/zendesk.svg',
    zoho: 'https://cdn.thoughtly.com/integrations/zoho.svg',
    zoom: 'https://cdn.thoughtly.com/integrations/zoom.svg',
    gmail: 'https://cdn.thoughtly.com/integrations/google-mail.png'
  };
  const normalizeKey = value => (value || '').toString().trim().toLowerCase();
  const normalizeHost = value => {
    if (!value) {
      return '';
    }
    const cleaned = value.replace(/^https?:\/\//, '').replace(/^[^@]+@/, '');
    return cleaned.split(/[/?#]/)[0];
  };
  const getLogoSrc = ({name: logoName, domain: logoDomain, logoOverride}) => {
    if (logoOverride) {
      return logoOverride;
    }
    const nameKey = normalizeKey(logoName);
    const host = normalizeHost(logoDomain);
    const hostKey = normalizeKey(host);
    const hostBase = hostKey.split('.').slice(-2, -1)[0] || '';
    return logoOverrides[nameKey] || logoOverrides[nameKey.replace(/\s+/g, '')] || logoOverrides[hostKey] || logoOverrides[hostBase] || (logoDomain ? `https://logo.clearbit.com/${logoDomain}` : undefined);
  };
  return <Card horizontal="true" href={href}>
			<div style={{
    display: 'flex',
    justifyContent: 'center',
    alignItems: 'center'
  }}>
				<img src={getLogoSrc({
    name,
    domain,
    logoOverride
  })} className="w-8 rounded-md" />
				<div className="font-bold ml-3 text-lg">
					{name}
				</div>
			</div>
		</Card>;
};

<img src="https://mintcdn.com/thoughtly/IMlLl1BNF-EcmtPv/images/hero/integrations.png?fit=max&auto=format&n=IMlLl1BNF-EcmtPv&q=85&s=a24a78158876aa890e9c2333794ecac7" alt="Integrations" width="1488" height="578" data-path="images/hero/integrations.png" />

<Note>
  **Prerequisites**: Have admin access to both Thoughtly and your target integration. Review [Agent Actions](/agents/actions) first.
</Note>

Arm your agents with advanced automation capabilities to authenticate callers quickly and resolve customer service issues seamlessly. Thoughtly connects directly to your [CRM](/resources/glossary#crm), scheduling tools, SaaS platforms, and more, enabling your Voice Agent to act autonomously on your behalf.

After [building a Voice Agent](/agents/overview) using our drag-and-drop interface, you can connect it to your existing systems using either [Agent Actions](/agents/actions), our [API](/developers), or [Automations](/automations/getting-started)—no coding required.

## How Integrations Work

Thoughtly integrations work through three main methods:

1. **Agent Actions**: Add integration actions directly into your Voice Agent's conversation flow via [mid-call actions](/agents/actions)
2. **Automations**: Trigger actions before, during, or after calls using our automation builder
3. **API**: Use our REST API to build custom integrations for your specific needs

## Available Integration Categories

### CRMs

By connecting your CRM to Thoughtly, you can automate data entry, update customer records, and trigger workflows based on call outcomes. This allows your agents to focus on what they do best: providing exceptional customer service.

<CardGroup cols={2}>
  <IntegrationCard name="Salesforce" domain="salesforce.com" href="/integrations/crm/salesforce" />

  <IntegrationCard name="HubSpot" domain="hubspot.com" href="/integrations/crm/hubspot" />

  <IntegrationCard name="ZoHo" domain="zoho.com" href="/integrations/crm/zoho" />

  <IntegrationCard name="Attio" domain="attio.com" href="/integrations/crm/attio" />

  <IntegrationCard name="GoHighLevel" domain="gohighlevel.com" href="/integrations/crm/highlevel" />

  <IntegrationCard name="Keap" domain="keap.com" href="/integrations/crm/keap" />

  <IntegrationCard name="Pipedrive" domain="pipedrive.com" href="/integrations/crm/pipedrive" />
</CardGroup>

### Scheduling

By connecting your scheduling tool to Thoughtly, you can automate appointment booking, rescheduling, and cancellations. This allows your agents to focus on providing exceptional customer service, rather than managing calendars.

<CardGroup cols={2}>
  <IntegrationCard name="Calendly" domain="calendly.com" href="/integrations/scheduling/calendly" />

  <IntegrationCard name="Acuity Scheduling" domain="acuityscheduling.com" href="/integrations/scheduling/acuity" />

  <IntegrationCard name="Cal.com" domain="cal.com" href="/integrations/scheduling/cal-com" />

  <IntegrationCard name="Mindbody" domain="mindbodyonline.com" href="/integrations/scheduling/mindbody" />
</CardGroup>

### Communication

By connecting your communication tools to Thoughtly, you can automate call logging, update customer records, and trigger workflows based on call outcomes. This allows your agents to focus on providing exceptional customer service, rather than managing data.

<CardGroup cols={2}>
  <IntegrationCard name="Gmail" domain="gmail.com" href="/integrations/communication/gmail" />

  <IntegrationCard name="Slack" domain="slack.com" href="/integrations/communication/slack" />
</CardGroup>

### Ticketing

By connecting your ticketing system to Thoughtly, you can automate ticket creation, updates, and resolution. This allows your agents to focus on providing exceptional customer service, rather than managing tickets.

<CardGroup cols={2}>
  <IntegrationCard name="Zendesk" domain="zendesk.com" href="/integrations/ticketing/zendesk" />
</CardGroup>

### Productivity

By connecting your productivity tools to Thoughtly, you can automate data entry, update records, and trigger workflows based on call outcomes. This allows your agents to focus on providing exceptional customer service, rather than managing data.

<CardGroup cols={2}>
  <IntegrationCard name="Google Sheets" domain="google.com" href="/integrations/productivity/google-sheets" />

  <IntegrationCard name="Airtable" domain="airtable.com" href="/integrations/productivity/airtable" />

  <IntegrationCard name="Typeform" domain="typeform.com/?tf_medium=referral&tf_source=thoughtly&tf_campaign=thoughtly&utm_medium=referral&utm_source=thoughtly&utm_campaign=thoughtly_integration" href="/integrations/productivity/typeform" />

  <IntegrationCard name="Trello" domain="trello.com" href="/integrations/productivity/trello" />

  <IntegrationCard name="Smartsheet" domain="smartsheet.com" href="/integrations/productivity/smartsheet" />
</CardGroup>

### E-Commerce

By connecting your e-commerce platform to Thoughtly, you can automate order processing, update customer records, and trigger workflows based on call outcomes. This allows your agents to focus on providing exceptional customer service, rather than managing orders.

<CardGroup cols={2}>
  <IntegrationCard name="Shopify" domain="shopify.com" href="/integrations/e-commerce/shopify" />
</CardGroup>

### AI

By connecting your AI platform to Thoughtly, you can automate data entry, update records, and trigger workflows based on call outcomes. This allows your agents to focus on providing exceptional customer service, rather than managing data.

<CardGroup cols={2}>
  <IntegrationCard name="Thoughtly" domain="thoughtly.com" href="/integrations/ai/thoughtly" />
</CardGroup>

### Automation Platforms

By connecting your automation platform to Thoughtly, you can automate data entry, update records, and trigger workflows based on call outcomes. This allows your agents to focus on providing exceptional customer service, rather than managing data.

<CardGroup cols={2}>
  <IntegrationCard name="Zapier" domain="zapier.com" href="/integrations/automations/zapier" />

  <IntegrationCard name="Make" domain="make.com" href="/integrations/automations/make" />
</CardGroup>

## Prerequisites

Before starting integration setup:

* **Admin access** to both Thoughtly and the target integration platform
* **API credentials** or admin permissions for OAuth-based integrations
* **Clear use case** understanding for how the integration will be used
* **Testing plan** to verify integration functionality

## Universal Setup Process

All native integrations follow a similar setup pattern, though specific steps vary by vendor and authentication type.

<Frame caption="Integration setup process with three authentication paths">
  ```mermaid theme={null}
  flowchart TD
      Start([Start]) --> Step1[Step 1:<br/>Access Integrations]
      Step1 --> Step2[Step 2:<br/>Initiate Integration]
      Step2 --> Step3{Step 3:<br/>Choose Auth Type}
      
      Step3 -->|OAuth| OAuth[Authorize via<br/>vendor consent screen]
      Step3 -->|API Key| API[Enter API key<br/>from platform]
      Step3 -->|Credentials| Cred[Enter username<br/>and password]
      
      OAuth --> Step4[Step 4:<br/>Verify & Save]
      API --> Step4
      Cred --> Step4
      
      Step4 --> End([Ready to Use])
      
      classDef step1 fill:#6366f1,stroke:#4f46e5,color:#fff
      classDef step2 fill:#8b5cf6,stroke:#7c3aed,color:#fff
      classDef step3 fill:#ec4899,stroke:#db2777,color:#fff
      classDef step4 fill:#10b981,stroke:#059669,color:#fff
      
      class Step1 step1
      class Step2 step2
      class Step3,OAuth,API,Cred step3
      class Step4 step4
  ```
</Frame>

## Post-Setup Configuration

### Making Integrations Available

After successful connection, integrations become available in:

**Automations Interface**:

1. Navigate to **Tools → Automations** in the primary navigation
2. Create or edit automation workflow
3. Add actions using connected integrations
4. Configure integration-specific parameters
5. Select which connected account to use (if you have multiple accounts for the same integration)

**Agent Builder Interface**:

1. Open Agent Builder for target agent
2. Open a [Speak node](/agents/nodes#speak-node) and navigate to the Actions section
3. Add integration [actions](/agents/actions) to your agent workflow
4. Configure real-time integration behavior
5. Select which connected account to use from the Account tab (if you have multiple accounts for the same integration)

### Integration Usage Patterns

Integrations work in two distinct contexts, each serving different use cases:

| Automation Workflows         | Mid-call Actions              |
| ---------------------------- | ----------------------------- |
| Post-call CRM updates        | Real-time data lookup         |
| Appointment scheduling       | Live calendar checking        |
| Team notifications           | Instant team alerts           |
| Lead qualification processes | Dynamic information retrieval |

## Testing and Validation

### Initial Connection Testing

1. **Verify** connection status remains "Connected"
2. **Test** basic functionality through simple automation
3. **Check** data flow between systems
4. **Confirm** permissions work as expected

## Multiple Accounts

You can connect multiple accounts for the same integration. This is useful when:

* Different team members need to use their own credentials
* You manage multiple client accounts
* You need separate production and testing environments
* You work with multiple sub-accounts (e.g., GoHighLevel locations)

When you have multiple accounts connected:

1. Each account appears as a separate connection in your integrations list with a descriptive label
2. You can select which account to use when configuring actions in Automations or Agent Builder
3. The account selector appears in the **Account** tab when setting up integration actions
4. For integrations with many accounts, use the search feature to quickly find the right one

<Note>
  The system automatically remembers your account selection for each automation node or agent action. If you don't select a specific account, the system will use the first available account for that integration.
</Note>

## Common Setup Issues

### OAuth Connection Failures

**Symptoms**: Redirect errors, permission denied, or connection timeouts

**Solutions**:

* Verify admin permissions in target platform
* Check browser settings allow popups and redirects
* Clear browser cache and cookies
* Try different browser or incognito mode

### API Key Authentication Issues

**Symptoms**: Invalid key errors or connection refused

**Solutions**:

* Verify API key copied correctly (no extra spaces)
* Check API key permissions in source platform
* Ensure key hasn't expired or been revoked
* Confirm correct API endpoint if multiple environments

### Permission Scope Problems

**Symptoms**: Integration connects but specific features don't work

**Solutions**:

* Review granted permissions during OAuth flow
* Request additional scopes if needed
* Check platform-specific permission requirements
* Verify user roles in target system

## Troubleshooting

**Integration works in test but not production**

* Verify integration is connected (not in draft/test mode)
* Check that agent/automation is using the correct integration account (especially if you have multiple accounts)
* Review integration permissions for production vs test environments
* Test with [Call Me](/agents/testing#call-me-real-call) instead of Test Agent

**Wrong account being used**

* If you have multiple accounts for the same integration, verify you've selected the correct account in the Account tab
* Check that the selected account has the necessary permissions and data access
* Review which user email or location name is associated with each connected account
* For GoHighLevel, ensure you've selected the correct location/sub-account

**Data not syncing correctly**

* Verify field mappings are correct in integration configuration
* Check that required fields are populated in source data
* Review integration logs for error messages
* Ensure data formats match (dates, phone numbers, etc.)
* If using multiple accounts, confirm you're accessing data from the correct account

<Warning>
  **Common Mistake**: Not refreshing OAuth tokens when they expire. Most OAuth integrations require periodic re-authentication. If an integration stops working after weeks/months, try reconnecting it.
</Warning>

For additional help with integrations:

* Check the [Integration Troubleshooting](/integrations/troubleshooting) guide
* Review vendor-specific documentation for your integration
* Contact [support](/support/getting-help) with your Team ID

## See also

* [Integration Webhooks](/integrations/webhooks) - custom integration patterns
* [Agent Actions](/agents/actions) - using integrations mid-call
* [Automation Steps](/automations/actions) - integration steps in workflows
* [Troubleshooting](/integrations/troubleshooting) - common integration issues
* [Glossary: OAuth](/resources/glossary#oauth) - understanding authentication

<NextSection title="Webhooks" icon="webhook" href="/integrations/webhooks" description="Learn how to use webhooks with Thoughtly ->" />