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Laguzzi accounting firmIntegration · CRM via API and webhooks
CRM integration: LIA adds AI to the system your team already uses
LIA integrates via API or webhooks with the CRM the company already uses. It adds what happens in chat channels (omnichannel inbox, lead qualification by purchase intent, alerts and reports by sales rep) and syncs it with that system, to the extent its capabilities and permissions allow. If the company has no CRM, LIA works as the CRM.
What LIA does with Your CRM (API and webhooks)
The team keeps its tools and LIA adds what happens in chat channels.
Sync with your CRM
Information from the connected channels syncs with the company's CRM: what LIA can query, what data it updates and what actions it runs is defined according to that system.
Via API or webhooks
Depending on what each CRM offers, LIA connects through its API or exchanges information through webhooks.
What LIA adds to the CRM
Omnichannel inbox, lead qualification by purchase intent, follow-up supervision, alerts and reports by sales rep.
Without a CRM, LIA is the CRM
If the company doesn't have one, it uses LIA as its AI CRM, with all modules included from day one.
How it connects
The scope is reviewed case by case with a LIA engineer.
Your CRM is reviewed
The LIA engineer reviews what the system's API allows and what permissions the company has.
What syncs is defined
What data goes back and forth, what actions LIA runs and what events are sent through webhooks.
It's connected and tested
During implementation, 1 to 2 weeks and no implementation fee.
- What syncs depends on the capabilities and permissions of each CRM.
How an existing CRM gets boosted with LIA: add AI to your CRM.
If you don't have a CRM yet: what is an AI CRM.
Other LIA integrations
They all end up in the same lead profile and the same reports by sales rep.
Corporate number through the official API and each sales rep's own number, in one inbox, with qualification, alerts and calls.
What LIA doesInstagram direct messages in the same inbox as WhatsApp, each one as a qualified lead.
What LIA doesFacebook page messages go into the inbox as leads, with an owner and alerts.
What LIA doesWeb chat
Your website chat handled 24/7 by the AI agent, which qualifies and routes to a sales rep.
What LIA doesEmail: Gmail, Outlook and IMAP
Lead emails from Gmail, Outlook or any IMAP mailbox go into the inbox and the lead profile.
What LIA doesMeta lead forms
Every Facebook and Instagram lead form goes into LIA as a lead, with its answers and an assigned sales rep.
What LIA doesPhone calls
Calls from LIA or through the company's phone system: in the lead's history, transcribed and summarized with AI.
What LIA doesGoogle Calendar
Each sales rep's calendar next to their leads: alerts before every meeting, meetings in the reports and meetings scheduled from LIA.
What LIA doesGoogle Meet
Meet meetings with a lead are transcribed and summarized on their profile, and add to their qualification.
What LIA doesFrequently asked questions
Does LIA integrate with my CRM?
LIA integrates via API or webhooks with the CRM the company already uses. The scope depends on that system's capabilities and permissions, and a LIA engineer reviews it during implementation.
Do I have to leave my CRM to use LIA?
No. LIA works alongside your current CRM and adds what happens in chat channels. If the company has no CRM, LIA works as the CRM.
What data gets synced?
It's defined during implementation according to the CRM: what information LIA can query, what data it can update and what actions it can run in the connected system.
We'll show you how it would work with your team
In a demo we set up your company's case and show you what the manager sees and what each sales rep does.
