Connected to your workdayA conversation here. A next step in your tools.
Connect scheduling, commerce, CRM and team alerts. See what each connection does and what you need before getting started.
15 connections
WhWhatsApp
Customers message you on WhatsApp; your AI agent and team reply.
Features & requirements
- Every WhatsApp chat becomes a conversation in the inbox
- Your AI agent answers from Knowledge, in the customer’s language
- Take over any chat and reply as a person; handoffs alert the team
- Photos and documents arrive as attachments; replies show read receipts
Before connecting- A Meta app with the WhatsApp product and a business phone number
- A permanent access token (system user) with whatsapp_business_messaging
- Replies are free-form for 24 hours after the customer’s last message (WhatsApp policy)
- Growth plan or above; provider setup required.
Facebook Messenger
Answer your Facebook Page’s messages with your AI agent and team.
Features & requirements
- Messages to your Page become conversations in the inbox
- Your AI agent replies instantly; teammates can take over any chat
- Names and photos come from the sender’s Messenger profile
- Images and files arrive as attachments
Before connecting- A Facebook Page you manage and a Meta app with Messenger
- A Page access token with pages_messaging
- Replies are allowed for 24 hours after the customer’s last message (Messenger policy)
- Growth plan or above; provider setup required.
Klaviyo
Send chat leads and meetings to Klaviyo to trigger your flows.
Features & requirements
- Creates or updates the Klaviyo profile when a visitor shares details
- Adds them to the list you choose
- Tracks “Chatrevia Lead Captured” and “Meeting Booked” events for flows
- Shows the profile, lists and email consent next to each conversation
Before connecting- A private API key with profiles, lists, events and accounts access
- Adding someone to a list doesn’t subscribe them to marketing email
- Growth plan or above; provider setup required.
Calendly
Visitors book a meeting with you without leaving the chat.
Features & requirements
- Shows real availability from your Calendly event type
- Books inside the Messenger, or hands off to a prefilled Calendly page
- Confirmations, cancellations and reschedules sync back automatically
- Meetings land on the lead’s profile and in Meetings
Before connecting- Booking inside the chat and automatic status updates need a paid Calendly plan (Standard or above)
- On the Free plan, visitors finish booking on your Calendly page
- Growth plan or above; provider setup required.
Cal.com
Let visitors find a time that works. Real availability, confirmed bookings.
Features & requirements
- Shows open slots for one Cal.com event type
- Books inside the Messenger after the visitor confirms
- Signed webhooks keep booking status up to date
Before connecting- A Cal.com API key and a numeric event type ID
- Growth plan or above; provider setup required.
Shopify
Order status in the Messenger, customer context in the inbox.
Features & requirements
- Visitors check an order themselves with their order number and email
- See the customer’s orders, spend and tracking next to every conversation
- Sync your catalog so the AI agent answers product and stock questions
- Product changes and app removal sync through signed webhooks
Before connecting- Store owner or staff with permission to install apps
- Read access to orders, customers and products
- Growth plan or above; provider setup required.
Zoho CRM
Create leads or contacts in Zoho CRM with the conversation attached.
Features & requirements
- Upserts a Lead or Contact by email when a visitor shares details
- Attaches the conversation summary and transcript as a note
- Shows the matching Zoho record, owner and status in the inbox
- Works with every Zoho data center (US, EU, IN, AU, JP, CA, SA, UK, CN)
Before connecting- A Zoho CRM user who can create leads, contacts and notes
- Growth plan or above; provider setup required.
HubSpot
Keep visitor-provided contact details connected to your CRM.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- A private app token with crm.objects.contacts.write
- Growth plan or above; provider setup required.
Salesforce
Sync consented contacts to Salesforce.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- An access token and your instance URL
- A unique External ID field named SenoritaId__c on Lead
- Growth plan or above; provider setup required.
Pipedrive
Sync consented contacts to Pipedrive.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- An API token with permission to write contacts
- Growth plan or above; provider setup required.
Attio
Sync consented contacts to Attio.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- An API token with permission to write contacts
- Growth plan or above; provider setup required.
Close
Sync consented contacts to Close.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- An API token with permission to write contacts
- Growth plan or above; provider setup required.
Folk
Sync consented contacts to Folk.
Features & requirements
- Creates or updates the contact when a visitor shares details with consent
- Runs from your lead routing rules in Automations
- Retries safely: a contact is never duplicated
Before connecting- An API token with permission to write contacts
- Growth plan or above; provider setup required.
Slack app (two-way)
Handoffs open a Slack thread. Reply there to chat with the visitor live.
Features & requirements
- Posts a thread when a visitor asks for a person
- Replies in the thread go straight to the visitor
- Escalates when nobody joins within your handoff SLA
Before connecting- A Slack app created from our manifest, invited to one channel
- Growth plan or above; provider setup required.
Slack
Give the team a heads-up when a lead is worth a conversation.
Features & requirements
- Posts qualified leads to a channel
- Alerts the channel when a visitor asks for a person
Before connecting- An incoming webhook URL
- Growth plan or above; provider setup required.
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