AI CRM Integration Setup

Service Scope

AI CRM Integration Setup is a fixed-scope service for one existing AI tool, one existing CRM, and one supported connector-based integration.

Connect an existing AI process to your CRM so approved inquiry information and follow-up actions reach the right customer record.

Review the Integration and Existing Records

We agree on one integration journey, review the available native or standard connector, and define how a record is found or created. The existing CRM structure remains the foundation for the connection.

• 1 AI tool and 1 existing CRM
• 1 integration journey
• Connector and account-plan review
• Contact matching and duplicate-handling rules

Map Fields and Approved Actions

We map up to six approved fields and configure up to three supported CRM actions, such as creating or updating a contact, creating a task or opportunity, or notifying an existing owner. Actions use the selected connector’s available features.

• Up to 6 mapped fields
• Up to 3 supported CRM actions
• Approved destination fields
• Human approval before sensitive record changes

Prepare Failure Handling and Handoff

We configure one available failure-notification route and document how the administrator can inspect the connection. Testing covers the agreed record-matching and update rules.

• 1 exception notification route
• Available execution-log review
• Connection and field-mapping summary
• Administrator handoff

Testing and Quality Review

We review the delivered configuration or materials against the approved scope and representative examples.

• Up to 10 integration scenarios
• Valid, missing, duplicate, and failed-record cases
• Check mapped fields, approved actions, and notifications

What's Included

• 1 AI-to-CRM integration journey
• 1 existing AI tool and 1 existing CRM
• 1 supported native or standard connector
• Up to 6 mapped fields
• Up to 3 supported CRM actions
• Contact matching and duplicate-handling rules
• 1 exception notification route
• Up to 10 integration tests
• 1 handoff session of up to 60 minutes
• 1 consolidated correction round
• 14 calendar days of setup support

Client Requirements

Before work begins, the client must provide the information, access, and approvals required for the selected service.

• Final approved business information, source material, and required wording
• Permission to use the supplied material and appropriate access to the selected accounts
• A named business owner for approvals and consolidated feedback
• Administrator access to the existing AI tool and CRM
• Access to an eligible native or standard integration connector
• Approved field mapping and CRM action rules
• Representative test records and a named CRM owner

Delivery and Revisions

Standard delivery is 10–15 business days after all required content, access, account capabilities, and approvals are received. External account, carrier, or vendor approval delays are outside this delivery window.

One consolidated correction round is included. Corrections cover the approved role, sources, and quantities. New use cases, changed requirements, additional integrations, or replacement source material are separately scoped.

The package includes 14 calendar days of setup support after client acceptance for questions and minor corrections within the delivered scope. This support does not include continuous monitoring or new functionality.

Important Scope Boundaries

The following items are not included unless specifically stated:

• A new AI assistant or full CRM implementation
• Custom-coded connectors, custom objects, or large data migration
• Multiple CRMs, additional tools, or complex bidirectional synchronization
• Software subscriptions, AI model or API usage, hosting, telephony, and paid connector fees
• Additional languages, channels, sources, or work beyond the stated quantities
• Ongoing monitoring, maintenance, or content updates after the included support period

AI-generated answers, classifications, and extracted information may be incorrect. The client’s responsible team member reviews outputs and approves sensitive actions. This service does not promise error-free or fully autonomous operation.