{"product_id":"ai-crm-integration-setup","title":"AI CRM Integration Setup","description":"\u003ch3\u003e\u003cspan\u003eService Scope\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eAI CRM Integration Setup is a fixed-scope service for one existing AI tool, one existing CRM, and one supported connector-based integration.\u003c\/span\u003e\u003c\/p\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eConnect an existing AI process to your CRM so approved inquiry information and follow-up actions reach the right customer record.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eReview the Integration and Existing Records\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe 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.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e1 AI tool and 1 existing CRM\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 integration journey\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eConnector and account-plan review\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eContact matching and duplicate-handling rules\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eMap Fields and Approved Actions\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe 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.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUp to 6 mapped fields\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 3 supported CRM actions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApproved destination fields\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eHuman approval before sensitive record changes\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003ePrepare Failure Handling and Handoff\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe configure one available failure-notification route and document how the administrator can inspect the connection. Testing covers the agreed record-matching and update rules.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e1 exception notification route\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAvailable execution-log review\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eConnection and field-mapping summary\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdministrator handoff\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eTesting and Quality Review\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eWe review the delivered configuration or materials against the approved scope and representative examples.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eUp to 10 integration scenarios\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eValid, missing, duplicate, and failed-record cases\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCheck mapped fields, approved actions, and notifications\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eWhat's Included\u003c\/span\u003e\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003e1 AI-to-CRM integration journey\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 existing AI tool and 1 existing CRM\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 supported native or standard connector\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 6 mapped fields\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 3 supported CRM actions\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eContact matching and duplicate-handling rules\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 exception notification route\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eUp to 10 integration tests\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 handoff session of up to 60 minutes\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e1 consolidated correction round\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003e14 calendar days of setup support\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eClient Requirements\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eBefore work begins, the client must provide the information, access, and approvals required for the selected service.\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eFinal approved business information, source material, and required wording\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003ePermission to use the supplied material and appropriate access to the selected accounts\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eA named business owner for approvals and consolidated feedback\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdministrator access to the existing AI tool and CRM\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAccess to an eligible native or standard integration connector\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eApproved field mapping and CRM action rules\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eRepresentative test records and a named CRM owner\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003e\u003cspan\u003eDelivery and Revisions\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eStandard 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.\u003c\/span\u003e\u003c\/p\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eOne 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.\u003c\/span\u003e\u003c\/p\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe 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.\u003c\/span\u003e\u003c\/p\u003e\u003ch3\u003e\u003cspan\u003eImportant Scope Boundaries\u003c\/span\u003e\u003c\/h3\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eThe following items are not included unless specifically stated:\u003c\/span\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003e\u003cspan\u003eA new AI assistant or full CRM implementation\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eCustom-coded connectors, custom objects, or large data migration\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eMultiple CRMs, additional tools, or complex bidirectional synchronization\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eSoftware subscriptions, AI model or API usage, hosting, telephony, and paid connector fees\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eAdditional languages, channels, sources, or work beyond the stated quantities\u003c\/span\u003e\u003c\/li\u003e\n\u003cli\u003e\u003cspan\u003eOngoing monitoring, maintenance, or content updates after the included support period\u003c\/span\u003e\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp class=\"isSelectedEnd\"\u003e\u003cspan\u003eAI-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.\u003c\/span\u003e\u003c\/p\u003e","brand":"KizilCo","offers":[{"title":"Default Title","offer_id":54194965479707,"sku":"KC-AI-009","price":1999.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1033\/5436\/8283\/files\/Retrorobotlinkingcustomerrecords.png?v=1791729274","url":"https:\/\/www.kizilco.com\/products\/ai-crm-integration-setup","provider":"KizilCo","version":"1.0","type":"link"}