What do sales & crm apps post into a room’s chat?

Deals created, moved and won, new contacts and signed documents. Room owners and hosts choose the events, filters and style; every card can become a task or a question for the agent.

What can a sales & crm dashboard show?

Pipeline by stage, won revenue per month and deals per owner. The agent writes each chart from one read-only query, and you can join these apps with your rooms and other apps.

The AI project manager in any agentic room. A company owner, admin or creator who is also a room owner or host asks for the app, signs in on a guided card and presses Go live.

Integrations · Sales & CRM

Sales & CRM in your AI Office

Pipeline moves, won deals and signed documents arrive where sales and delivery plan together.

22 apps · Sales, partnerships and revenue operations

See all 22 apps

Sales & CRM room

Chat · 8 members · AI Project Manager

Threads

Arjun 9:41

Shipping the checkout work today 🚀

Calendly just now

Bookings· by samEnterprise pipeline

Northwind Traders · annual

Amount: $48,000
Stage: Closed won

@Ana kickoff

Open in CalendlyMake a taskAsk agent

Calendly just now

Deal movedEnterprise pipeline

Globex · pilot

Demo → Proposal

Open in CalendlyMake a taskAsk agent

In the room’s chat

Deals created, moved and won, new contacts and signed documents.

About Chat apps

On a live dashboard

Pipeline by stage, won revenue per month and deals per owner.

About AI dashboards

Post won Calendly deals into the sales roomPipeline by stage from CalendlyCalendly pipeline next to Stripe revenue

Tested setups

Ready to connect

CalendlyDashboardsChat FreshsalesDashboardsChat HubSpotDashboardsChat PipedriveDashboardsChat SalesforceDashboardsChat Zoho CRMDashboardsChat

Built by the agent

Written from each app’s docs

The agent reads the app’s official webhook and API docs, writes the setup and tests it. Your company keeps it for every room.

ActiveCampaignChat Apollo.ioChat AttioChat Capsule CRMChat CloseChat CopperChat DocuSignChat Dropbox SignChat GongChat InsightlyChat KeapChat OutreachChat PandaDocChat ProposifyChat QwilrChat SalesloftChat

Using another sales & crm app? Ask the agent for it by name. Any app with an API connects the same way.

How it connects

The agent connects it for you

01
Ask the agent
Name the app in any agentic room. The AI project manager starts from Qik’s tested setup, or reads the app’s official docs and writes one.
02
Sign in once
A guided sign-in card shows where to make the key and the smallest permission it needs. Keys are sealed in the vault; the agent never sees them.
03
Pick and test
Choose your own projects, boards or accounts from a list. The connection is tested on real data before anything is kept.
04
Go live
Dashboards draw their charts; chat apps stay a draft until a room owner or host presses Go live. Edit events and charts any time.

More integrations

Every team’s tools

Dev & DevOps29

Pull requests, pipelines, releases and deploys.

Monitoring & incidents20

Alerts, incidents and status changes.

Project & work27

Tasks, issues, updates and boards.

Support20

Tickets, conversations and satisfaction.

Payments & billing21

Payments, subscriptions, invoices and refunds.

Accounting10

Invoices, bills, expenses and cash.

All integrations

Questions

Sales & CRM integrations, answered

Calendly, Freshsales, HubSpot, Pipedrive, Salesforce, Zoho CRM, ActiveCampaign, Apollo.io, Attio, Capsule CRM, Close, Copper, DocuSign, Dropbox Sign, Gong, Insightly, Keap, Outreach, PandaDoc, Proposify, Qwilr, Salesloft: 22 apps, plus any other app with an API, which the agent sets up from its official docs.

Sales & CRM integrations

Bring sales & crm into your AI Office

Unlimited agentic rooms and AI project managers on every plan. Start free and ask the agent to connect your apps.