Run · CRM Integrations
Fits around the system you already run
Your agents are only as useful as the system they write into. We connect them to the CRM you already run, set one up if you do not have one, and make sure the jobs they book look exactly like the ones you book yourself.
- Direct two-way sync with the major platforms
- An Airtable operations layer underneath it
- We'll set a CRM up if you don't have one
- Or simplify the three overlapping tools you're paying for
Palo CX AI
Call answered & booked
Your CRM
Jobber · Housecall Pro
- → Recurring job written · customer created · quote attached
- ← You move it to 10am — the agent knows immediately
Airtable — every call, quote and outcome logged, booked or not
Your CRM stays the source of truth for jobs, always in sync and never double-booked. Airtable underneath logs every call and quote — including the ones that never booked.
What it handles
Everything your front desk would do, minus the front desk
Direct two-way sync
Jobber, Housecall Pro, ZenMaid, GoHighLevel, HubSpot and Google Calendar connect natively. Jobs written by the agent appear in your system, and changes you make there flow back to the agent.
Your CRM stays the source of truth
We do not ask you to run your business from our dashboard. Whatever you already open every morning remains the place your jobs and customers live.
An operations layer in Airtable
Underneath the CRM we run an Airtable base holding every call, chat, quote, booking, escalation and review request as a record. It is what your agents look things up in, and what your reporting is built from — a spreadsheet you can actually open, not a black box.
Starting from nothing
No CRM yet? We recommend one that fits how you actually work and configure it properly — customers, services, rate card, job types. If you would rather not take on another subscription yet, the Airtable base does the job on its own until you outgrow it.
Or simplifying what you have
Plenty of companies pay for three overlapping tools and use a fraction of each. Sometimes the most useful thing we do is move you onto something simpler and cheaper.
Clean customer records
Every call and chat updates the record — new customers created, existing ones matched by phone and address, and near-duplicates flagged rather than silently multiplied.
Live availability, never cached
Availability is read from your calendar at the moment of booking. Two conversations happening at once cannot sell the same Thursday slot twice.
In practice
What actually moves between the systems
The integration is unglamorous, and that is rather the point — you should never have to think about it once it is running.
- AgentCall answered · 3 bed / 2 bath recurring, Tuesdays fortnightly
- SystemJobber checked — no existing customer at this address, new record created
- SystemLive calendar read · Tuesday 9am confirmed free against crew capacity
- AgentSlot offered and accepted on the call
- SystemRecurring job written to Jobber · notes, access details and quote attached
- SystemAirtable record logged · source, quote, outcome and recording, ready for your report
- ClientYou move the job to 10am in Jobber the next day — the agent knows immediately
Getting it live
What setup actually involves
- 1
We audit what you're running
Which tools, which ones you actually use, and where your job data really lives. This is frequently the first time anyone has written it all down in one place.
- 2
We connect and map your fields
Your job types, service names, rate card and custom fields get mapped properly, so the agent writes records that look like the ones you write by hand.
- 3
We run test bookings end to end
Real jobs through the whole path, checked in your CRM. We deliberately try the awkward cases — existing customer, changed address, moved appointment.
- 4
We keep it working
APIs change and credentials expire. When they do, the failure alerts us rather than sitting quietly in a log, and fixing it is part of the service.
FAQ
Questions about this service
Also available
The rest of the front desk
Ready to stop missing calls?
See your own rate card quoted out loud on a live demo call. No contracts to sign, and nothing for your crews to learn.