Connect the right account.
Connect your account in the dashboard’s integrations area and review the access it requests.
THE INFERCALL PRODUCT
Give your receptionist a way to move the enquiry forward. Explore supported booking, customer-context and business-information connections.
Explore the productINTEGRATIONS · YOUR BUSINESS DOESN’T LIVE IN ONE PLACE
Give the conversation a way to do something useful. Connect a supported calendar or customer system (CRM), choose the actions it can use, and keep control of the permissions.
Connect a supported calendar so the receptionist can create an appointment.
Calendly is different: it creates a scheduling link for the caller to finish booking. SuiteDash appointment requests need team confirmation and remain beta. Mindbody needs booking-enabled credentials; an API key alone is not enough.
Connect the tools you use.
Connect your account in the dashboard’s integrations area and review the access it requests.
Choose the business rules, appointment types and handover process. Google Calendar creates appointments. Calendly creates a scheduling link.
Check a representative enquiry and its outcome before connecting customer calls.
Create appointments in your Google Calendar during the conversation.
Choose the calendar, appointment types and booking times in setup.
Setup notes for Google CalendarCreate appointments in Square and look up customer information.
Appointment booking needs Square booking access and the relevant location and service settings.
Setup notes for SquareAccess Mindbody business and member information. Appointment creation needs booking-enabled credentials.
An API key alone is not enough to enable appointment creation. Contact us to confirm booking access for your account.
Setup notes for MindbodyCreate a scheduling link for the caller to complete their booking in Calendly.
A link is not a confirmed appointment. The caller completes the booking in Calendly.
Setup notes for CalendlyLook up contacts and save follow-up work or appointment requests as notes in SuiteDash.
Appointment requests need confirmation from your team. Infercall does not create a confirmed SuiteDash booking.
Setup notes for SuiteDashA beta connection for Vagaro business information. Contact us to confirm the supported setup for your account.
Self-service appointment booking is not currently supported. Do not rely on this connection for availability, booking changes or cancellations.
Setup notes for VagaroA beta connection for Boulevard business information. Contact us to confirm the supported setup for your account.
Self-service appointment booking is not currently supported. Do not rely on this connection for availability, booking changes or cancellations.
Setup notes for BoulevardSave caller details, leads and notes in a Google Sheet.
Choose the spreadsheet and map the information to the columns you want to use.
Setup notes for Google SheetsPrepare customer replies and follow-up emails for you to review and send from your business Gmail account.
Review customer replies before sending. This connection has sending access only; it does not read or search your Gmail inbox.
Setup notes for GmailLook up contacts and create follow-up tasks in HubSpot.
Access depends on the permissions granted to your HubSpot private app.
Setup notes for HubSpotLook up customers, create leads and log call outcomes in Salesforce.
Access follows the permissions of the Salesforce account you connect.
Setup notes for SalesforceLook up contacts and create leads in Zoho CRM.
Access follows the permissions of the Zoho CRM account you connect.
Setup notes for Zoho CRMLook up customers and payment history in Stripe.
Infercall's Stripe tools look up information; they do not take payments or issue refunds. The connection currently requests read and write permission from Stripe.
Setup notes for StripeCreate a job in ServiceM8 with the caller's details and the work they need.
Creating a job does not assign a technician or confirm their arrival time.
Setup notes for ServiceM8Create a job in Simpro with the customer information and work details collected in the conversation.
Creating a job does not schedule or dispatch a technician.
Setup notes for SimproPrepare a draft quote in Xero for your team to review.
Uses a Xero Custom Connection. Quotes remain drafts; this does not send a quote or collect payment.
Setup notes for XeroThe public-business-information beta is not currently available to set up.
No appointment access, client records, live availability, booking changes or cancellations.
Setup notes for FreshaNew Zapier connections are not currently available to set up in Infercall.
Do not create a new connection from this guide. Existing configurations are unchanged.
Setup notes for ZapierNew custom webhook connections are not currently available to set up in Infercall.
Do not create a new connection from this guide. Existing configurations are unchanged.
Setup notes for Custom WebhookFirst, show us your business. Then choose the connections and actions that fit the way you work.
Start with your website