A desk phone sending threads of light into five glowing tiles for contacts, calendar, messages, automation and settings, representing Talos Connect sending records to other apps
Feature

Every call and lead, in the CRM you already use.

Talos Connect sends new contacts, calls with their AI summary, booked appointments and new leads to your CRM, team chat or automation tool. Our team sets up the connection for you.

HubSpot, Salesforce and six more CRMsSlack alertsZapier, Make and n8nSet up by the Talos team
What does the Talos Connect CRM integration do?

The Talos Connect CRM integration sends records from Talos Connect to the CRM, team chat or automation tool a business already uses, automatically and one way. New and updated contacts are matched by email and then phone so nobody is duplicated. Calls arrive with their direction, length, outcome and AI summary, and booked appointments, new leads and missed-call alerts follow. The Talos team sets up and monitors each connection.

What you get

Twelve apps, connected for you

CRMs

HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho CRM, Close, monday.com sales CRM boards and Airtable.

Team chat

Slack: new-lead and missed-call alerts in the channel your team already watches.

Automation

Zapier, Make and n8n, which can forward records to thousands of other apps.

Contacts and leads

New or updated contacts are matched by email, then phone, so nobody is duplicated. New leads arrive as a note, lead or deal, depending on the app.

Calls with the AI summaryAI

Direction, length, outcome and the AI call summary, sent a few minutes after hang-up so the summary is ready.

Booked appointments

Appointments booked by your team or the AI receptionist are added to the contact in the other app.

What gets sent

One call, written up in your CRM.

Records travel one way, from Talos Connect to the other app. Nothing is imported from your CRM, so your team works the phones in Talos Connect and the CRM receives the history.

  • Each record is sent once per connection, so nothing is logged twice.
  • Automatic retries if the other app is down.
  • Daily health checks, with a plain-English fix for our team if a key expires or a field changes.
  • Keys stored encrypted and never shown again after setup.
AI
Sent to HubSpot
3 minutes after hang-up
contact matched by email -> Marcus Lee
call sent: inbound, 4 min 08 sec, outcome booked
AI summary: Marcus asked for an AC tune-up and booked Thursday at 2:30 PM. Prefers texts over calls.
appointment sent: Thu 2:30 PM, AC tune-up
How it works

From your app to running on its own

Tell us what you use

Name your CRM, chat or automation tool and what should be sent: contacts, calls, appointments, leads or missed-call alerts.

We connect it

Our team connects your account in that app, tests the connection and sends a test record to confirm it arrives.

Choose the detail level

Full detail with AI summaries, minimal detail with names, numbers and times, or alert-only messages for chat and automation apps.

It runs on its own

Records are sent automatically. Every connection is re-tested daily, and our team fixes anything that needs attention.

Questions, answered

Frequently asked questions

Which apps does Talos Connect connect to?

CRMs: HubSpot, Salesforce, GoHighLevel, Pipedrive, Zoho CRM, Close, monday.com (sales CRM boards) and Airtable. Team chat: Slack. Automation: Zapier, Make and n8n, which can forward records to thousands of other apps. If your tool is not on the list, ask us whether one of the automation apps can reach it.

Does it import contacts from my CRM?

No. Connections are one way: Talos Connect sends contacts, calls, appointments, leads and alerts to the other app and does not read or import records from it. Existing contacts can be brought into Talos Connect separately from a CSV export.

Can I set it up myself?

No. Each connection is set up for you by the Talos team. Tell us which app you use and what should be sent, and we connect it, test it and turn it on. If something changes later, such as an expired key, the daily health check flags it and we fix it.

Does it work with the AI receptionist?

Yes. Calls the AI receptionist answers are sent like any other call, with the AI summary, and so are the appointments it books and the leads it captures. Calls are sent a few minutes after they end so the summary is ready.

How does it work for medical, dental and veterinary practices?

The default detail level for healthcare clients is minimal: names, numbers and times, without call summaries or notes. Patient details go only to a vendor the practice has a signed BAA with, and Slack, Zapier, Make and n8n receive alert-only messages with no names or numbers unless the practice has a BAA with that vendor.

Does it connect to Google Calendar, Outlook or practice-management software?

Not today. Appointments are booked on the Talos Connect calendar and sent to your CRM as a record on the contact. There is no connection to Google Calendar, Outlook or Calendly, and EHR and practice-management integrations are on the roadmap.

Contact us

See it answer your phones.

Tell us a little about your business. We will set up a live demo with your own call flow, hours and services, and answer every question you have. No pressure and no obligation.

  • A reply within one business day from a person, not a bot.
  • A demo built around your industry, using your real scenarios.
  • Keep your existing numbers. We handle the porting.

Prefer to talk? Call (346) 330-3390.

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