---
url: 'https://docs.mychatbot.app/integrations/overview.md'
description: >-
  MyChatBot integrates with popular CRM systems, schedulers, and other business
  tools. Connecting one lets your AI sales assistant work directly with the
  software you already use…
---

# Integrations overview

MyChatBot integrates with popular CRM systems, schedulers, and other business tools. Connecting one lets your AI sales assistant work directly with the software you already use — so it can look up a customer, create a lead, book an appointment, update an order, and keep your funnel statuses in sync, all inside a normal conversation.

## Use cases

* Write every qualified chat into your CRM as a **lead or deal**, with exactly the fields you tick.
* Keep lead **funnel statuses** aligned between MyChatBot and the CRM with one **Sync statuses** click.
* Let the assistant **book, check, and cancel appointments** (Altegio, Wlaunch, Google Calendar, or the native Calendar).
* Record confirmed purchases as **orders** (KeyCRM, SalesDrive, native Orders) or as rows in a sheet (**Spreadsheet Orders**).
* Bolt on any extra ability through a [Custom MCP](/integrations/custom-mcp) server, and have the platform send it finished sessions or client replies.

## At a glance

| You need | Where | Result |
|---|---|---|
| A supported CRM, scheduler, or business tool | Your existing business software | A system the assistant can read from and write to |
| The right assistant selected | **Integrations** page → dropdown in the header ([app.mychatbot.app/integration](https://app.mychatbot.app/integration)) | The title reads **Integrations for \<agent>** — everything below applies to that assistant |
| That tool connected for the assistant | Pick it under **Available Integrations**, authenticate, **Submit** | The tool's card shows a **Connected** chip for that assistant |

::: tip Pick your tool
Each supported integration has its own setup page with step-by-step screenshots. Start from the specific tool you use — see [Supported integrations](#supported-integrations) below.
:::

![The Integrations page — available integrations grouped by category, each with a Connect button](/screenshots/integrations.png)

## Where to set them up

::: tip In the app
Everything on this page happens under **Integrations** in the left sidebar → [app.mychatbot.app/integration](https://app.mychatbot.app/integration). The page lists every tool under **Available Integrations**, grouped into five categories: **Order Management**, **CRM Systems**, **Hotel Management**, **Productivity & Scheduling**, and **MCP Providers**.
:::

::: warning Integrations are configured per assistant
The dropdown in the page header picks which assistant you're configuring — the title changes to **Integrations for \<agent>**. Status chips, credential forms, and every setting on the page apply to **that assistant only**. Connecting a CRM for one assistant does nothing for your other assistants: switch assistants in the dropdown and connect again, or reuse the existing connection (see [Reuse a connection for another assistant](#reuse-a-connection-for-another-assistant)).
:::

You can deep-link straight to a tool with the `integration` URL parameter — for example [app.mychatbot.app/integration?integration=KeyCRM](https://app.mychatbot.app/integration?integration=KeyCRM). The selected assistant is kept in the URL as well, so a link can preselect both the assistant and the tool.

## How connecting works

Connecting is the same shape for every tool, with the tool deciding how you authenticate:

1. **Open Integrations** → [app.mychatbot.app/integration](https://app.mychatbot.app/integration).
2. **Pick the assistant** in the header dropdown. Until you do, the settings panel reads **Select assistant to connect**.
3. **Pick a tool** from **Available Integrations** (the panel prompts **Select integration to connect**).
4. **Authenticate.** Depending on the tool this is either a one-click **Connect** (OAuth — you approve access on the provider's own login screen) or a short form titled **Create new "\<tool>" integration** (fields like **API Key**, **Domain**, **Client ID / Client Secret**, or **Username / Password**). The tool's own setup page tells you exactly which values to paste and where to find them.
5. **Submit.** The **Submit** button stays disabled until every required field is filled. Once saved, the tool's card in the list shows a **Connected** chip for this assistant.

Submitting the form (or choosing an existing connection) is what attaches the tool to the selected assistant. The **Connect agent to this integration** switch at the top of the settings panel shows that attachment — flip it **off** to detach the assistant from the tool. (It only works as an off-switch: while the tool isn't connected, the switch is inactive.)

::: warning One CRM — and one scheduler — per assistant
An assistant can have only **one CRM system** connected at a time: as soon as one tool in the **CRM Systems** category shows **Connected**, the others in that category gray out until you disconnect it. The scheduling tools **Altegio**, **Wlaunch**, and **Google Calendar** are mutually exclusive in the same way — connecting one disables the other two for that assistant.
:::

## Card statuses

Every card under **Available Integrations** carries a status chip:

| Chip | Meaning |
|---|---|
| **Connected** | Connected for the currently selected assistant |
| **Connect** | Available on your plan — select the card to set it up |
| **PRO** | Needs a higher plan (shown on the Standard plan or with no active plan) |
| **Standard** | Included in the Standard plan (only **Spreadsheet Orders**) |
| **Coming soon** | Listed but not selectable yet |

::: tip Plan availability
On the **Standard** plan (or with no active plan) only **Spreadsheet Orders** can be connected — every other tool shows **PRO** and can't be selected until you upgrade. Tools that are already **Connected** keep working.
:::

## Reuse a connection for another assistant

Because integrations are scoped per assistant, the page saves you from re-entering credentials. If another assistant already has the selected tool connected, a panel titled **You can choose from established connection** appears:

1. Open **Select Existing Connection** and pick a connection — options are labeled with the names of the assistants using it.
2. Click **Choose this integration**.

MyChatBot creates a **copy** of that connection for the current assistant and shows a notice: *"This \<tool> integration was copied from an existing connection used by \<agents>."* Each assistant keeps its own copy, so field selections, pipeline, and sync settings can differ per assistant. To copy from a different source later, switch off **Connect agent to this integration** first — then pick another existing connection or create a new one.

## Supported integrations

Each of these has a dedicated, screenshot-driven setup page:

| Integration | What it's for | Setup page |
|---|---|---|
| HubSpot | CRM — contacts, deals, lead capture | [HubSpot](/integrations/hubspot) |
| Salesforce | CRM — enterprise sales pipeline | [Salesforce](/integrations/salesforce) |
| Zoho | CRM — leads and contacts | [Zoho](/integrations/zoho) |
| Bitrix24 | CRM + funnel/pipeline sync | [Bitrix24](/integrations/bitrix24) |
| Kommo | CRM — messaging-first pipeline | [Kommo](/integrations/kommo) |
| KeyCRM | eCommerce order & CRM automation | [KeyCRM](/integrations/keycrm) |
| SalesDrive | CRM — orders and leads | [SalesDrive](/integrations/salesdrive) |
| GoHighLevel | CRM + marketing automation | [GoHighLevel](/integrations/gohighlevel) |
| Altegio | Appointment scheduling / bookings | [Altegio](/integrations/altegio) |
| Google Calendar | Scheduling — read and create events | [Google Calendar](/integrations/google-calendar) |
| Spreadsheet Orders (Google Spreadsheet) | Read/write orders and data in a sheet | [Google Spreadsheet](/integrations/google-spreadsheet) |
| Task Manager | Create and track internal tasks | [Task Manager](/integrations/task-manager) |

### Also on the page (no dedicated guide yet)

These tools appear on the same Integrations page and follow the same connect flow — the form tells you exactly what to paste:

| Integration | Category | What you enter |
|---|---|---|
| Orders (native) | Order Management | Nothing to authenticate — see [Orders](/sales/orders) |
| Calendar (native) | Productivity & Scheduling | Nothing to authenticate — see [Calendar](/sales/calendar) |
| Servio HMS | Hotel Management | **API Key**, **Service URL** — plus options: **Read prices from Servio**, **Hotel ID**, **Max additional places**, **Enforce minimum stay** |
| EasyMS | Hotel Management | **Username**, **Password**, **Organization ID** |
| Sitniks | CRM Systems | **API Key** — adds a **Sitniks Products** catalog-indexing panel once connected |
| Monday | CRM Systems | **API Key** |
| NetHunt | CRM Systems | **API Key**, **Username**; optional **Leads Folder** / **Deals Folder** (names are case-sensitive and must match NetHunt exactly) |
| OneBox CRM | CRM Systems | **OneBox CRM domain**, **login**, **Rest API Password** |
| Odoo | CRM Systems | **API Key**, **Domain**, **Username** |
| Wlaunch | Productivity & Scheduling | **API Key** |
| Custom MCP | MCP Providers | **MCP Name**, **MCP URL**, optional **Custom Headers** — then tick the tools and **Save Changes**; see [Custom MCP](/integrations/custom-mcp) |

::: tip Don't see your tool?
More CRMs and business apps are available as **agent connectors** (see below), and you can wire up anything else with a [Custom connector](/agents/custom-connectors) or a **Custom MCP** server.
:::

## Choose what the assistant can fill

For most CRM systems, an **Entities & Data Fields Configuration** panel appears after connecting — *"Select the entities and their fields you want the assistant to fill"*:

* Turn on **Use Leads** / **Use Deals** (or **Use Entities**, depending on the CRM) to decide what the assistant may create and update.
* Tick the fields per entity — grouped into **Standard fields**, **Most used custom fields**, and **Other custom fields**.
* Where the CRM has pipelines, pick where new records land (**Select Leads Pipeline** / **Select Deals Pipeline**).
* Under **Phone Lead/Deal/Entity Settings**, require a phone number before the assistant writes a record (**Lead Phone Required**, **Deal Phone Required**, **Entity Phone Required**).
* Click **Apply fields** to save.

The panel isn't shown for tools that don't map fields this way — Servio HMS, EasyMS, Altegio, Wlaunch, Task Manager, Custom MCP, and the native **Orders** / **Calendar** tools have their own settings instead, and the OAuth tools (Spreadsheet Orders, Google Calendar) don't use it either.

## Keeping your funnel in sync

Once a CRM with pipelines is connected, a **Funnel Status Sync** panel — *"Sync funnel statuses to keep your CRM data up to date"* — appears at the top of the tool's settings:

* Click **Sync statuses** to pull the CRM's funnel/pipeline statuses so the assistant can move a lead through the right stages. Wait for the confirmation *"Synchronization of statuses has been completed successfully!"*
* As the panel notes, *"Statuses will be synced to the agent's assigned pipeline."* — each assistant syncs to its own pipeline, so run it for every assistant that uses the CRM.
* Re-run it whenever you change pipelines or stages in the CRM.
* For how statuses and labels map to conversations, see [Labels and statuses](/integrations/labels-and-statuses).
* To have the assistant nudge leads over time, see [Follow-ups](/integrations/follow-ups).

## Test it

1. After **Submit**, check the tool's card under **Available Integrations** — the chip should now read **Connected**.
2. For a CRM: click **Sync statuses** and wait for *"Synchronization of statuses has been completed successfully!"*
3. Message your assistant on any connected channel and ask for something that touches the tool — leave contact details so it creates a lead, or ask to book a time — then confirm the record shows up in the external tool.
4. Switch the header dropdown to another assistant: the card should show **Connect** (not **Connected**) unless you attached that assistant too — that confirms the per-assistant scoping.

## Native integrations vs. agent connectors vs. MCP

MyChatBot exposes outside tools in three ways. This page covers the first row — the others live in the Agents area.

| Surface | What it is | Where in the app | Best for |
|---|---|---|---|
| **Native integrations** | A CRM/scheduler wired into your assistant and the Sales Platform (lead sync, funnel sync) | **Integrations** → [/integration](https://app.mychatbot.app/integration) | The tools listed above — deep, per-assistant CRM sync |
| **Agent connectors** | Turn an external app on for an agent so it can act inside that app during a run — HubSpot, Gmail, Slack, Notion, and many more (external app connectors, powered by our connector service) | **Agents → Connectors** → [/agents/connectors](https://app.mychatbot.app/agents/connectors), then the agent's **Settings → Connectors** | Letting an agent take actions in a SaaS tool on the fly |
| **MCP endpoints** | Point an external tool (Claude Code, Cursor, etc.) at MyChatBot's product search, sales management, or content endpoints | See [MCP & connectors](/agents/mcp-and-connectors) | Driving MyChatBot from outside |

::: tip Native integration or agent connector?
Pick a **native integration** when you want CRM lead/funnel sync tied to a Sales assistant. Pick an **agent connector** when you want an agent to reach into a SaaS tool (like reading a Gmail thread or posting to Slack) mid-conversation.
:::

## See also

* [Custom MCP](/integrations/custom-mcp) — your own MCP server's tools, plus automatic session export and client-reply notifications
* [Custom connectors](/agents/custom-connectors) — connect any tool an agent should use
* [MCP & connectors](/agents/mcp-and-connectors) — the standalone Product / Sales-Management / UGC MCP endpoints
* [Labels and statuses](/integrations/labels-and-statuses) — how CRM statuses map to conversations
* [Follow-ups](/integrations/follow-ups) — automated lead nudges
* [Orders](/sales/orders) and [Calendar](/sales/calendar) — the native order management and booking tools