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Integrations for AI voice agents that fit the stack you already run
SquadStack.ai connects to Salesforce, LeadSquared, Zoho, HubSpot, Meritto, Freshsales, Exotel, Ozonetel, Plivo, Gupshup, the leading CDPs and helpdesks, and any system with an API. Our team builds and maintains each integration as part of your engagement, so your engineers do not have to.
Integrations at a glance
How an integration gets built
Solutioning
We map your systems, the fields that matter and the outcome the campaign is measured on.
Build
A forward deployed engineer on your account builds the integration. No separate fee, no code from your side.
Test
A test campaign on real leads, field-by-field checks, then UAT sign-off from your team.
Ramp
Volume grows in steps while we watch sync and outcomes. Most enterprise pilots go live in 2 to 3 weeks.
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What flows in and out
Every call is a two-way exchange with your systems. Leads come in, and the result of each call goes back to where your team works.
Into SquadStack.ai
- Three required fields: lead ID, name and phone number
- Any extra fields that help the call: offer, product, language, city
- Live data the agent fetches during the call, such as eligibility or order status
Back to your systems
- Outcome and disposition for every call
- Callback times the customer asked for
- Recording and transcript links
- Duration, attempts and status updates
Hand-offs to your own team
Warm transfer
When a lead is ready to buy or asks for a person, the agent can pass the call live to your team along with the context of the conversation.
Callbacks
If nobody is free or the customer wants a later time, the agent books the callback and the follow-up call knows why it was scheduled.
Security for every integration
SquadStack.ai is ISO 27001, ISO 27701 and SOC 2 Type II certified, and DPDP and TRAI compliant. Customer data stays in India on AWS Mumbai. Integrations run over TLS with bearer tokens and IP whitelisting on both sides, and personal details like Aadhaar and PAN are redacted before they reach the language model.
Certificates and security reports on our Trust CenterFrequently asked questions
Which CRMs does SquadStack.ai integrate with?
Salesforce, LeadSquared, Zoho CRM, HubSpot, Meritto, Freshsales and Google Sheets have ready connectors. Any other CRM or in-house system connects through our API, and our team builds it.
Do we need our own telephony to use SquadStack.ai?
No. The dialer, dedicated numbers and carrier lines are part of the platform and included in pricing. If you prefer to keep your current dialer, we can connect to it over SIP or audio streaming.
How long does an integration take?
Integrations are built during the setup window of about two weeks. Most enterprise pilots go live in 2 to 3 weeks, including testing and UAT.
Do we need developers on our side?
Usually not. Our forward deployed engineer does the build. Your team shares access, confirms the field mapping and signs off in UAT.
Can the AI agent look up data in our systems during a call?
Yes. The agent can call your API mid-conversation to check things like loan eligibility, account balance or order status, then use the answer in the same call.
Is there a self-serve sandbox?
Not today. You get access to a demo agent before signing, then a test campaign and UAT before go-live, and volume ramps in steps.