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CRM and business apps

An AI Receptionist That Works With Your CRM, Whichever It Is

Most AI receptionists support a fixed list of CRMs. UIRIX works with any CRM or business app your ChatGPT or Claude is connected to, because your chat assistant does the work there for you.

Updated

UIRIX connects to your CRM through your AI manager: the ChatGPT or Claude you already use. When a business app publishes an MCP server, as Salesforce, HubSpot, GoHighLevel, Pipedrive, Zoho, monday.com, Attio, Intercom, Slack and Make do, your chat assistant can work in it with your own permissions. After every call and chat it records the lead, the deal, the ticket or the task there, and it can build UIRIX calling campaigns from your CRM lists. UIRIX stores none of those passwords.

Apps without an MCP server

Some popular business apps, such as Jobber, Housecall Pro, ServiceTitan, Clio and Acuity, had no official MCP server in October 2026. Reach them through Make or Zapier, which your chat assistant can run, or send every conversation to them with the agent's signed webhooks.

Zapier and webhooks →

Pages for each app

HubSpot

Call your HubSpot leads and record the results.

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Salesforce

Your ChatGPT or Claude, connected to Salesforce, turns each call into the lead, the task or the case your team works from.

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GoHighLevel

Your ChatGPT or Claude, connected to GoHighLevel, puts each caller into the sub-account as a contact and an opportunity in the right pipeline stage.

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Pipedrive

Your ChatGPT or Claude, connected to Pipedrive, adds the person, opens the deal and schedules the follow-up activity.

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Zoho CRM

Your ChatGPT or Claude, connected to Zoho CRM, records each caller as a lead or updates the contact, and adds the task for your team.

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monday CRM

Your ChatGPT or Claude, connected to monday.com, adds each caller to your leads board with the right status and an update with the summary.

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Attio

Your ChatGPT or Claude, connected to Attio, adds the person and the company, opens the deal and leaves the note.

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Zendesk

Your ChatGPT or Claude, connected to Zendesk, opens the ticket, or adds to the open one, with what the caller said.

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Intercom

Your ChatGPT or Claude, connected to Intercom, finds the customer and adds a ticket or a note your team sees in the inbox.

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Slack

Your ChatGPT or Claude, connected to Slack, posts the ones that matter to the right channel, with who called and what they need.

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Make

Your ChatGPT or Claude runs the Make scenario that fits it, or the agent's signed webhooks start one directly.

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What your AI manager records, app by app

AppKindWhat it records after a call
HubSpotCRMA contact and the call result; builds campaigns from your leads
SalesforceCRMA Lead with the caller's name, number and need, a Task for the callback that was promised, or a Case when the caller reports a problem, with the call summary in the description
GoHighLevelCRMA contact with the caller's details and tags, an opportunity in the pipeline stage you name, and a note with the call summary
PipedriveCRMA person, a deal in the stage you name, and an activity for the follow-up, with the call summary as a note
Zoho CRMCRMA Lead or an update to an existing Contact, a Task for the follow-up, and a note with the call summary
monday CRMCRMAn item on the board you name, with the caller's name, phone and status columns filled in, and an update with the call summary
AttioCRMA person and company record, a deal in your pipeline, a note with the call summary and a task for the follow-up
Zendeskhelp deskA new ticket with the requester, the priority and the call summary, or an internal note on the caller's open ticket
Intercomhelp deskA ticket, or a note on the contact, with the call summary and what the customer needs
Slackteam chatA message in the channel you name, with the caller, the request, the summary and a link to the conversation
MakeautomationWhatever your scenario does: a row in a sheet, an invoice draft, a record in an app that has no MCP server of its own

Vendor details as each vendor published them in October 2026. Your chat app and your plan with each vendor decide what is available to you.

CRM integration questions

Any CRM your ChatGPT or Claude can connect to. Salesforce, HubSpot, GoHighLevel, Pipedrive, Zoho CRM, monday CRM and Attio publish MCP servers for this. Your chat assistant records each call there after it ends.
Your chat assistant already holds your connections and your permissions, so there is one place to manage them, and a new app you connect to it works with your phone agent too. UIRIX does not store your CRM passwords.
Yes, with the agent's signed webhooks, Zapier or Make, and you get a summary of every call by e-mail.

Connect your AI receptionist to your CRM

Build the agent from your website, then add it to the chat assistant that already knows your CRM.

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