Choose the right path
KaiCalls connects to your CRM and field tools.
Each system supports different fields, record types, and actions. What KaiCalls can send also depends on the access you grant during setup.
CRM connections
GoHighLevel, Airtable, HubSpot, Salesforce, Pipedrive, ServiceNow, Clio Grow, MyCase.
Field-service connections
Jobber, Housecall Pro, Workiz.
Find setup guides for all 19 tools in the integrations help index.
Set it up
Connect, match your fields, test, then turn on syncing.
Use an admin login that can connect apps and write records.
- 1
Open the correct KaiCalls business
Go to Dashboard → Settings → Connections and confirm the business selector shows the account you want to connect. - 2
Sign in to the other system
Choose the system and follow its secure sign-in, API key, or webhook steps. Allow KaiCalls to create or update the records this workflow needs. - 3
Match fields and choose sync rules
Match KaiCalls contact and call details to the right fields in the other system. Then choose which calls or leads should create or update a record. - 4
Send a controlled test
Make a test call or test lead. Check that it lands in your tool. - 5
Enable and watch the first real sync
Turn on the selected sync rule only after the test lands in the expected record type and fields. Review the first real delivery too.
Configuration versus live proof
Connected means authorized. A destination record means working.
- The connection is shown under the intended KaiCalls business.
- A controlled test creates or updates the expected record in the other system.
- Mapped contact and call fields land in the correct destination fields.
- The first eligible real call or lead creates a delivery result, not just a saved setup screen.
What gets sent
The connected system and the event decide what KaiCalls can write.
Automatic delivery
Calls sync when they have valid contact info and your account has edit rights.
Send this lead now
The manual send option works with fewer systems than automatic syncing. A connected system may not support every manual action.
Fields vary by system
Record types, previews, field matching, and update behavior differ. Confirm the exact result during your test.
Webhooks and automation
Webhooks and Zapier let you connect other tools when a direct link is missing.
KaiCalls can only write what the connected account allows. Finishing sign-in proves the accounts are linked. It does not prove a real record has arrived, so always complete the test.
Failure and recovery
Use the failure type to choose the next step.
Authentication or permission error
Reconnect with an account that can create or update the intended record type, then repeat the controlled test.
Rate limit, outage, or network error
Leave the connection in place and check again after the retry window. Transient delivery failures are queued for retry.
Nothing was sent
Confirm the call or lead matches a sync rule and includes the contact details the connection needs, such as a usable phone number or email.
Wrong destination fields
Correct the mapping, send a new recognizable test, and inspect the new record before relying on live sync.