When your AI agent hands off a conversation to a human agent, Open.cx automatically displays comprehensive customer information from your CRM system directly in your support inbox.

This gives your human agents complete context to provide exceptional, personalized support without asking customers to repeat information.

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Supported CRM Systems

HubSpot

Connect with HubSpot to access contacts, companies, deals, and ticket history

Salesforce

Connect with Salesforce to access contacts, accounts, opportunities, and case history

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How CRM Integration Works

  1. Connect Your CRM: Authenticate your CRM system with Open.cx using OAuth or API keys
  2. AI Handles Initial Support: Your AI agent manages the conversation as usual
  3. AI Handoff Triggered: When AI escalates to human agent, CRM data is automatically retrieved
  4. Context Display: Human agent sees complete customer information in their inbox
  5. Informed Support: Human agent provides personalized support based on complete customer history

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Getting Started

Choose your CRM system below to get started with the integration:

Set up HubSpot Integration

Complete guide to connecting HubSpot with Open.cx for human agent context

Set up Salesforce Integration

Complete guide to connecting Salesforce with Open.cx for human agent context

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Need Help?

If you need assistance with CRM integrations or have questions about supported features, please contact our support team or check out our API documentation.