CRM integration AI · the AI layer for your CRM
Your CRM, kept current by AI agents
Delynt AI's CRM integration AI connects to your CRM and keeps it synchronized automatically. Every email interaction becomes an activity. Every new RFQ becomes an opportunity. Every deal carries a running health score with reasoning attached. All of it, with your explicit approval on every write.
ACCOUNT
Alden Machining LLC
- Owner
- J. Ramirez
- Last activity
- 2 min agoAI
- Deal stage
- QuotingAI
- Delynt AI score
- Trust 84 · Spam 6AI
- Update deal stage → Quotingjust now
- Create activity: reply drafted1m
- Add note: "buyer confirmed spec"1m
3 writes queued · you approve each one
01 /What the AI layer does
What Delynt AI Does With Your CRM
| Capability | What It Means |
|---|---|
| Read contact records | Existing contacts, deals, and activity history are available to every agent — no manual lookup, no duplicate CRM tabs open. |
| Write updates automatically | Email interactions flow back into the CRM as activity, notes and stage changes — with your explicit approval on every write. |
| Create new opportunities | New RFQs and inbound conversations are converted into CRM records automatically, tagged with the source and the reason. |
| Sync without a middleman | No third-party pipe, no Zapier layer. The AI layer connects directly through the CRM's own API. |
| Deal health scores | Every deal carries a running health score based on activity recency, sentiment, and stage velocity — with reasoning attached. |
02 /How the sync works
From Read to Write, With Approval Between
- 1
Connect Your CRM
Secure OAuth or API-key connection through the CRM's own auth flow. Delynt AI reads only the objects you scope, and every write is opt-in.
- 2
Read What's Already There
Existing contacts, accounts and deals become context for every agent — the RFQ scorer sees prior history, the reply drafter sees the deal stage.
- 3
Write Back on Approval
Every activity, note, stage change and new record is queued for your approval before it lands. You can promote a rule to auto-write once it earns your trust.
- 4
Watch the Whole Pipeline
The Business Intelligence dashboards read from the CRM in real time — pipeline health, win rates and stage velocity all reflect the current state, not a Monday-morning snapshot.
03 /Supported CRMs
Every CRM Your Team Already Uses
| CRM | Capability |
|---|---|
| Salesforce | Create and update opportunities, contacts, accounts |
| HubSpot | Create and update deals, contacts, companies |
| Pipedrive | Create and update deals, contacts, organizations |
| Microsoft Dynamics | Create and update leads, opportunities, accounts |
| Custom CRM | API integration available |
04 / Security first
Security First
- Read and write to specified CRM objects only — with your explicit approval on every write
- OAuth or API-key auth through the CRM's own flow; Delynt AI never sees your password
- Your CRM data stays in your CRM — never pooled with other customers
- Revoke access anytime from the CRM's third-party settings without contacting us
Connect Your CRM in Minutes
OAuth in, no migration, no forwarding rules. Start with read-only if you want to watch first — enable writes when you're ready.