Teleman AI integrates seamlessly with your existing CRM, marketing automation platforms, and custom systems through powerful webhook-based integrations. Automatically sync call data, leads, contacts, and campaign events in real-time.
What are CRM Integrations?
CRM Integrations allow you to push data from Teleman AI to external systems automatically. When specific events occur (like a call completion, a hot lead detected, or a contact update), Teleman sends an HTTP webhook to your configured endpoint with the relevant data.
Production Ready
Built with reliability in mind: automatic retries, delivery logs, webhook testing, and multiple authentication methods.
Supported Events
Choose which events trigger webhooks to your system:
📞
Call Completed
Triggered when a call ends. Includes full call data with transcript, duration, sentiment score, and AI-detected intent.
🔥
Lead Qualified
Triggered when AI detects a hot lead based on sentiment analysis and conversation quality (high score/positive sentiment).
👤
Contact Added
Triggered when a new contact is created manually or imported. Perfect for syncing your contact database.
✏️
Contact Updated
Triggered when contact information is modified. Keep your CRM data synchronized in real-time.
🚀
Campaign Started
Triggered when a campaign is launched. Track campaign lifecycle and send notifications.
🔢
DTMF Response
Triggered when a contact presses a phone key during a call. Capture survey responses and menu selections.
Authentication Methods
Secure your webhooks with multiple authentication options:
🔓 None (Testing Only)
No authentication required. Use only for development and testing. Not recommended for production.
🎟️ Bearer Token
Standard OAuth 2.0 bearer token authentication. Most CRMs and APIs use this method. Token is sent in the Authorization: Bearer {token} header.
🔑 API Key
Custom header-based authentication. Specify your own header name (e.g., X-API-Key) and secret value. Flexible for custom integrations.
🔐 HMAC Signature
Maximum security using cryptographic signatures. Teleman signs each request with your secret key using SHA-256. Your endpoint verifies the signature to ensure authenticity.
Getting Started
Quick Setup
Navigate to Integrations → CRM Integrations in the sidebar to create your first integration.
Step 1: Create Integration
- Go to CRM Integrations page
- Click "Add Integration" button
- Enter a descriptive name (e.g., "Salesforce Production")
- Provide your webhook endpoint URL
- Select which events should trigger webhooks
- Choose authentication method and configure credentials
- Enable the integration
Step 2: Test Your Integration
Before going live, test your webhook endpoint:
- Click the "Test" button on your integration card
- Teleman sends a sample webhook to your endpoint
- Check the response status and verify your endpoint received the data
- Review the Webhook Logs to see delivery details
Step 3: Monitor Delivery
View all webhook deliveries in real-time:
- Click "View Logs" on any integration
- See timestamps, status codes, and response data
- Green badges indicate successful deliveries (2xx status)
- Red badges show failures with error details
- Click "Retry" to resend failed webhooks
Webhook Payload Example
Example payload for a call_completed event:
{
"event": "call_completed",
"data": {
"call_id": 1234,
"contact_id": 5678,
"campaign_id": 91,
"phone_number": "+1234567890",
"duration": 45,
"status": "completed",
"transcript": "Hello, this is John...",
"sentiment": "positive",
"sentiment_score": 0.85,
"ai_detected_intent": "interested",
"created_at": "2025-12-22T10:30:00Z"
},
"timestamp": "2025-12-22T10:30:15Z",
"integration_id": 42
}
Payloads vary by event type. Each event includes relevant data fields and metadata.
Best Practices
✅ Respond Quickly
Return a 2xx status code within 5 seconds. Process heavy tasks asynchronously in a background queue.
🔄 Handle Retries
Make your endpoint idempotent. Teleman retries failed webhooks up to 3 times with exponential backoff.
🔐 Verify Signatures
Always verify HMAC signatures in production. Reject requests with invalid signatures to prevent spoofing.
📝 Log Everything
Log incoming webhooks on your side. This helps debug issues and provides an audit trail.
🧪 Test Regularly
Use the built-in test feature regularly to ensure your integration remains functional after changes.
📊 Monitor Logs
Check webhook logs periodically for failures. High failure rates may indicate endpoint issues.
Troubleshooting
Webhook not arriving?
- Check if the integration is enabled (Active status)
- Verify the event is selected in your integration settings
- Ensure your endpoint URL is correct and accessible
- Check webhook logs for delivery attempts and errors
Getting 4xx errors?
- 400 Bad Request: Your endpoint rejected the payload format
- 401 Unauthorized: Authentication credentials are incorrect
- 404 Not Found: Endpoint URL is incorrect or route doesn't exist
- 429 Too Many Requests: Your endpoint is rate-limiting Teleman
Getting 5xx errors?
- 500 Internal Server Error: Your endpoint code has a bug
- 502 Bad Gateway: Reverse proxy or load balancer issue
- 503 Service Unavailable: Your endpoint is down or overloaded
- 504 Gateway Timeout: Your endpoint took too long to respond (>30s)
Retry Behavior
Failed webhooks are retried 3 times with delays: 1 minute, 5 minutes, then 15 minutes. After 3 failures, the webhook is marked as permanently failed and requires manual retry.
Advanced Features
Custom Headers
Add custom HTTP headers to your webhook requests (useful for API keys, routing info, etc.):
X-Tenant-ID: abc123
X-Environment: production
X-Source: teleman-ai
Event Filtering
Create multiple integrations for different event types. For example:
- CRM Integration: Only
lead_qualified and contact_added
- Analytics Integration: Only
call_completed events
- Notification Service: Only
campaign_started events
Manual Retry
Failed webhooks can be manually retried from the Webhook Logs page. This is useful when:
- Your endpoint was temporarily down
- You fixed a bug in your webhook handler
- Authentication credentials were incorrect
Related Documentation
For detailed API documentation, code examples, and advanced configuration, see:
docs/CRM_INTEGRATION_README.md - Complete feature overviewdocs/CRM_INTEGRATION_QUICKSTART.md - Step-by-step setup guidedocs/CRM_INTEGRATION_TESTING.md - Testing and quality assurancedocs/CRM_INTEGRATION_COMPLETE.md - Technical implementation details