Connect Your CRM
InsuranceGrokBot integrates with the tools you already use. Connect your CRM in minutes and let the bot handle lead engagement, appointment booking, and follow-ups automatically.
LeadConnector
Native IntegrationFull native integration with Lead Connector. OAuth connect, calendar booking, two-way SMS, contact sync, and workflow automation.
Salesforce
API IntegrationConnect to Salesforce via OAuth 2.0. Full contact lifecycle with SOQL search, event booking, SMS via Twilio, and activity logging on the timeline.
HubSpot
API IntegrationIntegrate with HubSpot CRM v3 API. Contact search with dedup, meeting creation with associations, SMS via Twilio with Communications timeline logging.
Pipedrive
API IntegrationConnect Pipedrive with your API token. Person management with search, auto-deal creation, activity scheduling, SMS via Twilio with note logging.
Zoho CRM
API IntegrationIntegrate with Zoho CRM v8 API. Contact search, event scheduling with participants, native email sending, SMS via Twilio, and global data center support.
Zapier
Universal WebhookConnect to 6,000+ apps through Zapier webhooks. Route booking data, contact info, and messages to any platform. Separate hooks for messages, bookings, and contacts.
Insureio
Insurance CRMPurpose-built for insurance agents. Create and fetch consumers via API, send SMS via Twilio, and route booking notifications through webhooks.
Webhook API
Every account gets a unique webhook endpoint. Send any CRM payload and the bot handles the rest, including automatic field mapping, contact resolution, and response delivery.
Single POST /webhook endpoint accepts JSON from any CRM. Automatically detects field formats (camelCase, snake_case, UPPERCASE) and maps them correctly.
Built-in connection testing from your dashboard. Save your CRM credentials, hit Test Connection, and verify everything works before going live.
Every webhook hit, booking attempt, message sent, and error is logged in real-time. Filter by event type and status directly from your dashboard.
Carrier Intelligence
The bot doesn't just connect to your CRM. It understands the insurance industry. 270+ carriers recognized by name with product classification, underwriting rules, and gap analysis built in.
Major carriers (Northwestern Mutual, MetLife, Prudential, New York Life), regional mutuals (Farm Bureau, Grange), specialty carriers (Lemonade, Root), and Canadian carriers (Manulife, Sun Life). Automatically classifies each as guaranteed issue, employer group, bundled policy, or standard.
Real-time underwriting data sourced from live Google Sheets covering whole life, term, IUL, and universal life products. The bot knows which carriers accept specific health conditions, so when a lead mentions a medical issue, the bot already knows the landscape before your advisor picks up the phone.
AI Voice Agent
Real-time speech-to-speech voice conversations powered by Grok. Your leads talk to an AI agent that sounds natural, answers questions, and books appointments mid-call.
Native G.711 μ-law audio with zero transcoding for carrier-grade quality. Sub-second latency keeps conversations feeling natural. Choose from 7 distinct voice personalities to match your brand.
Leads call your AI number for instant engagement, or the AI calls leads automatically via CRM webhook triggers. Auto-greeting detects caller intent and routes the conversation accordingly.
Mid-call calendar checking and appointment booking using the same engine as the text bot. The voice agent queries available slots, confirms the time with the lead, and locks in the appointment in real time.
How Integration Works
Choose Your CRM
Select your CRM from the dashboard settings. Already using LeadConnector? You're all set, it's the default.
Enter Credentials
Paste your API key, OAuth token, or webhook URL. Each CRM has its own setup guide with step-by-step instructions.
Bot Goes Live
The bot handles lead conversations, detects booking intent, and creates appointments directly in your CRM. No code required.