***

title: Integrations Overview
description: >-
Connect Gail with your existing tools and systems for seamless workflows and
automation.
-----------

Gail integrates with the tools you already use, allowing your AI agents and assistants to work seamlessly with your business systems.

## Why Integrate?

Integrations unlock powerful capabilities:

<CardGroup cols={2}>
  <Card title="Automated Scheduling" icon="calendar">
    Connect your calendar so Gail can book, reschedule, and manage appointments automatically.
  </Card>

  <Card title="CRM Sync" icon="database">
    Keep customer data synchronized between Gail and your CRM without manual data entry.
  </Card>

  <Card title="Workflow Automation" icon="bolt">
    Trigger actions in other systems based on call outcomes and customer interactions.
  </Card>

  <Card title="Data Enrichment" icon="chart-line">
    Pull information from integrated systems to provide context during conversations.
  </Card>
</CardGroup>

## Available Integrations

### Calendar & Scheduling

<Card title="Calendly" icon="calendar-days" href="/platform/integrations/calendly">
  Connect Calendly to let Gail schedule appointments using your Calendly event types and availability rules.

  **Key Features:**

  * Automatic appointment booking
  * Real-time availability checking
  * Multiple event type support
  * Timezone handling
</Card>

<Card title="Google Calendar" icon="calendar" href="/platform/integrations/google-calendar">
  Integrate with Google Calendar for direct calendar access and appointment management.

  **Key Features:**

  * Two-way calendar sync
  * Availability checking
  * Meeting creation and updates
  * Multiple calendar support
</Card>

### Industry-Specific CRMs

<Card title="AgencyZoom" icon="building-shield" href="/platform/integrations/agencyzoom-integration">
  Purpose-built for insurance agencies, connect Gail with your AgencyZoom CRM.

  **Key Features:**

  * Client data sync
  * Policy information access
  * Lead management
  * Activity logging
</Card>

<Card title="Hawksoft" icon="building-columns" href="/platform/integrations/hawksoft">
  Integrate with Hawksoft agency management system for seamless insurance workflows.

  **Key Features:**

  * Client record access
  * Policy lookups
  * Task creation
  * Note logging
</Card>

### Communications

<Card title="VoIP via Call Forwarding" icon="phone" href="/platform/integrations/voip">
  Connect your existing VoIP system to route calls through Gail.

  **Key Features:**

  * Call forwarding setup
  * Existing number integration
  * Seamless call routing
  * No number porting required
</Card>

## Integration Categories

### Calendars & Scheduling

Connect your scheduling tools so Gail can manage appointments automatically:

* [Calendly](/platform/integrations/calendly)
* [Google Calendar](/platform/integrations/google-calendar)

### CRM & Agency Management Systems

Sync customer data and automate workflows with your CRM:

* [AgencyZoom](/platform/integrations/agencyzoom-integration)
* [Hawksoft](/platform/integrations/hawksoft)

### Phone & Communications

Route calls and messages through your existing phone systems:

* [VoIP via Call Forwarding](/platform/integrations/voip)

<Callout type="info">
  **Enterprise customers:** Need a custom integration? Contact our team to discuss building custom connectors for your specific tools.
</Callout>

## How Integrations Work

Integrations follow a simple setup process:

<Steps>
  <Step title="Navigate to Integrations">
    Go to **Settings** → **Integrations** in your Gail dashboard
  </Step>

  <Step title="Select Integration">
    Choose the integration you want to connect
  </Step>

  <Step title="Authenticate">
    Grant Gail permission to access your account (OAuth or API key)
  </Step>

  <Step title="Configure">
    Set up how Gail should interact with the connected system
  </Step>

  <Step title="Test">
    Verify the integration is working with a test action
  </Step>

  <Step title="Activate">
    Enable the integration for your Gail agents
  </Step>
</Steps>

## Security & Permissions

### Data Access

Gail only accesses the minimum data needed for each integration:

* **Read access** - View information (e.g., calendar availability)
* **Write access** - Create or update records (e.g., book appointments)
* **Limited scope** - Only the specific features you enable

### Authentication

All integrations use secure authentication methods:

* **OAuth 2.0** - Industry-standard authorization
* **API Keys** - Encrypted and securely stored
* **Token refresh** - Automatic renewal to maintain connection

### Compliance

Integrations maintain your compliance requirements:

* **Data encryption** - In transit and at rest
* **Audit logs** - Track all integration activity
* **Access controls** - Manage who can configure integrations
* **GDPR & CCPA compliant** - Follows data protection regulations

## Managing Your Integrations

### View Connected Integrations

See all your active integrations at a glance:

1. Go to **Settings** → **Integrations**
2. View status, last sync time, and connection health
3. Click any integration to view details

### Disconnect an Integration

To remove an integration:

1. Open the integration settings
2. Click "Disconnect"
3. Confirm the disconnection
4. Optionally, revoke access in the third-party system

<Warning>
  Disconnecting an integration will prevent Gail from accessing that system. Any workflows depending on the integration will stop working.
</Warning>

### Troubleshooting Integration Issues

Common issues and solutions:

| Issue                 | Solution                                            |
| --------------------- | --------------------------------------------------- |
| **Connection failed** | Re-authenticate by disconnecting and reconnecting   |
| **Sync errors**       | Check permissions in the third-party system         |
| **Outdated data**     | Force a manual sync or wait for next scheduled sync |
| **Missing features**  | Verify you've granted all required permissions      |

## Custom Integrations

Need to connect Gail with a system we don't have a pre-built integration for?

### API Integration

Use our API to build custom integrations:

* [Webhooks](/developers/guides/webhooks) - Receive real-time events from Gail
* [API Documentation](/developers/getting-started/introduction) - Programmatically control Gail
* [Custom webhooks](/developers/integrations/custom-webhooks) - Send data to any system

### Enterprise Solutions

For complex integration needs, our Enterprise plan includes:

* **Custom connector development** - We build it for you
* **Dedicated integration support** - Technical assistance
* **Advanced workflow automation** - Complex multi-system workflows
* **SLA guarantees** - Uptime and performance commitments

<Callout type="success">
  **Interested in Enterprise?** [Contact our sales team](https://meetgail.com/enterprise) to discuss your integration requirements.
</Callout>

## Best Practices

<CardGroup cols={2}>
  <Card title="Test in Stages" icon="flask">
    Set up integrations in a test environment or with a single agent before rolling out to your entire team.
  </Card>

  <Card title="Monitor Performance" icon="gauge">
    Regularly check integration health and sync status to catch issues early.
  </Card>

  <Card title="Document Workflows" icon="book">
    Keep track of which integrations power which workflows so you can troubleshoot effectively.
  </Card>

  <Card title="Review Permissions" icon="shield-check">
    Periodically audit what data access you've granted to ensure it's still appropriate.
  </Card>
</CardGroup>

## Getting Help

<CardGroup cols={2}>
  <Card title="Integration Guides" icon="book">
    Each integration has detailed setup instructions. Click on any integration above to access its guide.
  </Card>

  <Card title="Support Team" icon="headset" href="https://meetgail.com/support">
    Need help setting up an integration? Our support team is here to assist.
  </Card>

  <Card title="Developer Docs" icon="code" href="/developers/getting-started/introduction">
    Building custom integrations? Check out our API documentation.
  </Card>

  <Card title="Video Tutorials" icon="video" href="https://meetgail.com/tutorials">
    Watch step-by-step videos for setting up popular integrations.
  </Card>
</CardGroup>

## Next Steps

Ready to connect your first integration?

<CardGroup cols={3}>
  <Card title="Calendly" icon="calendar-days" href="/platform/integrations/calendly">
    Set up appointment scheduling
  </Card>

  <Card title="Google Calendar" icon="calendar" href="/platform/integrations/google-calendar">
    Connect your calendar
  </Card>

  <Card title="AgencyZoom" icon="building-shield" href="/platform/integrations/agencyzoom-integration">
    Sync your CRM
  </Card>
</CardGroup>