Handbook20 min read
AI Agent Integration Handbook
Connect AI agents to your CRM, ERP, support desk, and data warehouse.
Integrations determine whether your AI agent is a toy or a business-critical system. This handbook covers the major connection patterns.
## CRM Integration
Prioritize bidirectional sync: the agent reads contact data and writes back activity, notes, and stage updates. Salesforce, HubSpot, and Pipedrive all support webhook-based triggers for real-time sync.
## Helpdesk Integration
Zendesk, Intercom, and Freshdesk offer native APIs for ticket creation, tagging, and resolution. The key is configuring escalation rules so the agent hands off gracefully.
## Data Warehouse Integration
For analytics-heavy agents, connect to Snowflake, BigQuery, or Redshift via read-only service accounts. Never give agents write access to production data.
## Authentication Patterns
Use OAuth 2.0 or service account keys — never personal credentials. Rotate keys every 90 days and store them in a secrets manager.