Integrations
Every enterprise system your operation runs on, connected directly to the platform
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What are integrations?
HappyRobot connects to 200+ enterprise systems through pre-built integrations including CRMs, ERPs, ticketing platforms, databases, communication tools, and more. Each integration is exposed to agents as a specific scoped action within a workflow - read a record, write an outcome, trigger a follow-up - so agents only ever access what a workflow explicitly requires. Credentials are configured per deployment and never shared across tenants, keeping access constrained by design.
Variety of integrations across systems that enterprise ops run on
CRM and sales platforms
Connect to Salesforce, HubSpot, and other CRM platforms to read contact records, log call outcomes, update deal stages, and trigger follow-up sequences, directly from within a live workflow, without a separate sync step.
ERP and operations systems
Pull live inventory, order status, and fulfillment data from ERP systems mid-conversation so agents can answer operational questions accurately without routing to a human for a lookup.
Ticketing and support platforms
Read open tickets, create new cases, update resolution status, and escalate to queues in platforms like ServiceNow and Zendesk — all as workflow actions an agent can invoke based on what happens in the conversation.
Databases and data infrastructure
Query and write to MongoDB, Redis, and other database layers directly. Use this for real-time lookups against proprietary data that lives outside standard SaaS platforms - custom product catalogs, internal reference data, operational records.
Communication and collaboration tools
Trigger messages, create tasks, and route escalations into Microsoft Teams, Slack, and email mid-workflow so handoffs and notifications land exactly where your team already works.
Maps, logistics, and domain-specific APIs
Integrate with Google Maps, logistics platforms, and domain-specific APIs for use cases that require real-world data - routing, location verification, carrier lookups, and more.
Custom Integrations
Any system that exposes an HTTP endpoint can be connected to HappyRobot through webhook nodes - configuring the endpoint, authentication, request structure, and response parsing directly in the workflow. Custom integration logic is built once as a reusable node component, so the same connection is available across every workflow that needs it without rebuilding or making copies. For systems that don't expose an API, browser agents can interact with web interfaces the same way a human operator would, navigating, extracting, and writing data without requiring a custom integration.
How context from external systems reaches agents at the right time
Pre-loading context at session start
External systems can push data into the platform before a session begins, like a CRM record, a customer profile, a pending order, and more, so the agent starts the conversation already knowing what it needs to know. This data lands in Context, the platform's data layer, making it available not just to the agent during the session but to every downstream workflow, application, and reporting view that runs after it.
Lookups mid-workflow
For data that isn't known until the conversation is underway - a caller-provided reference number, a real-time inventory check, a live shipment status, and more, so agents invoke the relevant tool at the exact point in the workflow where it's needed. The result is passed directly into the agent's reasoning before it responds.
Inbound web-hooks as triggers
Workflows don't only run on inbound calls. Any external system can trigger a workflow via web-hook - a new ticket, a status change, a scheduled batch event. The triggering payload is available to the agent as context from the first step of execution.
Integrations are how agents access the live data and systems that make them operationally useful. Click below to learn more about the Context layer within the HappyRobot platform.