Connect Tele CRM and Retell AI to Build Intelligent Automations

Choose a Trigger

Tele CRM

When this happens...

Choose an Action

Retell AI

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Leads Created or Modified

New Leads Created or Modified

Auto-created action shell

Request a new Trigger for Tele CRM

Do thisActions

Action is the task that follows automatically within your Tele CRM integrations.

Create a Lead

Create a Lead

Add a lead

Update Lead Details

Update Lead Details

Update lead details

Search Leads

Search Leads

Search leads by name or email

Get an Agent

Get an Agent

Retrieve details of a specific agent.

Create a Phone Number

Create a Phone Number

Buys a new phone number and binds agents.

Make a Phone Call

Make a Phone Call

Create a new outbound phone call

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Frequently Asked Questions

How do I start an integration between Tele CRM and Retell AI?

To start, connect both your Tele CRM and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Tele CRM triggers actions in Retell AI (or vice versa).

Can we customize how data from Tele CRM is recorded in Retell AI?

Absolutely. You can customize how Tele CRM data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Tele CRM and Retell AI?

The data sync between Tele CRM and Retell AI typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Tele CRM to Retell AI?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Tele CRM and Retell AI?

Yes, you can set conditional logic to control the flow of data between Tele CRM and Retell AI. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Tele CRM

About Tele CRM

A CRM tool for managing customer data and communications.

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Retell AI

About Retell AI

Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.

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