External CRM integrations

Save a local configuration

Only the workspace owner can change this configuration. Choose native Relato operation or describe how Relato should coexist with an external CRM. Record the provider reference and the intended direction and owner for each operation. Do not enter passwords, access tokens, private keys, or other account secrets.

Saved and published CRM coexistence configurations remain local reference data. A pending capability is not verified or connected. Saving this configuration does not call an external service, access an external CRM account, synchronize records, or send messages. A provider name or account reference does not prove that a CRM connection exists.

Connect availability providers

Only the workspace owner can use the company connection controls. For Housecall Pro, enter the API key and the business time zone and service duration confirmed for the service being checked. After saving, the configuration remains pending verification. Leave the password field empty to keep a previously saved key; Relato never displays that key again. Disconnecting removes the saved Housecall Pro configuration. Availability checks do not create or confirm bookings.

For Google Calendar, continue through Google's authorization screen, then select an account and load its available calendars. Choose the calendar explicitly before saving it for availability reads. There is no automatic calendar selection, including for a primary calendar. Disconnecting a Google account clears its selected calendar. This connection reads availability and does not create, edit, or delete events. If Google authorization is unavailable, the connect control stays disabled.

Ownership and history

For each operation, specify whether Relato, the external system, or a manual process is intended to own the value. Resolve conflicting ownership with the business before any future connection is considered. Review the version history after saving; publish only the local configuration that has been checked.

The external CRM module can be turned off independently. This changes availability in the workspace and does not erase its saved history. See Workspace modules. For phone-agent settings, see Call agent configuration.