Learning Centre
Learning Centre homeManager pathAgent pathIntegrationsAll tutorialsTemplates
Sign InStart free trial

Understand Callizy integrations

Native, Zapier, AI assistant or API: what each integration does, who connects it and on which plan.

Role : ManagerDuration : 4 minOn : Web, Mac

The page on callizy.ca

Before you start

  • Be a manager on the Callizy account: only managers see the integrations.
  • The list of tools your team already uses: CRM, calendar, messaging, AI assistant.

Step by step

6 steps, about 4 min
  1. 1

    Three ways to connect Callizy

    1 min

    Native integrations: HubSpot, Pipedrive, Zoho CRM, Clio, Google Contacts, Slack and four calendars, connected in two clicks, at no extra cost. Zapier connects Callizy to thousands of other apps, with no coding. The MCP server puts Callizy in Claude or ChatGPT, and the API and webhooks are for your developers.

  2. 2

    A manager connects, once

    30 s

    In Administration, Settings, then Integrations: each tool has its card. One person connects it, for the whole company. After that, every call from every team member is logged, with nothing for anyone else to do.

    Administration/Settings/Integrations

    Open this screen in Callizy
  3. 3

    What goes into your CRM

    1 min

    Every completed or missed call, every voicemail and every text, with the duration, the AI-written summary, the transcript and the recording. Callizy looks up the number before writing: the call lands on the existing record, with no duplicates.

  4. 4

    Contacts, both ways

    30 s

    A contact created or edited in your tool reaches the Callizy address book within seconds; with Google Contacts, every 30 minutes. A new caller becomes a contact in the tool, if you turn on the setting.

  5. 5

    Calendars, for the AI agent

    30 s

    Google Calendar, Microsoft 365, Square and Wix are connected in Calendars, then given to the AI receptionist: during the call, it reads your real availability and books the slot.

    Calendars/Connect a calendar

  6. 6

    Which plan?

    20 s

    In every plan, from Solo: Google Calendar, Microsoft 365, Google Contacts, Zapier, the API, webhooks, and the Claude and ChatGPT connectors. From Team: HubSpot, Pipedrive, Zoho CRM, Clio, Slack, Square and Wix. An integration in the Team plan carries the Included in Team badge.

Key points

  • Native integrations are included in your plan, at no extra cost.
  • A manager connects once, for the whole team.
  • Your tool is not on the list? Zapier or the API cover the rest.

Not working?

You do not see the integrations
  1. Only a manager has access: ask the person who manages the Callizy account.
Callizy shows “Included in Team”
  1. This integration needs the Team plan: the badge leads to the plan change. See Manage your subscription and invoices.

Frequently asked questions

Does it cost more?
No: native integrations are included in your plan, at no extra cost.
My tool is not on the list
Use Zapier, which connects Callizy to thousands of apps, or write to support@callizy.ca to tell us which one.
Does each agent have to connect the tool?
No. A manager connects it once; calls from the whole team are logged after that.

Updated October 27, 2026

Next Lesson 2 · Connect your CRM

Go further

Connect HubSpotEvery call on the right HubSpot record, with the summary.GuideConnect Google CalendarThe AI agent books appointments in Google Calendar, during the call.GuideCallizy in Claude or ChatGPTAsk your AI assistant to read your calls, send a text or find a contact.Guide