Connecting Your Apps

Connect Pod to your favorite apps so your agent can transfer calls, book meetings, log CRM entries, or send follow-ups automatically.

Pod App Connections

Pod agents integrate with tools like Google Calendar, Salesforce, Slack, and more via the Actions and Integrations areas of your dashboard. Each action you add gives your agent new abilities — from scheduling meetings to sending messages or creating records in external tools.

1

Open the Actions tab

From the Agents Dashboard, select your agent and click the Actions tab.

2

Click "Add Action"

In the sidebar, press Add Action. A modal appears showing the types of actions your agent can perform.

3

Choose an action type

Pick the capability you want to add. Common options include:

  • Book a Meeting — connect your calendar, manage availability, and send invites
  • Transfer Call — forward calls to a live person or department
  • Send Message — post updates in Slack/Teams or send email/SMS
  • CRM Logging — push caller info to HubSpot, Salesforce, Airtable, etc.
4

Configure app details

Complete the fields for the selected action. Examples:

  • Calendar: host emails, event name/description, Availability settings, and Conference (e.g., Google Meet)
  • CRM: map caller fields (name/phone/tags) to CRM properties
  • Call Transfer: enter the destination number and any whisper message
  • Messaging: choose the workspace/channel or recipient and message template
5

Save the action

Click Save. The action is now available for your agent during live calls.

6

(Optional) Manage integrations centrally

After you've added at least one action, you can manage connected apps globally from the Integrations tab in your dashboard (update connections, view statuses, remove access).

Helpful Links

Notes

  • You can add multiple actions to a single agent.
  • Be sure your agent's prompt mentions available actions (e.g., "If the caller wants to book a meeting, use the calendar action.").
  • Don't see your app? Email support@callpod.ai and we can add it to your account — or explore our Zapier documentation to connect thousands of apps.

FAQ