CRM Integrations in Alivo

A CRM integration is how Alivo shares lead and job data with the system you already use to run your business. That matters because your team should not have to copy contact details, appointment times, or conversation notes by hand every time something happens in Alivo. This guide walks through the two ways Alivo connects to a CRM: native integrations for supported platforms, and webhooks for everything else.

Two Ways to Connect a CRM

Alivo handles CRM connections in two broad ways. If your CRM is on the supported list, you connect it directly and Alivo does the syncing for you. If it is not, or you use custom software, you can use webhooks to push data out when specific things happen in Alivo.

Native CRM Integrations

Native integrations are direct, built-in connections between Alivo and your CRM. You connect once in Settings under Integrations, usually with an API key from your CRM (Jobber connects through a secure sign-in instead). After that, Alivo handles the data exchange automatically.

What Gets Synced

What exactly syncs depends on which CRM you use, but the general pattern is the same across platforms:

• Contacts and leads. When a lead comes in or an appointment gets booked through Alivo, the contact record is created or updated in your CRM with the details Alivo collected (name, phone, email, address, and custom fields you have mapped).
• Jobs and appointments. Booked inspections and appointments typically create a job, task, or calendar event in the CRM, linked to the contact.
• Calendar availability. For several supported CRMs, events on your CRM calendar sync back into Alivo so your scheduling reflects real availability. Reschedules and cancellations in either system can update the other.
• Custom field mapping. You can map Alivo fields to CRM-specific fields so the data lands in the right place in your system of record.

Supported CRMs

Alivo currently offers native integrations with these platforms:

• AccuLynx
• JobNimbus
• Rooflink
• HouseCall Pro
• Contractors Cloud
• Jobber
• Leap (also known as JobProgress)

Good to know: If your CRM is on this list, a native integration is almost always the simpler path. Alivo already knows how that CRM expects data formatted, so you do not need to build anything on your end.

Webhook Integrations

Webhooks are how you connect Alivo to systems that do not have a native integration. A webhook is simply a URL that Alivo sends data to when something specific happens. That URL can belong to Zapier, Make, a middleware tool your IT team runs, or custom software your business built.

How the Criteria Work

Each webhook is set up around a trigger, which is the event that causes Alivo to send data. You pick one trigger per webhook, and Alivo fires that webhook only when that event happens. Common triggers include:

• Lead events. New Lead, Goal Met, Assistance Needed
• Call events. Call Forwarded, Message Left, Left Voicemail, Emergency
• Scheduling events. Event Booked, Event Rescheduled, Event Canceled, Event Changed, Event Confirmed, Event Host Assigned
• Communication events. Message Received, Message Sent, Email Received, Photo Received
• Other events. Document Signed, Audience Updated, Follow-Up Sequence Complete, Task (Follow Up)

You can create multiple webhooks pointing at different URLs, and you can have more than one webhook listening for the same trigger if different systems need the same event.

What Data Gets Sent

When a webhook fires, Alivo sends a JSON data packet to your URL. That packet typically includes contact details (name, phone, email, address), pipeline stage, lead source, conversation summary, booking details, custom fields, and a direct link back to the contact in Alivo. If you have a native CRM connected at the same time, the payload can also include CRM record IDs so your receiving system knows which record to update.

Common Use Cases

• CRM not on the native list. Use a tool like Zapier to catch Alivo webhook events and create or update records in a CRM Alivo does not yet integrate with directly.
• Custom business software. Point a webhook at an endpoint your team built to feed leads or appointments into an internal system.
• Notifications and workflows. Send booking or assistance-needed events to Slack, email tools, or other apps that react to incoming webhooks.

Keep in mind: Webhooks push data out of Alivo when an event happens. They do not pull data back in on their own. If you need two-way sync with a CRM that lacks a native integration, your receiving system (or a tool like Zapier) handles what happens after the webhook arrives.

Choosing the Right Approach

If your CRM is on the native list, start there. The built-in connection is designed for ongoing, automatic sync without you building or maintaining anything. Native integrations handle contact creation, job and appointment creation, and calendar blocking in one setup.

Reach for webhooks when your CRM is not natively supported, when you need to feed data into custom software, or when you want Alivo events to kick off workflows in other tools. Webhooks give you flexibility, but your team (or a tool like Zapier) owns the receiving side.

You can also run both at the same time. A native integration keeps your primary CRM in sync, while webhooks send copies of specific events to other systems.

The right integration path depends on which CRM you run and how much custom wiring you are willing to manage. Native integrations are the set-and-forget option for supported platforms. Webhooks are the flexible option for everything else.

Still have a question this didn't answer? Reach out to our support team support@alivo.ai and we'll be glad to help.