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Integrations

Connect the systems your agent works in.

Bring your own numbers, answer on WhatsApp, and connect the tools your team uses.

Phone numbers: Twilio and Telnyx

Use the numbers you already have

If your numbers are on Twilio or Telnyx, link the account once and import them. The numbers stay in your carrier account, and your carrier keeps billing you for them. Careflow changes the incoming-call setting on each number you import, so callers reach your agent.

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How it works

  1. 01

    Connect your carrier.

    Enter your Twilio Account SID and Auth Token, or your Telnyx API v2 key. Careflow tests them before saving.

  2. 02

    Pick the numbers.

    Select the numbers from your account and import them.

  3. 03

    Choose who answers.

    Give each number to an agent. A clinic group with five Twilio lines can give each branch its own agent.

WhatsApp

Answer customers on the app they already use

Customers message your business on a number they already have saved. Your agent replies as your business through Meta's official WhatsApp Cloud API, using the same knowledge and procedures as on the phone.

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How it works

  1. 01

    Connect your number.

    Follow Meta's guided signup, which takes about five minutes. If it is unavailable, connect manually with an access token and your phone number and business account IDs.

  2. 02

    Choose the agent.

    Pick which agent answers the number in Settings. A number reaches one agent at a time.

  3. 03

    Publish.

    Only published agents reply, so publish before you share the number.

Let the agent read and act

Integrations6
Google CalendarConnected
GmailConnected
Google SheetsConnected
HubSpotConnected
SlackConnected
ShopifyConnected

Connect a service once

The whole workspace shares the connection.

Careflow

Check availability · List events · Create an event

Send an email

Read cells · Add a row · Update a cell

Find a contact · Create or update a contact · Create a deal · Add a note

Post a message · List channels

Find a customer · Check an order · Search products · Add an order note

Build tools from it

Give them to an agent or a playbook. Connecting alone does not give an agent anything to do.

Google Calendar, Gmail and Google Sheets are separate connections, so connecting Calendar does not give Careflow access to your inbox.

Need something else?

Build your own tools against any API, and start automations from your own systems with a webhook.

Questions

Can't find what you're looking for? We're happy to walk you through it.

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Do I need to port my numbers to Careflow?

No. They stay in your Twilio or Telnyx account. Careflow points incoming calls to your agent.

Does Careflow sell phone numbers?

Yes, in the US and Canada. You can also bring your own numbers from Twilio or Telnyx.

Why is Twilio not in the integrations catalog?

Twilio is a phone carrier connection. You link it under Settings, Channels, Phone.

Can the same agent answer calls and WhatsApp?

Yes. One agent can serve a phone number and a WhatsApp number, and a change reaches every channel.

Can I use my existing WhatsApp number?

Only if it is not active on the WhatsApp consumer app or with another Cloud API provider. Otherwise use a dedicated number.

What if the connection breaks?

The integration shows a connection issue or an expiring status. A Manager can reconnect it from the same page.

Which CRMs and booking systems are supported?

HubSpot today.

See it on your own number.

Book a demo and we will connect Twilio or WhatsApp to an agent with you.

Book a demoWe'll show you an agent set up for your business.