HeyEthan.ai CRM & Lead Management

Turn Conversations Into
Organized Opportunities.

Connect captured inquiries to the systems your team uses to manage customers. Keep contact details, intake information, and approved follow-up actions moving through a workflow built around your business.

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Connect Your CRM

Keep Your Team Working in Familiar Systems

We review your CRM, required fields, and follow-up process to configure the appropriate connection. Available actions depend on your platform and account.

GoHighLevel

Direct Contact & Booking Tools

Retrieve or create a contact, check calendar availability, and book an appointment through your configured GoHighLevel workflow.

HubSpot

Custom or Workflow Connection

Scope a connection for captured contact details, approved CRM properties, and relevant call information within your HubSpot process.

Salesforce

Custom or Workflow Connection

Review your lead and contact structure to define how captured inquiries should enter your Salesforce environment and reach the appropriate team.

Zoho CRM

Custom or Workflow Connection

Configure an approved workflow for lead or contact information, relevant intake fields, and follow-up within your Zoho CRM setup.

Pipedrive

Custom or Workflow Connection

Connect captured inquiries to your approved contact and sales process, with relevant call details available for your team’s next action.

Close

Custom or Workflow Connection

Scope lead intake and call-information delivery around your Close sales workflow, including approved fields and follow-up requirements.

Connections may use provider tools, an automation platform, or a custom API integration. Account permissions, subscription requirements, supported actions, and costs are confirmed before implementation. Logos identify platforms and do not imply endorsement or partnership.

More Than a Name and Number

Give Your Team the Context to Follow Up

We define which information your assistant collects and how it should appear in the connected system.

Structured Lead Intake

Capture contact details, the reason for calling, service needs, preferred timing, and the qualifying questions approved for your business.

Useful Call Information

Deliver a clear summary and relevant intake details to the approved CRM record or workflow, where supported by the configured connection.

A Defined Next Step

Connect the inquiry to an approved follow-up action: a team notification, appointment, review task, or customer onboarding process.

Accounting & Practice Management

Connect Intake to the Way Your Firm Works

Accounting firms often manage client relationships in specialized systems. We review the available connection options and scope the appropriate intake or administrative workflow.

TaxDome

Zapier-Based Connection

Review supported account and contact actions to connect approved intake information with your firm’s TaxDome process.

Karbon

Custom API Connection

Scope supported client-record and administrative workflows through Karbon’s API, based on your account access and requirements.

Canopy

Zapier-Based Connection

Review supported client and contact workflows to move captured intake details into your Canopy environment.

QuickBooks Online

Custom or Workflow Connection

Discuss a separately scoped customer-record or accounting workflow. QuickBooks is an accounting system rather than a sales CRM.

Start with the workflow your firm needs. A connection for new-client intake is different from accessing financial records or reporting account status to a caller. Those additional capabilities require separately defined access and verification rules.

Custom Configuration

Your CRM Should Receive Information It Can Use.

We map the caller’s information to the fields and records your team actually uses. That includes deciding what creates a new inquiry, what belongs with an existing contact, and what needs staff review.

Your approved workflow is tested before launch, including the next step when a connection fails or a record cannot be matched confidently.

What We Define With You

  • Intake fields: The information needed for each type of inquiry.
  • Record destination: Where contacts, leads, and call details belong.
  • Matching rules: How existing records are identified, where included.
  • Ownership: Who receives or reviews each request.
  • Follow-up: The approved notification or next action.
  • Exceptions: How missing information and failed updates are handled.
In Development

Our Own HeyEthan.ai Client Portal

We’re developing a dedicated client portal as part of the HeyEthan.ai experience. Its available features and connections will be explained as they are completed and validated.

We’ll review your existing CRM alongside your broader implementation needs to determine where information should be managed.

Common Questions

CRM Connections, Explained.

Do we need to change our CRM?

Not necessarily. We begin with the system you use and review its available connection options. If the required workflow is not supported, we’ll explain the alternatives before implementation.

Are all of these direct, built-in integrations?

No. GoHighLevel offers direct contact and scheduling tools. Other connections may use an automation platform or custom API work. Your proposal identifies the selected approach and supported actions.

Can you prevent duplicate contacts?

Where included and supported, we configure record matching using approved identifiers such as an email address, phone number, or existing record ID. We confirm the matching and exception process with you during setup.

Can the assistant read existing customer information?

A read-back workflow is separate from sending intake information into your CRM. We review the required access, caller verification, and information that may be disclosed before committing to that capability.

What if our platform is not listed?

Tell us what you use and what you want to accomplish. We review its API, automation options, and access requirements to determine whether a custom connection is feasible.

Is custom integration work included in every plan?

Your proposal defines the included connection and workflow. Custom development, complex mappings, additional systems, and third-party subscriptions are identified separately where applicable.

Connect the Conversation to Your Next Opportunity.

Tell us which CRM or practice-management platform you use and what should happen after a call. We’ll help define the right workflow.

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