CRM + sales platforms
Connect Claude or GPT-4 to Salesforce, HubSpot, Pipedrive. Auto-enrich leads, draft outreach in account context, summarize call notes, push CRM updates.
AI integration services, AI integration consulting, and enterprise AI solutions — we connect Claude, GPT-4, and open models to Salesforce, NetSuite, Zendesk, Slack, and the rest of your stack. From LLM integration to full AI system integration. First integration live in 30 days. Cost-of-ownership reported monthly, per integration.
Every integration we ship looks like this loop. Data comes from your systems, AI does the judgment work in the middle, and the result writes back to the systems your team already uses. No new tabs to learn.
The AI integration solutions below are the patterns we ship most often. Whether you call it AI integration, LLM integration, AI system integration, or enterprise AI integration — the loop is the same. Almost every business has a candidate in at least three of these six categories; the audit step ranks them by ROI.
Connect Claude or GPT-4 to Salesforce, HubSpot, Pipedrive. Auto-enrich leads, draft outreach in account context, summarize call notes, push CRM updates.
Integrate AI with NetSuite, SAP, QuickBooks, Xero. Invoice extraction, PO matching, anomaly detection, expense classification with audit trail.
Pipe AI into Zendesk, Intercom, Freshdesk, ServiceNow. Ticket triage, RAG over docs, draft replies, customer-sentiment scoring on every interaction.
AI agents inside Slack, Microsoft Teams, internal portals. Meeting summarization, knowledge search across Notion, Google Drive, Confluence.
AI-powered document processing into S3, BigQuery, Snowflake. Extract structured data from contracts, claims, invoices, regulatory filings. <a href="/services/intelligent-document-processing/">See our intelligent document processing service →</a>
Integrate Claude or Realtime API into Twilio, Aircall, Five9. Voice agents for tier-1 support, appointment scheduling, IVR replacement. <a href="/services/ai-voice-agents/">See AI voice agent development →</a>
We integrate against 50+ platforms today and build adapters for the rest. Tell us what's in your stack — the audit step will tell you what's worth integrating.
Tell us your stackFour phases, milestone-billed, with explicit kill points. We start with AI integration consulting (audit + design — the strategy work), then move to the integration build, then operate it in production. If the architecture doesn't fit your stack, you walk away at the design gate — no retainer trap.
One-week integration audit. We map your systems, data flows, auth model, and compliance constraints, then rank candidate workflows by effort and ROI.
One-week architecture phase. Pick the integration pattern (event-driven, API wrapping, RAG), choose models, define the eval suite. You sign off before any code ships.
Two-week build with mid-week demos. We integrate behind a feature flag, log every call, and run shadow-mode comparisons against baseline before production deploy.
Monthly cost-of-ownership reports. We watch model drift, retry rates, and integration failures. Most clients add the next integration in month two.
The list below is the most common. We integrate against modern SaaS APIs daily and build adapters for older systems where needed (SFTP, email, browser automation as a last resort).
Every platform comes with its own auth, write semantics, rate limits, and quirks. Pick a platform on the left to see how we actually wire AI into it. This is code we'd ship in week one of your pilot.
from getwidget.connectors import Salesforce
from getwidget.agents import EnrichmentAgent
sf = Salesforce.from_env() # JWT bearer auth
agent = EnrichmentAgent(model="claude-sonnet-4")
def enrich_lead(lead_id: str) -> dict:
lead = sf.get("Lead", lead_id)
summary = agent.run(
signals=[
web_search(lead["Company"]),
sf.history(lead["Email"]),
],
tone="executive-brief",
)
return sf.update("Lead", lead_id, {
"AI_Summary__c": summary.brief,
"AI_Score__c": summary.score,
"AI_Confidence__c": summary.confidence,
})
Not every team is ready. These are the three signals — across our shipped work — that consistently separate integrations that compound value from integrations that die at the demo.
Ticket triage, document classification, lead qualification, contract review. If your team spends 20+ hours/week on a workflow that requires reading and deciding, AI integration is likely the highest-ROI move this quarter.
Modern SaaS — Salesforce, HubSpot, NetSuite, Zendesk, Slack, Microsoft 365, Notion — all have APIs we can plug into without re-platforming. If data lives only in spreadsheets, that's pipeline work first.
Integrations that ship are the ones with a named sponsor and a measurable success metric — hours saved, deflection rate, revenue lifted. Without a sponsor, AI stays on the wishlist.
Most clients begin with the audit to scope, then run a 30-day pilot on the highest-ROI workflow, then move to monthly for the next three to five integrations.
Map your stack, score the integration opportunities worth doing.
One workflow shipped end-to-end against real systems.
Embedded squad shipping the next integration on your roadmap.
The cases below are anonymized capability patterns drawn from real engagements. Named references shared under NDA once we know what you're building.
Sales reps spending 8+ hr/week researching accounts before outreach; lead records sparse and stale.
Claude-based enrichment agent pulls signals from web, LinkedIn, and CRM history. Writes structured summaries back to Salesforce lead records with confidence scores.
AP team manually keying PO data from supplier invoices; high error rate on multi-line invoices.
GPT-4 vision pipeline extracts PO data from supplier invoices, validates against ERP, routes exceptions to AP analyst with draft resolution attached.
Patient-facing helpdesk overwhelmed; tier-1 questions about coverage policy repeated daily across reps.
Retrieval-augmented support agent answers tier-1 patient questions from policy docs, drafts replies for agents, escalates compliance edge-cases automatically.
There are valid reasons to pick each approach — in-house, consulting, middleware, or a focused agency. Seven dimensions, honestly:
Pricing and timelines reflect typical GetWidget engagements; alternative columns are generalizations from public pricing pages, RFP responses, and shipped client work.
A 30-minute fit call — we'll tell you honestly whether you need an integration agency, internal hires, or a middleware platform. No pitch.
AI integration is mostly a software-engineering discipline, not a model-selection exercise. These are the three anti-patterns that consistently kill projects — and how we work around them.
Team picks GPT-4, gets clean-notebook accuracy, then production data — overlapping CRM fields, missing emails, undocumented edges — collapses it. We build the data-quality probe + eval suite BEFORE touching the model.
Integration ships, team moves to next sprint, and the AI silently drifts — a CRM field changes, an API rate-limits, prompt-injection hits the chatbot. Two months later it's been broken for weeks. Fix: monitoring + runbooks + monthly review.
Multi-step agents with tool-use and reflection sound impressive in a demo. In production they fail unfixably. For 80% of integration work, one well-prompted LLM call + retrieval + deterministic plumbing beats a complex agent.
AI integration services connect AI models and agents to the software your business already runs on — CRM, ERP, support tools, internal apps. We handle the discovery, design, build, and operational pieces: choosing the right model per workflow, designing the integration pattern (event-driven, API wrapping, RAG), writing the code, and running the system in production with logging, retries, and monthly cost reporting. The goal is workflows that pay back fast, not slide decks.
Three signals usually mean you're ready. (1) You have a workflow that's expensive in people-hours and includes natural-language judgment — ticket triage, document review, lead qualification. (2) Your data lives in modern SaaS with APIs (Salesforce, NetSuite, Zendesk, Slack) — we can plug into without re-platforming. (3) You have a buyer with a budget and a measurable success metric. If you've shipped two AI pilots that died at the demo stage, the missing piece is usually integration discipline, not better models.
The honest answer depends on the workflow. Typical patterns we ship: 30–60% time saved on tier-1 support, 70–90% straight-through processing on document workflows, 15–25% lead-quality improvement on enriched accounts. The compounding benefit is operational: each integrated workflow keeps running and feeding data back, which makes the next integration faster and cheaper. We report cost-of-ownership monthly so the ROI is visible, not theoretical.
All of the major ones, chosen per workflow. Anthropic Claude (best for long-context document work, tool use, agentic flows). OpenAI GPT-4 and GPT-4o (mature ecosystem, structured outputs, vision). Google Gemini (cost-competitive on high-volume classification). Meta Llama 3 and Mistral (self-hosted for compliance or cost-sensitive workloads, run on Modal, Replicate, or your own cloud). We're model-agnostic and openly evaluate the tradeoff per use case — latency, cost, quality, privacy.
Yes, and CRM is one of our most common integration targets. We work with Salesforce (REST and Bulk APIs, Apex when needed), HubSpot, Pipedrive, Microsoft Dynamics 365, Zoho, Close.io. Common patterns: AI account enrichment, lead scoring with explanations, call transcript summarization with CRM update, opportunity-stage advisor, churn-risk scoring. We never ask you to migrate CRM; we build adapters where APIs are weak.
Compliance posture is decided per project. For HIPAA, SOC 2, or regulated environments we use models with the right BAA or self-hosted (Claude Enterprise, Azure OpenAI, Llama on your VPC). All vendor calls disable training-on-your-data. We log every prompt and response with a 30-day retention default that you can shorten. We provide an architecture review and DPIA template at audit stage so your security team sees the full picture before code ships.
Three tiers. A one-week audit is $3,000 — discovery, system mapping, 90-day roadmap, ranked workflow candidates. A 30-day pilot integration is $10,000–$25,000 fixed price — one workflow shipped end-to-end against real systems. An ongoing integration team is from $5,000 per month — embedded PM and engineers shipping integrations on your roadmap with monthly cost-of-ownership reporting. Per-workflow run-cost (model calls, vector DB, monitoring) typically lands at $200–$1,500 per workflow per month depending on volume.
Most pilots ship in 30 days. The realistic distribution: simple integrations (CRM enrichment, ticket triage with RAG over a clean docset) in 2–3 weeks. Mid-complexity (multi-system agents, document processing with eval suite) in 4–6 weeks. Complex (regulated workflows, multi-model routing, custom evals against historical data) in 6–10 weeks. We don't quote a 30-day timeline for work that takes 90 days — the audit phase tells us which bucket you're in before any contract.
Enterprise AI solutions are AI features built into the systems your business already runs — not separate AI tools your team has to learn. A real enterprise AI solution looks like: a CRM with AI-enriched accounts (Claude summarizes call notes inside Salesforce), an ERP with AI invoice extraction (GPT-4 vision pulls PO data into NetSuite), a helpdesk with RAG-powered tier-1 deflection (a Claude agent drafts Zendesk replies from your docs). The buyer pattern is always the same: identify a high-judgment workflow with measurable cost, integrate AI where the data already lives, monitor cost and quality monthly. We've shipped enterprise AI integration across CRM, ERP, support, document workflows, internal copilots, and voice systems — same loop, different surface.
Yes — AI integration consulting is our standard entry point. The one-week consulting audit ($3K fixed) maps your systems, data flows, auth model, and compliance constraints, then delivers a 90-day integration roadmap with ranked workflow candidates, rough costs, and a target-stack diagram. You sign off on the architecture before any code ships. About 70% of clients move from AI integration consulting straight into a pilot build; the other 30% take the roadmap and execute in-house. Both are valid outcomes — we don't push clients into builds they're not ready for.
Four signals to filter on when picking an AI integration company. (1) Code ownership — your prompts, your repo, your data, not the vendor's. (2) Model-agnostic — they should ship Claude AND OpenAI AND open-source, and tell you which fits each workflow honestly. (3) Eval-first — they should rebuild your eval suite before touching the model, and run shadow-mode comparisons before any cutover. (4) Cost transparency — monthly $-per-integration reports, not slide decks. Most AI integration companies fail at least two of these. The audit phase is where you find out which ones; ask for a sample audit-output before you sign anything.
Yes to both. Claude integration is one of our most-shipped patterns — Sonnet 4.6 for long-context document workflows, Haiku 4.5 for high-volume classification, Opus 4.7 for hardest reasoning. See our <a href="/services/claude-development/">Claude development page</a> for the full Anthropic-specific picture. OpenAI integration covers GPT-5.4, GPT-5.4-mini, GPT-5.5, the Realtime API (voice agents), the Assistants API, and OpenAI Codex — see <a href="/services/openai-development/">our OpenAI development page</a>. We pick per workflow, integrate against your existing systems either way, and report cost-of-ownership monthly. The integration discipline is the same; the model is one variable.
Book a free integration audit. We'll map your stack, name the highest-ROI workflows, and give you a 90-day roadmap with rough costs. No deck, no obligation to build.
Not sure if you need an integration partner, full AI development, or just consulting? These pages go deeper on each.
Production workflow automation in 6–8 weeks.
Read more 02Full-stack AI product engineering — mobile, web, backend.
Read more 03GPT-4, GPT-4o, Realtime API integration specialists.
Read more 04Anthropic Claude integration and agentic workflows.
Read more 05Production agents — ReAct, plan-and-execute, hierarchical multi-agent.
Read more 06Production chatbots — web widget, WhatsApp, voice, Slack/Teams.
Read more 07EHR integration on Epic / Cerner / athena / Veeva — BAA, PHI scrub, audit log.
Read more 08Plant-stack integration — SAP BAPI · Oracle REST · Ignition · FactoryTalk · OPC UA read-only on PLCs.
Read more 09Legal stack integration — Relativity / Everlaw / iManage / NetDocuments / Clio / Ironclad.
Read more 10Travel distribution integration — Amadeus / Sabre / Travelport / NDC with PNR-scoped audit log.
Read more 11EdTech stack integration — Canvas / Blackboard / Moodle LMS + Banner / Workday SIS with FERPA-scoped audit log.
Read more 12HR stack integration — Workday / BambooHR / SuccessFactors / Greenhouse / Lever / Ashby with LL144 + AIVA + ADA-scoped audit log.
Read more 13Insurance AI audit + roadmap — claim-lifecycle state machine, underwriting capacity sankey, and fraud-network mapping before any core-system integration.
Read more 14Fintech stack integration — Alloy / Persona / Plaid / Unit21 / Quantexa / Feedzai / Sardine with SR 11-7 model-risk + SEC 17a-4 record retention.
Read more