Works with your CRM, or replaces it.
Keep your CRM, use Deal Scanner, or connect your wider stack. Reach 8,000+ apps through Zapier and build custom workflows with our REST API, MCP server, and webhooks.
8,000+ apps. And the tools you build.
Use Zapier to connect the apps you already work in, or build a custom connection with our API, MCP server, and webhooks. Available actions depend on the connection and permissions you choose.
Zapier, API, MCP, and webhooks
Explore Zapier workflows →ZapierConnect to 8,000+ apps through Zapier. Send new leads into RevDesk and trigger your other tools when calls finish or appointments are booked.
- APIRead the API docs →REST API
Build RevDesk into your own software. Place calls, send messages, manage contacts, and create tasks with organization-scoped access.
- MCPConnect an AI tool →MCP
Connect your AI tools to RevDesk. Let authorized agents place calls, send SMS, and read call history and usage through the Model Context Protocol.
- WHExplore webhook events →Webhooks
Keep your systems in sync as work happens. Receive signed events for calls, messages, bookings, and task outcomes, or send new leads into RevDesk.
Everything RevDesk connects to.
RevDesk reads the customer context it needs, completes the conversation and the next step, then records the result in the systems your team already opens.
Dealership systems
TekionKeeps inventory and customer records current, then writes the activity RevDesk completes.
IDSLive unit inventory from IDS, so every quote and appointment names the exact unit on the lot.
vAutoReads the merchandised inventory and pricing, so answers match the listing the customer saw.
Customer systems
HubSpotReads the contact and deal, then writes the call, the outcome, and the next step.
SalesforceReads the lead, account, and opportunity, then records activity, stage, and owner.
PipedriveReads the person and deal, then logs what happened and moves the deal forward.
Zoho CRMReads the lead record, then writes the activity, the appointment, and the next action.
CloseReads the lead and opportunity, then logs every call and message RevDesk completes.
AttioReads the record and the people on it, then writes the result of the conversation.
- DSDeal Scanner
RevDesk's built-in CRM. Keep the customer, deal, paperwork, and follow-up here instead of connecting one.
Calendars
Google CalendarReads real availability and books, moves, or cancels the appointment.
Microsoft 365Checks the team calendar and books the visit with the right person.
Apple CalendarReads open time and writes the confirmed appointment back.
Zoho CalendarReads availability and books the next step on the owner's calendar.
Channels
WhatsAppMessages the customer and keeps the replies in one continuing conversation.
SlackPosts the handoff and the result where your team already works.
TelegramMessages the customer and carries the reply into the same thread.
IntercomAnswers the chat, then books or hands the conversation to a person.
Lead sources and automation
TypeformTurns a completed form into a lead RevDesk calls or messages right away.
Google SheetsReads a list of customers to work and writes the outcome next to each row.
InstantlyHands email replies to RevDesk so the qualifying and booking continue by phone or text.
HeyReachHands social replies to RevDesk so the follow-up keeps going on another channel.
- ADFADF lead feeds
Accepts ADF leads from your providers and starts outreach the moment one arrives.
Approve what RevDesk can read, change, and write back.
Connection scope varies by vendor, account permissions, fields, location, and use case.
Fields and records RevDesk can read
Actions and writeback RevDesk can complete
Failure, duplicate, exception, and human-review paths
Keep the system each person needs.
- Revenue teamsOpen the customer record and see the conversation and next action.
- OperatorsChoose what RevDesk can read, change, book, and write back.
- DevelopersUse APIs, webhooks, SDKs, and MCP when a packaged connection is not enough.
Before you decide.
Can we connect tools that are not listed here?
Yes. Zapier connects RevDesk workflows to a network of 8,000+ apps, using the triggers and actions available for each connection.
Developers can also build with the REST API, connect AI tools through MCP, and send or receive webhook events.
Do we need to replace our CRM?
No. RevDesk can connect to the systems your team already uses.
If you want fewer tools, Deal Scanner can also become the working customer and deal record.
Will every connection support the same actions?
No. Available records, fields, bookings, and writeback actions vary by vendor and account permissions.
We confirm the useful working scope in your environment before launch.
What happens when an update fails?
RevDesk keeps the customer conversation and the attempted action visible.
The workflow can retry, route the exception for review, or hand the next step to a person based on your rules.
Can our developers build a custom connection?
Yes. Teams can use RevDesk APIs, webhooks, SDKs, and MCP when a packaged connection is not enough.
The developer page explains the available integration model and launch controls.
Trusted by growing businesses
Every rooftop
One shared view
Every lead
Answered and logged
DeMontrond Auto Group
Automotive
20
Warm provider leads
1 week
Campaign length
Somo Financial Group
Provider outreach
$44
Per qualified lead
12,000
Conversations handled
Bluegrass Lending Group
Commercial lending
Every weekend
Walk-throughs booked
Same day
Every reply
Camperland RV
Specialty vehicles
More bids won
On projects worth building
One thread
Per customer
Coastal Builders
Home improvement
More founders
Reached to signup
Same day
Answers for applicants
UC Berkeley SCET
Education
Bring one lead source, CRM, and calendar.
We will show what RevDesk handles, what it updates, how failures surface, and exactly what your person receives.
- One customer journey
- The fields RevDesk can use
- Updates and human review
