Integrations
Does Plaibook work with your stack?
Phone systems, field service platforms, CRMs, and marketing tools. Here is what connects, how data flows, and what you need to get started.
Currently supporting 11 phone systems, 3 FSM platforms, and 4 additional tools.
All integrations at a glance
Five9
Dialpad
RingCentral
Genesys Cloud
Zoom Contact Center
GoTo Connect
CallRail
CallTrackingMetrics
Nextiva
Quo
GoHighLevel
FieldRoutes
ServiceTitan
Briostack
PestPac
JobberGoHighLevel CRM
Slack
SignWell
Google Analytics 4Phone Systems
Your calls, automatically captured
Plaibook connects to your phone platform and pulls every call recording for scoring. No hardware, no browser extensions, no changes to how your reps make calls.
Five9
SFTP push to S3
~5 min setupAuto-provisioned SFTP credentials
Five9
SFTP push to S3
Data captured
Call recordings, metadata, agent assignments
Connection method
SFTP push to S3
Authentication
Auto-provisioned SFTP credentials
Five9 pushes call recordings and CDR data to a dedicated SFTP endpoint that lands in S3. Plaibook pulls additional metadata from Five9's SOAP API (agent, disposition, call segments) so attribution stays accurate, even across warm transfers.
Dialpad
Real-time webhook
~5 min setupAPI key
Dialpad
Real-time webhook
Data captured
Call recordings, transcripts, agent info
Connection method
Real-time webhook
Authentication
API key
Dialpad fires a webhook when a call ends. Plaibook grabs the recording URL, downloads the audio, and starts scoring it within seconds. You can filter by inbound, outbound, or all calls.
RingCentral
OAuth 2.0 polling
One-click setupOAuth 2.0 (one-click authorize)
RingCentral
OAuth 2.0 polling
Data captured
Call recordings, call log, agent details
Connection method
OAuth 2.0 polling
Authentication
OAuth 2.0 (one-click authorize)
RingCentral connects through a standard OAuth flow. Plaibook polls the call log API for completed calls, downloads recordings, and scores them. Also works with RingCentral Team Messaging for coaching notifications.
Genesys Cloud
Direct S3 write (BYOB)
~30 min with our teamOAuth 2.0 client credentials
Genesys Cloud
Direct S3 write (BYOB)
Data captured
Call recordings, conversation analytics, queue data
Connection method
Direct S3 write (BYOB)
Authentication
OAuth 2.0 client credentials
Genesys Cloud writes recordings directly to Plaibook's S3 bucket via cross-account IAM (Bring Your Own Bucket). No polling, no file transfers. Recordings land in S3 as soon as Genesys finishes processing them.
Zoom Contact Center
Server-to-server OAuth
~5 min setupServer-to-Server OAuth app credentials
Zoom Contact Center
Server-to-server OAuth
Data captured
Call recordings, contact center interactions
Connection method
Server-to-server OAuth
Authentication
Server-to-Server OAuth app credentials
Connects via Zoom's Server-to-Server OAuth. Plaibook syncs call recordings from your Zoom Contact Center and scores them. No per-user OAuth flow required.
GoTo Connect
OAuth 2.0 with webhooks
One-click setupOAuth 2.0 (one-click authorize)
GoTo Connect
OAuth 2.0 with webhooks
Data captured
Call recordings, call events, agent extensions
Connection method
OAuth 2.0 with webhooks
Authentication
OAuth 2.0 (one-click authorize)
GoTo Connect authenticates through OAuth and subscribes to call event notifications. When a call completes, Plaibook fetches the recording and scores it.
CallRail
HMAC-signed webhook
~5 min setupAPI token
CallRail
HMAC-signed webhook
Data captured
Call recordings, tracking numbers, source attribution
Connection method
HMAC-signed webhook
Authentication
API token
CallRail pushes completed calls via HMAC-signed webhooks. Plaibook captures the recording, caller info, and CallRail's marketing attribution data (which campaign, which keyword) so you get call scores tied to ad spend.
CallTrackingMetrics
Webhook push
~5 min setupAccess key + secret key
CallTrackingMetrics
Webhook push
Data captured
Call recordings, tracking data, agent info
Connection method
Webhook push
Authentication
Access key + secret key
CTM pushes call events via webhook when recordings are ready. Plaibook downloads the audio and scores it. You can auto-process all new calls or do manual batch imports.
Nextiva
SFTP push to S3
~5 min setupAuto-provisioned SFTP credentials
Nextiva
SFTP push to S3
Data captured
Call recordings, CDR data
Connection method
SFTP push to S3
Authentication
Auto-provisioned SFTP credentials
Nextiva pushes call recordings and CDR data daily via SFTP, similar to the Five9 flow. Plaibook provisions SFTP credentials automatically and scores recordings as they arrive.
Quo
Webhook push
~5 min setupAPI key
Quo
Webhook push
Data captured
Call recordings, SMS messages, transcripts
Connection method
Webhook push
Authentication
API key
Quo (formerly OpenPhone) sends webhooks for completed calls, messages, and transcripts. Plaibook receives recordings in real time and can run both call scoring and SMS follow-up.
GoHighLevel
API polling
~5 min setupAPI key or OAuth 2.0
GoHighLevel
API polling
Data captured
Call recordings from GHL's built-in phone
Connection method
API polling
Authentication
API key or OAuth 2.0
For companies using GHL's built-in phone system, Plaibook polls for new call recordings and scores them. This is separate from GHL's CRM integration (listed below).
Field Service Management
Read and write to your FSM
Plaibook's AI reads and writes to your FSM. It books appointments, creates customers, generates contracts, and collects payments in your system. The customer stays in the text conversation the whole time.
FieldRoutes
Deepest integration~30 min with our teamFull bidirectional sync via REST API
The most complete integration Plaibook offers. Over SMS, the AI can look up real-time availability, book a confirmed appointment on the right route, create the subscription, send the contract, and collect payment. The whole sale happens in a text thread without anyone touching the FSM. Data syncs both ways on a schedule, with webhooks for real-time commission tracking.
Data flow between Plaibook and FieldRoutes
Plaibook
AI SMS agent
Call scoring
Lead recovery
Commission tracking
FieldRoutes
Customers & history
Routes & availability
Subscriptions & pricing
Payments & contracts
What Plaibook reads from FieldRoutes
- Customer records and service history
- Available appointment slots by route and zip code
- Subscription and contract status
- Payment status and portal links
- Service types and pricing
What Plaibook writes to FieldRoutes
- Create new customers from phone conversations
- Book confirmed appointments on specific routes
- Create subscriptions with pricing and frequency
- Generate and send service contracts for e-signature
- Send payment portal links via SMS
- Add notes to customer records
Auth: API key + token (from FieldRoutes API settings)
ServiceTitan
ServiceTitan uses OAuth 2.0 client credentials internally, but you enter them directly in Plaibook (no redirect flow). The AI checks availability, creates customers, and submits booking requests. ServiceTitan bookings land in the dispatcher queue as pending requests, not confirmed appointments. A dispatcher accepts and converts them to jobs.
Reads
- Customer and location records
- Job types and business units
- Real-time availability (with Scheduling Pro)
- +1 more
Writes
- Create booking requests (pending dispatcher approval)
- Create or match customer records
- Add notes to customer accounts
Briostack
Briostack connects via REST API with per-instance subdomains. Availability is service-based: the AI asks for a specific service at a specific branch. Briostack has a native slot reservation system, so Plaibook can hold a time while the customer decides and release it if they decline. Appointments are confirmed, not pending.
Reads
- Customer records
- Available appointment slots by service and branch
- Service area coverage
- +1 more
Writes
- Book confirmed appointments with native slot reservation
- Create or match customer records
- Log communications to customer history
PestPac
PestPac integration is on the roadmap. If you run PestPac, contact us and we can prioritize and scope the build. Typical new FSM integrations take 2-3 weeks from kickoff to production.
Jobber
Jobber integration is on the roadmap. If you run Jobber, contact us and we can scope the integration for your specific workflow. Typical timeline: 2-3 weeks.
CRM, Analytics & Communication
Close the loop
Sync outcomes to your CRM, send conversion data to your ad platform, and notify your team when something needs attention.
GoHighLevel CRM
Beyond call recording import, GHL is also a full CRM integration. Plaibook imports contacts from GHL pipelines, syncs conversation outcomes back as opportunity stage changes (won/lost/abandoned), and can send SMS through GHL's Twilio-backed phone numbers. Pipeline sync runs automatically.
Auth: API key or OAuth 2.0
Slack
Plaibook posts to Slack channels with coaching DMs for reps, leaderboard updates, alerts when calls need attention, and daily or weekly performance summaries. RingCentral Team Messaging works as an alternative if you don't use Slack.
Auth: OAuth 2.0 (one-click install)
SignWell
After the AI books an appointment and the customer is ready to sign, Plaibook sends a SignWell document right in the SMS thread. The customer signs on their phone without leaving the conversation. A webhook confirms when the document is completed.
Auth: API key
Google Analytics 4
Plaibook sends conversion events to GA4 via the Measurement Protocol when calls result in booked appointments or closed deals. You can also upload offline conversions to Google Ads for campaign optimization using actual revenue data instead of lead counts.
Auth: GA4 Measurement ID + API secret
Quick Guide
Which integrations do I need?
It depends on what you want Plaibook to do. Here is a simple way to think about it.
“I just want call scoring and coaching.”
Connect your phone system only. That gets you automated scorecards, rep leaderboards, coaching alerts, and performance trends. No FSM or CRM needed.
Typical setup: under 5 minutes
“I want AI SMS to recover missed leads.”
Connect your phone system plus your FSM. The phone integration captures calls. The FSM integration lets the AI text leads, check availability, book appointments, send contracts, and collect payments without a human.
Typical setup: 30-minute call with our team
“I want the full picture: calls, SMS, and attribution.”
Connect everything: phone system, FSM, CRM, Slack, and GA4. You get call scores, AI-powered lead recovery, pipeline sync, team notifications, and conversion data flowing back to your ad campaigns so you can optimize spend on what actually closes.
Typical setup: under an hour total, done in stages
Setup
How setup works
Connect your phone system
Most integrations need an API key or an OAuth "Authorize" click. SFTP-based systems (Five9, Nextiva) get credentials generated for you. Usually takes under 5 minutes.
Backfill historical calls
Plaibook imports up to 90 days of past call recordings so your dashboards and leaderboards have real data from day one. The backfill runs in the background and usually finishes in a few hours.
Connect your FSM (if applicable)
If you want SMS campaigns that book appointments and close deals, connect your field service platform. You will need API credentials from your FSM admin portal. Plaibook runs an initial sync to cache your customers, routes, and service types. Setup call with our team takes about 30 minutes.
Go live
New calls flow in automatically and scoring starts right away. SMS campaigns launch when you are ready. No training period, no minimum data requirements.
What your IT team will need to do
API-key integrations(Dialpad, CallRail, CTM, FieldRoutes, Briostack): an admin generates an API key in the platform's settings.
OAuth integrations(RingCentral, GoTo Connect, Slack): an admin clicks "Authorize" and approves the permission request.
SFTP integrations (Five9, Nextiva): Plaibook generates the credentials, your admin configures the SFTP destination in your phone system.
No custom development, no firewall changes, no VPN.
Don't see your tool?
We build new integrations regularly. Phone system integrations take 1-2 weeks. FSM integrations with bidirectional sync, booking, and payments take 2-3 weeks. If your platform has an API, we can connect it.
Current requests in the pipeline: PestPac, Jobber, Housecall Pro, and Pocomos. Tell us what you use and we will scope the timeline.