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Connect your CRM

Who: whoever has admin access to your CRM, often you, sometimes an office manager. Time: 15 to 45 minutes depending on which system you run, most of that is inside your CRM's own settings, not AutoRev's.

Why this step matters more than the others​

Until your CRM is connected, your AI receptionist can have a conversation and take a message, but it cannot check your real calendar or put a job on your schedule. This is the step that turns a message-taker into a receptionist that actually books.

Where to go​

In your AutoRev dashboard, go to Settings, then Integrations. You'll see a card for every CRM AutoRev supports. Click the card for the one you run.

Each card shows a step-by-step guide for that specific CRM, where to find your API key or how to connect, right there before you're asked to enter anything. Follow it.

Written, detailed versions of each guide:

Don't see your CRM listed, or not sure which one you run? Ask Megan, or email support@autorev.ai.

What happens after you connect​

The card turns green the moment your credentials are validated. Right after that, AutoRev starts pulling in your job history in the background, this can take anywhere from a few minutes to a few hours depending on how much history you have. You don't need to wait for it to finish before moving to the next step, your AI can already book new jobs.

Next​

Check your voice agent is actually live.