8. Integrations — Overview and Information Flow
The Integrations module allows you to connect NoviaMind to your existing tools: real estate CRMs, calendars, and third-party platforms. Once connected, information captured during calls automatically flows into your tools — without any manual data entry.
Access integrations from "Integrations" in the main menu.
8.1 Overview
The Integrations page is organized into two categories:
| Category | Available tools | Role |
|---|---|---|
| Calendars | Google Calendar, Outlook, Apple Calendar, CalDAV | Bidirectional appointment synchronization |
| CRM | HubSpot, Netty | Prospect and property synchronization |
💡 Calendar integrations are documented in detail in the Calendar & Appointment Booking section. This section focuses on CRM integrations and automatic information flow.
8.2 How Information Flows Automatically
Each call handled by the AI agent can generate or update a record in your CRM. The flow works as follows:
- Inbound call — The AI agent collects information (name, first name, phone, project, budget, location, status)
- End of call — An AI summary is automatically generated
- Sync triggered — Based on the configured mode (real-time, scheduled, or manual)
- Prospect record created or updated in the connected CRM
Upstream vs downstream synchronization
| Direction | Meaning | Example |
|---|---|---|
| Upstream (↑ to CRM) | NoviaMind sends to the CRM | New prospect captured by AI → created in HubSpot |
| Downstream (↓ from CRM) | CRM sends to NoviaMind | Properties imported from Netty → available to the agent |
| Bidirectional | Both directions active | Real estate agents synced in both systems |