Integrations

Connections to your CRM, carriers, mail, calendars and payments.

CRM coexistence

Adapters let Sundial and your CRM coexist.

Sundial treats an external CRM as a peer. Contacts, companies and deals sync both ways.

  • Deals import as Sundial engagements; you choose which Sundial pipeline they use
  • Calls, notes and emails logged in another system appear on the Sundial timeline; calls, notes and emails from Sundial are pushed back
Connections

Telephony, messaging, mail, calendars and payments.

Telephony

  • Voice carriersSIP trunks and domains, call routing and media streams for recording and live coaching
  • Phone numbersSearch and buy local or toll-free numbers
  • Number portingSelf-serve port-in with a generated Letter of Authorization
  • Caller identityBusiness verification, A2P 10DLC registration, caller-ID name and SHAKEN/STIR signing

Messaging

  • WhatsAppMeta Cloud API via Embedded Signup; your own business account and token
  • WhatsApp FlowsGuided forms inside the chat, such as a credit application
  • SMSSTOP keywords written straight to the consent record
  • Web chatSite widget with SMS verification

Email

  • GmailSend and receive on connected mailboxes
  • Microsoft 365Mail and contacts through Microsoft Graph
  • SMTPTransactional and campaign sending from your own domain

Calendars and contacts

  • Google CalendarTwo-way appointment sync per member
  • Microsoft CalendarTwo-way sync through Microsoft Graph
  • Google ContactsImport and sync
  • Microsoft ContactsImport and sync

Payments and finance

  • Stripe ConnectYour own account; deposits can gate a pipeline stage
  • Financing sourcesWebhook adapter for lender decisions, with a sandbox for testing
AI and voice providers

Model and voice are chosen per agent.

Gemini Live and GPT-Live run full-duplex inside Sundial. ElevenLabs, PersonaPlex and LiveKit pipelines run alongside them.

Your own tools

An MCP registry for your organization's tools.

Register your own MCP servers and attach them to agents like any other tool pack.

Need a connection that isn't listed?