Look up CRM contact from an AI voice agent

Look up CRM contact is a Telenow capability your AI voice agent can use during a conversation. The agent collects what it needs from the caller, then calls look up crm contact as a tool — the action happens live on the call, across phone, web, chat and WhatsApp. It's provider-agnostic, so you can connect the vendor you already use and swap later without rebuilding the agent.

Last updated 2026-06-25

How it works

1
Build or install
Start from a template or describe your agent to the AI copilot, then add look up crm contact as a tool.
2
Connect
Authorise look up crm contact and point a phone number or the web widget at your agent.
3
Go live
Test it in the browser, publish, and the agent uses look up crm contact automatically on every call.

Integrations that look up crm contact

HubSpot

Create or look up HubSpot contacts from the call. Uses a private app access token.

Intercom

Create or look up Intercom contacts from the call.

Templates that look up crm contact

Inbound sales concierge

Answers inbound sales calls, looks the caller up in your CRM for context, answers product questions, and books or transfers when there's intent to buy.

Order & delivery status

Looks up a caller's recent order and gives an accurate status and delivery estimate, escalating to a human for anything unusual.

Billing dispute intakeFlow

Calmly takes billing disputes, verifies the account, captures the disputed charge, and opens a billing ticket for review.

Subscription cancel & retainFlow

Handles cancellation requests with a respectful save attempt — understands the reason, offers a relevant alternative, and processes or escalates the cancellation.

B2B invoice follow-upFlow

Chases outstanding B2B invoices with accounts-payable contacts, confirms status, and logs the promised payment date to a sheet.

Insurance policy verificationFlow

Verifies a policyholder's identity, confirms policy and coverage details, and routes anything beyond verification to a licensed agent.

Frequently asked questions

How does an AI voice agent look up crm contact?

Telenow exposes look up crm contact as a tool the agent can call mid-conversation. When the dialogue reaches the right point, the agent triggers it with the details it collected — no human and no hold music.

Which integrations let an agent look up crm contact?

HubSpot and Intercom all provide this capability. Because it's provider-agnostic, you can swap vendors later without rebuilding the agent.

Which templates already look up crm contact?

Inbound sales concierge, Order & delivery status, Billing dispute intake, Subscription cancel & retain, B2B invoice follow-up, and Insurance policy verification use it out of the box — install one and connect your account to go live.

Does it work on phone and WhatsApp?

Yes — the capability works across phone, web, chat and WhatsApp, so the agent can look up crm contact on whichever channel the customer is on.

More capabilities

Book calendar event

Send booking link

Check calendar availability

Create CRM contact

Create CRM lead

Look up form responses

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