Cintesa
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CRM

Connect a CRM so new Cintesa contacts can sync out of the project.

Last updated on

Open Integrations → CRM.

Plan-related feature. Available on Pro or higher (CRM connections). On Basic and Starter the dashboard shows an upgrade notice. See Plans.

Integrations CRM in the Cintesa dashboard

  1. Connect the destination your team already uses.
  2. Complete the provider’s consent screen.
  3. Send a test contact from a staff-owned project.

Contacts sync when a visitor submits. If a send fails, open Delivery status and use Retry failed jobs. Conversation behavior (“when to ask for a name”) stays in Agent Instructions.

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Scheduling

Turn on Cintesa booking, add bookable team members, assign them to a service, then take appointments.

Agent tools

Connect tools the Cintesa agent may call — this tab is Agent tools, not Connected tools.