Each system remains its own source of truth
Your CRM still holds the lead or customer status. Your calendar still holds the meeting. A document still lives where the team manages it. GIMMI does not move the business into another platform. It moves the work between systems under rules agreed in advance.
Before connecting anything, we define which data enters the workflow, which actions are needed, and where approval is required. Every setup is matched to the business's systems and accounts, so the consultation also checks the specific product, account type, and access available.
AI agents for WhatsApp and for ERP and CRM systems
An AI agent for WhatsApp can receive an enquiry, collect the details needed for the workflow, and pass them to a CRM or the right person. AI agents for ERP and CRM systems are designed around the data and actions each system makes available, under permissions approved by the business; they do not replace those systems as sources of truth.
For Priority ERP, the connection shown on this site reads customer, supplier, order, and item data within the account and system permissions. Other actions are assessed against the system, account type, and available access. See how a connection fits a workflow in custom AI agent development and in the guide to connecting WhatsApp, CRM, and a calendar.
Integration categories that are live today
Every integration category shown on the website is live. The table describes the role each one can play in a workflow. The exact connection is selected around the tools already in use.
| Category | What it can do in a workflow | Example |
|---|---|---|
| Receive an enquiry, ask questions, send an update, or hand over to a person. | Talk to a lead before creating a record. | |
| CRM | Read and save contact details, status, tasks, and notes. | Create a lead and record the next step. |
| Receive a message, prepare or send a response, and record correspondence. | Route an enquiry and confirm receipt. | |
| Calendars | Check availability and create, update, or cancel an event when permitted. | Schedule a meeting and save its link in the CRM. |
| Documents and files | Read, extract, create, or save information in Google Drive, OneDrive, PDFs, and other files. | Turn a document into structured rows for review. |
| Operations | Route a task, update its state, and preserve context across systems. | Open a team task with all relevant details. |
| Finance | Move approved data, prepare a check, or flag an exception. | Flag a missing match before human review. |
 Priority ERP | Read customer, supplier, order, and item data within the account and system permissions. | Bring together order details for review and a team update. |
| ERP systems | Connect other ERP systems through the APIs and permissions available in each system. | Move approved data between the ERP and the team’s workflow. |
When there is no ready-made connector
GIMMI also builds bespoke connections through APIs, Webhooks, CSV files, SFTP transfers, and internal systems. We choose the simplest stable path the system supports, without adding another layer when an existing connection already does the job.
During consultation, we check documentation, permissions, rate limits, data shape, and a safe way to test. If a system does not support a particular action, the workflow is designed around that limit instead of promising a connection that does not exist.
Who controls connections and permissions
The customer connects accounts it owns or is authorized to manage. GIMMI requests only the access required for the agreed work, and the AI employee acts only on approved fields and actions. Approval points, user-level limits, and rules for human handoff can all be defined.
Passwords and sensitive information that the workflow does not need should not be sent in chat. Where possible, we use the system's official authorization path. An authorized administrator can revoke access, at which point the dependent action stops and shows a clear status.
What happens when something fails
A reliable connection must distinguish a new action from a retry, recognize information that was already handled, and leave a trail that can be checked. The design therefore accounts for stable identifiers, duplicate prevention, success and failure states, and retries only where they are safe.
If an external system is unavailable, data is missing, or an action is rejected, the workflow should not pretend the work is complete. It records the state, stops at the right point, and alerts the person responsible for what happens next.
Example: a WhatsApp lead becomes a recorded meeting
- A new message arrives in WhatsApp.
- The AI employee collects only the required details and checks whether the contact already exists.
- The CRM record is created or updated without duplication.
- The calendar offers available times under the approved rules.
- Once selected, the meeting is saved and the CRM status is updated.
- If information is missing or judgment is needed, the conversation reaches a person with the context already collected.
This is an illustrative example. The exact design depends on the business's systems, permissions, and working process. The guide to connecting WhatsApp, CRM, and a calendar covers design, duplicate prevention, and testing in detail.
What to bring to an integration mapping
- The names of the products and accounts used in the workflow today.
- Someone authorized to approve the connection and its access scope.
- A real example of the incoming information and desired result.
- A list of actions that may run automatically and actions that need approval.