> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://poly-ai.ferndocs.com/integrations/crm/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://poly-ai.ferndocs.com/_mcp/server.

# CRM

## Docs

- [Salesforce](https://poly-ai.ferndocs.com/integrations/crm/salesforce.md): Connect your PolyAI agent to Salesforce for customer data lookup and case management.
- [Zendesk Talk](https://poly-ai.ferndocs.com/integrations/crm/zendesk-talk.md): Connect to Zendesk Talk to route inbound calls and hand off calls to live agents through SIP.
- [Zendesk Ticketing Solutions](https://poly-ai.ferndocs.com/integrations/crm/zendesk-ticketing-solutions.md): Connect your PolyAI agent to Zendesk for ticket lookup, creation, and updates using API token authentication.