🔌 Integrations

Connects to What You Already Run

Call recordings from your own Google Drive. Leads from Meta and IndiaMART. Messaging through WhatsApp Cloud API. Billing through Marg or Busy when you need it.

What does Allota AI integrate with?

Allota AI connects to Google Drive for call recording sync, Meta Suite for Facebook Lead Ads and Instagram forms, WhatsApp Cloud API for messaging, IndiaMART for buyer enquiries, and optionally Marg ERP 9+ or Busy for accounting, stock and credit ledger. Bulk Excel and CSV import covers everything else.

5Live integrations
Your DriveCall audio
WhatsApp Cloud APIMessaging
Marg 9+ / BusyERP
✓ Live product, running today ✓ Hinglish-ready ✓ Your call audio stays on your Drive
Works with Google Drive· Meta Lead Ads· Instagram· WhatsApp Cloud API· IndiaMART· Marg ERP 9+· Busy· Excel

See this running on your own numbers

Twenty minutes, screen shared. We open a real call brief and walk the workspace — no slide deck.

Google Drive — call recording sync

You connect one master Drive folder. Recordings filed as Employee Name / YYYY-MM-DD / Recording.mp3 are parsed in place and turned into transcribed briefs. The audio never moves to our servers, which keeps sensitive commercial conversations entirely under your control.

Meta Suite — Lead Ads, Instagram and WhatsApp

Facebook Lead Ads and Instagram instant forms flow straight into the Lead Center with their source attached. WhatsApp Cloud API handles outbound messaging, including the AI-drafted follow-ups sent after an unanswered call.

IndiaMART — buyer enquiries

For most Indian pharma businesses IndiaMART is a primary channel for PCD franchise intent. Enquiries arrive as leads with the source recorded, and can auto-assign to the representative who handles that channel.

Marg ERP 9+ and Busy — optional

The Core Suite runs with no ERP connection and no ERP fee. If you want billing inside the same workspace, the Commercial ERP tier syncs invoices on a background schedule and adds clients master with GSTIN, territory monopoly mapping, Stock IQ with expiry watch, reorder cadence and the credit ledger. Marg and Busy licence their API separately — see pricing.

❓ Questions

Frequently asked questions

Do I need Marg ERP to use Allota AI?
No. The Core Lead and Telecaller Suite is fully functional without any ERP connection and carries no Marg API fee. ERP sync is an optional upgrade.
Does Allota AI store our call recordings?
No. Recordings stay in your Google Drive and are parsed in place. There is zero server-side audio storage.
Can we send WhatsApp messages from the CRM?
Yes, through WhatsApp Cloud API. Unanswered calls generate a drafted follow-up that a rep can dispatch in one tap.
Keep exploring

Where to next

Ready to see every call your team makes?

Book a 20-minute demo. We'll walk you through a real call brief, the Lead Center and the AI assistant — on your own numbers.

Chat with us