Integration with Systems of Record
ZIZO connects directly to your existing tech stack through secure APIs or automated data transfers.
Seamless Data. Smarter Decisions. Zero Extra Work.
ZIZO was built to work with the tools you already use—not replace them.
Whether you’re running a legacy dialer, a cloud-based CRM, or a custom-built system, ZIZO connects directly to your existing tech stack through secure APIs or automated data transfers.
We pull the performance metrics that matter most—in real time—so you can eliminate reporting headaches and focus on what really drives performance.
Easy Integration, Built for Busy IT Teams
We understand what’s at stake when introducing new software into an already complex environment. That’s why ZIZO’s integration process is designed to be:
- Fast – Most integrations are completed in just a few weeks.
- Lightweight – No desktop install. No new software to download.
- Flexible – Choose between API and SFTP data sync, depending on your system and security needs.
- Secure – ZIZO is fully SOC 2 compliant and never touches customer PII.
How ZIZO Integrates
Connect to Your Systems of Record
ZIZO integrates with any system that houses performance-related KPIs—CRMs, dialers, collections platforms, customer service systems, and more. Our most common integrations include:
- Outbound/inbound phone systems
- Workforce management (WFM) tools for time and attendance tracking
- CRM software (Salesforce, HubSpot, etc.)
- Collections-specific software (e.g., DebtNet, Latitude)
- Conversational AI tools
- Compliance or QA tools
If you track performance, ZIZO can connect to it.
Pull in the Right Data—Automatically
Once connected, ZIZO pulls the data you need and nothing you don’t. You choose which KPIs to track, and we’ll automate the flow into our real-time performance dashboards.
No more downloading spreadsheets, chasing down reports, or reconciling inconsistencies across tools.
We support:
- Daily, hourly, or real-time syncs
- Custom KPI mapping
- Data cleansing and formatting
- Historical data imports (for benchmarking and trend analysis)
Keep It Secure and Compliant
Security is non-negotiable. ZIZO is SOC 2 certified and adheres to GDPR and CCPA standards. We never collect personally identifiable information (PII) and all data transfers are encrypted end-to-end. Your IT team remains fully in control of what’s shared, how it’s accessed, and when it’s synced.
What You Get from a Connected System
Once integrated, your team will gain:
- Real-time visibility into every performance metric
- Automated KPI tracking with no extra reporting steps
- Instant feedback loops for agents and managers
- A single source of truth across teams and systems
- Faster onboarding and less IT support required post-launch
It’s performance management that works with your workflows, not against them.
What to Expect During Integration
Week 1: Technical Discovery
We meet with your IT team to identify data sources, system access, and integration preferences (API or SFTP).
Week 2–4: Build + Configure
Our engineers handle the backend while your team reviews KPI selection and dashboard preferences.
Week 5+: Simulated Testing
We run a live simulation using real data to ensure everything works perfectly before rollout.
Launch: Go Live with Confidence
ZIZO handles ongoing support, updates, and integration health checks to ensure continuous performance.
Integrations available with these trusted partners and more.
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Frequently Asked Questions
ZIZO's integration is designed to be fast, lightweight, and flexible. Most integrations are completed in just a few weeks with no desktop installations required. You can choose between API and SFTP data sync depending on your systems and security requirements. Our team handles the technical setup while you focus on KPI selection and dashboard preferences.
We integrate with any system that houses performance-related KPIs: outbound/inbound phone systems, workforce management tools, CRM software (Salesforce, HubSpot), collections platforms, conversational AI tools, and compliance/QA systems. Our trusted partners include Five9, Genesys,Latitude, LiveVox, CallMiner, and many others.
ZIZO is SOC 2 certified and adheres to GDPR and CCPA standards. We never collect personally identifiable information (PII), and all data transfers are encrypted end-to-end. Your IT team maintains full control over what's shared, how it's accessed, and when it's synced. Security is non-negotiable in our design.
We pull only the performance metrics you choose to track—nothing more. You decide which KPIs to monitor, and we automate the flow into real-time dashboards. We support daily, hourly, or real-time syncs, custom KPI mapping, data cleansing, and historical data imports for benchmarking and trend analysis.
ZIZO is built to work with any system, including legacy dialers and custom-built platforms. Whether you need API integration or SFTP file transfers, our engineers work with your IT team to establish secure, reliable data connections. The goal is seamless integration with your existing workflows, not replacement of working systems.
We provide complete support from technical discovery through go-live and beyond. Week 1 involves technical discovery with your IT team, weeks 2-4 cover build and configuration, week 5+ includes simulated testing with real data, and post-launch we handle ongoing support, updates, and integration health checks to ensure continuous performance.