Connect Leverly to your AI agent

CRM 3 actions available

Leverly is a platform that integrates with various applications to automate workflows and processes.

We set up the connection using your own Leverly account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Leverly

Each one is a real action the agent can take on its own, the same things a person clicking around Leverly could do. Read-only by default; write actions are confirmed against your policy.

  • Create Call Tool to create a new call/lead in Leverly system. Sends lead information to trigger an instant phone call to your sales team. Use when integrating external systems (CRM, forms, lead providers) with Leverly.
  • List Reattempts Tool to list all reattempts in Leverly. Use when you need to inspect the history of ingestion reattempts before taking further action.
  • Stop Leverly Reattempts Tool to stop ongoing reattempts for a lead in Leverly. Use when you need to halt retries for a given reattempt ID.
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Leverly, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Leverly questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Leverly's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Leverly to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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