CRM, ERP, e-commerce and file storage: how AI agents connect to the tools where your work lives.
The short answer
AI agents connect to business systems through APIs and connectors, reading data and preparing outputs in the right format. Integration quality is usually what separates useful agents from demos.
Key takeaways
CRM (HubSpot, Salesforce), ERP, e-commerce (Shopify, Magento), helpdesks, spreadsheets and shared drives.
Start with read access. Add write access only where approval is in place.
The goal is that people ask in chat and the agent works across tools. Switch connects agents to your systems so the workflow runs end to end.
Exports, email parsing or RPA can bridge gaps.
Yes; APIs change, so plan for upkeep.
How this guide was made
Written and reviewed by our editors against vendor documentation, public regulation texts and practitioner interviews. We update guides when products or rules change. Tools mentioned may have a commercial relationship with this site; this never decides what we recommend.
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