Forcemanager for your voice agent
Forcemanager is a mobile-first CRM built for sales teams, enabling real-time insights and customer management on the go. Boost team productivity and close more deals with smarter workflows and actionable data.
Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.
Integration record
- Status
- Available
- Plan
- Every plan, from Starter at A$49 a month
- How it connects
- With an API key. You create a key in Forcemanager and paste it on a secure page in Connected apps.
- What it reads
- 8 actions, such as get Activity, get Company and get Internal ID.
- What it changes
- 12 actions, such as update Activity, update Company and update Product.
- What starts an action
- The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
- Custom work
- You choose each action from its list of 20. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
- Checked
- Action list checked 14 November 2026. We haven't tested each action.
Forcemanager actions
Reads 8
- Get Activity
- Get Company
- Get Internal ID
- Get Product
- Get Sales Order Line
- Get User
- Get View
- List Views
Changes 5
- Update Activity
- Update Company
- Update Product
- Update Sales Order
- Update Sales Order Line
Deletes 7
- Delete Activity
- Delete Company
- Delete Contact
- Delete Sales Order
- Delete Sales Order Line
- Delete Master Data Value
- Delete View
Forcemanager setup
Pasting a Forcemanager API key
Create an API key in Forcemanager, choose Forcemanager in Connected apps and paste the key on the secure page.
Choosing the actions
Choose which of the 20 actions the agent may use. Start with lookups and add the ones that change Forcemanager when you're ready.
Testing, then publishing
Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.
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