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Integrations

Bring your own channels. Keep your data connected.

Connect your own provider accounts in Settings → Integrations. Credentials are encrypted, inbound webhooks are verified, and everything flows into one timeline.

Voice

Vapi

AI voice agents for inbound and outbound calls.

  • AI receptionist answers inbound calls
  • Outbound AI calls from leads, contacts or automations
  • Checks availability and books appointments
  • Captures and qualifies leads during the call
  • Transcripts, recordings and summaries saved to the timeline

Messaging

WhatsApp Business Cloud API

Two-way WhatsApp conversations in the unified inbox.

  • Send and receive messages per contact
  • Approved message templates
  • 24-hour customer service window enforced
  • Opt-in required and STOP handled
  • Webhooks verified with your app secret

Twilio

Two-way SMS from your own Twilio numbers.

  • Inbound and outbound texting
  • Delivery status updates
  • STOP / START / HELP keywords
  • Quiet hours and consent checks
  • Signature-verified webhooks

Email

Postmark

Transactional email delivery and inbound email into the inbox.

  • Send email from conversations and automations
  • Inbound replies threaded into conversations
  • Templates with merge tags

SMTP

Send email through any SMTP provider you already use.

  • Works with most email providers
  • Unsubscribes honored
  • Credentials encrypted at rest

Calendar

Google Calendar

Two-way sync between Exa appointments and Google Calendar.

  • Appointments sync both ways
  • Availability for booking
  • Tokens encrypted at rest

iCalendar (ICS) feed

A private subscription URL for any calendar app.

  • Subscribe from Apple Calendar, Outlook and others
  • Rotate the private URL any time

Accounting

QuickBooks Online

Keep invoices and payments in sync with your books.

  • Connect with your Intuit sign-in — no API keys to copy
  • Customers, invoices and payments from Exa sync to QuickBooks
  • Payments recorded in QuickBooks sync back and update the invoice balance
  • Pick a default QuickBooks product or service for invoice lines
  • QuickBooks Online only — QuickBooks Desktop is not supported

AI

Claude by Anthropic

The model behind the Exa AI assistant.

  • Tool-based, permission-checked access to CRM data
  • Charts, summaries and suggested replies
  • Confirmation before any change

Developer

REST API

Create and read leads server-to-server with scoped API keys.

  • Scoped keys such as leads:read and leads:write
  • Keys stored hashed, shown once
  • Duplicate-aware lead upserts

Webhooks

Push CRM events to your own systems in real time.

  • Subscribe to all events or specific ones
  • HMAC-SHA256 signatures
  • Retries with backoff and delivery logs

Data

Lead capture forms

Embed forms on any website with one script tag.

  • UTM, click ID and page URL attribution
  • Consent checkboxes per channel
  • Honeypot spam protection and rate limits

CSV import & export

Bring your data in — and take it with you.

  • Column mapping including custom fields
  • Skip, update or create duplicates
  • Export leads to CSV

For developers

Connect anything else

Subscribe to CRM events with signed webhooks, or push leads in from any system using a scoped API key. Each webhook is signed with HMAC-SHA256 so you can verify it came from Exa.

Don't see the tool you use? Tell us — we prioritize integrations our customers ask for.

Example webhook delivery
POST https://your-app.example.com/hooks/exaclose
X-Exa-Event: lead.created
X-Exa-Signature: t=1760000000,v1=5f2b…

{
  "id": "evt_…",
  "event": "lead.created",
  "created_at": "2026-10-19T14:03:11Z",
  "workspace_id": 1,
  "data": { "type": "lead", "id": 42, "attributes": { … } }
}

Vapi, WhatsApp, Twilio, Postmark, Google Calendar, QuickBooks, Intuit, Claude and Anthropic are trademarks of their respective owners. Exa is not affiliated with or endorsed by them; names are used only to identify compatible services.

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