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Connect Parma CRM so your agent can look up and update customer relationships on every call.

Parma CRM helps your business keep track of the people it works with and follow up at the right time. With Parma connected, your AgentCalls agent can check a contact's details during a call, pull up their profile, and record what was discussed. Your team sees the update in Parma as soon as the call ends, with nothing to copy by hand. Connect Parma from the tool settings in your AgentCalls dashboard using your own Parma credentials.

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What your agent can do with Parma

  • Look up a contact in Parma by name or phone number while the caller is on the line
  • Read a contact's profile and recent details so the agent can answer questions accurately
  • Record call notes against the right contact in Parma after the call
  • Check a user's account details to confirm who is handling a relationship
  • Retrieve dataset and catalog information from Parma when a caller asks about published data

Parma exposes 23 actions. You choose which ones the agent may use and whether each runs during or after the call.

Example calls

Inbound call from an existing client

  1. Caller

    Hi, this is Marcus Bell from Hollis Design. I'm calling about the account review we talked about last month.

  2. Agent

    Hi Marcus, thanks for calling. Let me pull up your record. I can see the review was set for the 14th. Would you like to move it?

  3. Caller

    Yes, can we do Thursday afternoon instead?

  4. Agent

    Thursday the 16th at 2:30 is open. I've noted the change in your file so the team sees it before the review.

Caller asks for their account history

  1. Caller

    Can you tell me when we last spoke and what we agreed on?

  2. Agent

    Of course. Your last call with us was on March 3rd. You asked for a revised quote for twelve seats, and our team was to send it within five business days.

  3. Caller

    Perfect. Did that quote go out?

  4. Agent

    It did, on March 6th. I'll add a note that you've received it and are reviewing it.

Follow-up call after a demo

  1. Agent

    Hello, this is calling for Priya Nair at Northgate Clinic. Is now a good time to talk about the demo you saw last week?

  2. Caller

    Yes, go ahead. We liked it, but we need to check the budget.

  3. Agent

    That makes sense. Would a call on Friday at 10 am work to go over the figures with your finance lead?

  4. Caller

    Friday at ten works. Please send the invite to my assistant too.

  5. Agent

    Done. I've logged the follow-up and the Friday meeting against Priya's record in Parma.

How to connect Parma

  1. 1

    Create your agent

    Sign up to AgentCalls, pick an English or Arabic voice and write what the agent should know and do in plain language.

  2. 2

    Connect Parma

    From Integrations in the dashboard, choose Parma and enter the connection details from your Parma account settings.

  3. 3

    Choose the actions

    In the agent editor, enable the Parma actions the agent may use and set each to run during the call or afterwards. Then test it from your browser.

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Questions, answered.

Does the agent work with Parma during the call or after it?

Both. During a call, your agent can look up contacts and read their details. After the call, it can record notes against the right contact so your team has the update in Parma straight away.

What do I need to connect Parma?

You need an active Parma account. Sign in to your AgentCalls dashboard, open the tool settings, and connect Parma using your own Parma credentials. Access is limited to what your Parma account can see.

Which plan includes the Parma integration?

Integrations, including Parma, are included from the Growth plan.

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Put your agent to work with Parma.

Connect in minutes, test from your browser, go live on a number in the US, UK or Gulf. Free to start, no card needed.

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