Voice AI + improveit360: How the Integration Works

By Muhammad Nael Syed, Content Writer at Leaping AI

A 2021 InsideSales study found that conversion rates were 8 times higher when businesses attempted to contact inbound leads within the first 5 minutes.  

Now think about the homeowner who calls your window replacement company after hours. They're ready to schedule an estimate, but nobody's at the desk. By the time your team calls back, that homeowner may have already contacted another contractor.  

And even when someone answers, there's work to do. Your customer service representative (CSR) needs to check whether the address falls within your service area, find an available appointment, and get the homeowner's details into improveit360. 

Leaping AI's voice agent can handle those steps during the call. Here's how the integration works, and what your team no longer has to enter by hand. 

Why improveit360 Needs More Than a Call Summary 

Booking an appointment is only part of the job. The customer record still needs to be right. 

In improveit360, account, contact, and address information is stored in separate records. If the voice agent handles the call but your CSR has to update those records afterward, your team is still doing the work twice. 

That's the difference between answering a call and actually finishing the work behind it. Your CSRs can pick up where the conversation left off, without having to re-enter the same information, which can lead to unnecessary errors.  

How Leaping AI Connects With improveit360 

Leaping AI also integrates with many other CRMs, including LeadPerfection, but each CRM has its own requirements for accessing and updating customer records. 

improveit360 runs on Salesforce, and Leaping AI connects through its application programming interface (API). An API lets software systems exchange information. 

For improveit360, Leaping AI uses its own code inside the customer's improveit360 environment. There's no third-party connector like Zapier sitting between the voice agent and the customer relationship management (CRM) system. 

During a call, the agent can: 

• Find an existing person or create the necessary account, contact, and address records 

• Check whether the homeowner's ZIP code falls within the service area 

• Read available appointment slots 

• Book an appointment and link it to the lead source 

• Record call outcomes, do-not-call flags, and follow-up tasks 

These updates are written while the conversation is taking place, not collected for someone to enter later. 

There's also a safeguard around scheduling. The voice agent cannot confirm an appointment until improveit360 has saved it, so homeowners aren't promised a time that hasn't been recorded. 

Two Ways Leaping AI Works With improveit360 

Not every homeowner the voice AI interacts with is at the same stage in the buying process. Some are ready to book a consultation, while others showed interest months ago but never scheduled one. Here's how Leaping AI handles both. 

1. When the Homeowner Is Ready to Book 

Check the address → Find a time → Save the appointment → Confirm 

Say a homeowner calls after hours to schedule a window replacement estimate. The voice agent handles the conversation, checks the service area, and books an available time in improveit360. 

When your team opens the CRM the next morning, the appointment is already there, along with the lead source and call outcome. Your CSR can see what happened without listening back to the call or entering the details again. 

Lifetime Bath & Glass uses Leaping AI to call new leads within 10 seconds of receiving them. They booked 3 appointments on their first day live and now average 4–10 a day. On peak days, that’s up to 50% more appointments.

For your team: Less time catching up on yesterday's calls and more time helping the homeowners who need a person. 

2. When an Older Lead Needs Follow-Up 

Pull the aged-lead list → Make the call → Manage the next attempt 

Leaping AI can work through aged leads in improveit360, giving older inquiries another chance to turn into appointments and helping your team get more ROI from leads you've already paid to acquire. 

For aged-lead calling, the voice agent works from a call list inside improveit360, and Leaping AI decides when the next attempt is made. Your CSRs don’t have to work through the whole list themselves.

For your team: Less time manually dialing older leads, leaving CSRs available for conversations that need their attention. 

Of course, improveit360 is only one part of your call center setup. Your phone system, calendar, and CRM all have a role to play in what happens before, during, and after a call. We break down how those pieces fit together in our guide to the home improvement tech stack. 

What to Check Before Connecting Your CRM 

Before adding a voice agent to your call center, ask what happens to the information after the call. 

Does it find the right customer record? Can it check your service area? Will the appointment appear in improveit360 before the homeowner gets confirmation? And what happens when a lead needs another follow-up? 

Those questions matter just as much as how well the agent handles the conversation. 

Our upcoming guide, 10 Questions to Ask Before You Let an AI Vendor Touch Your CRM, will walk through the details. 

Want to see how Leaping AI works with your improveit360 setup? Book a demo.