Live in 5–10 business days
Five9 + Relevance AI
Integrated Directly.
No Zapier. No delays.
Five9 is one of the most capable enterprise dialers but has no Zapier integration — making it one of the harder platforms to connect to a CRM without a custom build. Five9 uses a REST API with event-based webhooks (call…
Technical noteFive9 agent_name is returned as a plain string (e.g. "Sarah Chen"), not a user ID. Mapping to CRM owner requires building and maintaining a lookup table of agent names to CRM user IDs — we build this during setup and refresh it when agents are added. No Zapier integration exists; all events come via the Five9 REST API callback system.
5 events
Trigger types from Five9
3 actions
CRM actions in Relevance AI
52min
saved per rep per day
Free quote in 24h
No commitment
30-day support
From $100 setup
Live Field Mapping — Five9 → Relevance AI
Syncing
Five9
Dialer · Cloud Contact Center (Enterprise)
Username/Password + API credentials
contact_phone
→
Contact.Phone / Lead.Phone
✓
contact_name
→
Contact.Name / Lead.Name
✓
contact_email
→
Contact.Email / Lead.Email
✓
call_direction
→
Activity.Type (Inbound/Outbound)
✓
call_duration
→
Activity.Duration
✓
Relevance AI
CRM · AI Agent Builder / AI Workforce
API Key (Authorization header)
All 13 fields mapped · real time
zero manual entry
Real-time sync
Every call logged.
Automatically.
Before your rep picks up the next one.
The Five9 webhook fires the instant a call ends. Our integration processes it and updates Relevance AI — all in under a second. Zero rep involvement.
0%
calls logged automatically
< 0.8s
call end to CRM update
0min
saved per rep per day
0%
recordings in Relevance AI
Live integration feed — Five9 → Relevance AI
What changes for your team
Your day before. Your day after.
The exact workflow differences between teams using Five9 + Relevance AI manually and teams running this integration.
WITHOUT THE INTEGRATION
current state
No Zapier = manual CSV export to update CRM daily
Agent names in Five9 don't resolve to CRM owner IDs
Enterprise reps spend ~52 min/day updating CRM post-call
Recordings inaccessible from CRM — must log into Five9 to review
WITH THE INTEGRATION
after go-live
call.ended webhook updates CRM in real time — no export needed
Lookup table maps agentName to CRM OwnerId on every call automatically
Five9 payload maps to CRM in < 1s — reps touch nothing post-call
recordingUrl stored in CRM activity on every call.ended event
Did you know?
What changes when Five9 + Relevance AI are connected
These improvements happen automatically — no rep action required after each call.
? Did you know
+29%
more CRM records updated per shift
Five9's call.ended webhook pushes every call outcome to your CRM automatically. No rep intervention required.
call.ended
dispositionName
? Did you know
52 min
per rep per day saved
Enterprise contact centre reps spend ~52 min/day on manual CRM entry post-call. Five9's rich payload maps everything automatically.
agentName
talkTime
holdTime
? Did you know
6
event types firing into your CRM
call.created, call.ended, call.disposition_set, voicemail.received, agent.state_changed -- all events mapped to CRM actions.
E01-E08 events
dispositionName
? Did you know
100%
of call recordings accessible in CRM
Every Five9 recording URL is mapped to the CRM contact or activity -- reviewable without leaving the CRM.
recordingUrl
CRM activity
Under the hood
Exactly what happens when a call ends in Five9
Every step, every API call, every field. This is how a Five9 webhook becomes a Relevance AI record in under a second.
1
Call ends → Five9 fires webhook
The moment an agent marks the call complete (or it auto-closes), Five9 fires a POST webhook containing the full call payload.
/api/contacts/
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
{
"call_id": "...",
"agent_name": "...",
"contact_phone": "...",
// + 5 more fields
}
2
Payload validated + field-mapped
The integration layer receives the webhook, validates the signature (Username/Password + API credentials), and maps each Five9 field to the correct Relevance AI field — including disposition-to-stage logic.
disposition → deal_stage
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
recording_url → activity.recording
agent_id → owner_id
contact_phone → contact.phone
3
Relevance AI API call fires
The integration calls the Relevance AI API (API Key (Authorization header)) to update the contact record, log the call activity, set the deal stage, and create a follow-up task if the disposition requires one.
POST /latest/agents/trigger
POST /latest/tools/run
GET /latest/agents/{agent_id}
POST /latest/tools/run
GET /latest/agents/{agent_id}
4
Complete. Rep sees nothing — Relevance AI is already updated.
Total time from call end to CRM update: < 0.8s. Rate limits: No published hard limit. The rep closes Five9 and moves to the next call. Relevance AI already has everything.
webhook
call.created
New call initiated
webhook
call.ended
Call terminated with all metadata
webhook
call.disposition_set
Agent sets call disposition after call
webhook
voicemail.received
New voicemail left
webhook
agent.state_changed
Agent status changes (ready/not ready)
action
Message Agent
Sends message to a Relevance AI agent -- does not wait for response
action
Execute Tool
Executes a Relevance AI tool -- waits for response up to 60 seconds
action
Message Workforce
Sends message to a multi-agent Workforce -- does not wait for response
All fields passed on every Five9 call event:
callId
sessionId
agentName
ani
dnis
duration
talkTime
holdTime
Connection Details
DialerFive9
CRMRelevance AI
Dialer authUsername/Password + API credentials
CRM authAPI Key (Authorization header)
ZapierNot available — direct API
Delivery5–10 business days
From$100 one-time setup
Best fit for
Enterprise call centres running 100+ seats, heavily regulated industries (debt settlement, mortgage, insurance, collections), and teams that already have IT resources but need a reliable integration layer between Five9 and Salesforce, HubSpot, or Dynamics.
Disposition mapping
What happens in Relevance AI for every call outcome
Select a disposition to see the exact chain of events that fires in Relevance AI — automatically.
Five9 Agent
Interested
sets disposition
Integration Layer
Maps + fires
< 0.8s
Relevance AI
Move deal stage → Qualified
SQL / Qualified
| Five9 disposition | Relevance AI action | Stage |
|---|---|---|
| Interested | Move deal stage → Qualified | SQL / Qualified |
| Booked / Meeting Set | Create calendar event + stage update | Meeting Scheduled |
| Not Interested | Update contact status → Disqualified | Disqualified |
| No Answer | Re-queue + follow-up task or SMS | Attempted (retry) |
| Voicemail Left | Set contact status → Attempted | Attempted |
| Callback Requested | Create CRM task → Schedule Callback | Callback Scheduled |
| Wrong Number | Flag phone field as invalid | Invalid |
| DNC Requested | Set opt-out flag + suppress contact | Opted Out |
| Busy | Re-queue with delay timer | Re-queue |
Teams using Five9 without a Relevance AI integration typically log around 55–65% of calls manually. The other 35–45% disappear. No recordings, incomplete activity history, ownership mismatches. This integration closes that gap to near 100%.
What teams use this for
Five9 + Relevance AI use cases
Specific things teams automate — based on how Five9 works and what Relevance AI needs.
✓
Auto-log Five9 call.ended events to CRM contact as call activity with full metadata✓
Update CRM lead status when Five9 call.disposition_set event fires✓
Create CRM opportunity when Five9 call is marked Qualified or Interested✓
Create CRM follow-up task when Five9 voicemail.received event fires✓
Resolve Five9 agentName to CRM OwnerId via lookup table on every call✓
Sync Five9 recordingUrl to CRM activity on every call.ended event✓
Trigger Relevance AI agent to research and score lead when new CRM contact created✓
Run AI tool to classify call disposition when dialer webhook firesThe build process
From quote to live in 5–10 business days
Everything handled for you. No developer needed. You describe how you work — we build it.
1
Discovery call
30 minutes. We audit your exact Five9 and Relevance AI setup — dispositions, pipeline stages, field names, and edge cases. Quote on the same call.
Day 1
2
Field mapping
All fields mapped: Five9 disposition codes → Relevance AI stages, recording_url → activity field, agent ID → owner, plus any custom fields you need.
Days 1–2
3
Build & test
We build the integration and test with real call data from your Five9 account into your Relevance AI. You verify every field before go-live.
Days 2–8
4
Go live + support
Integration goes live. We monitor for 30 days and fix anything that doesn't work exactly as specified — included at no extra charge.
Day 5–10
Client Results
What Happens When Systems Connect.
Real clients. Real platforms. Real results after we connected their systems.
Live Case Study
Y
Yadel
Founder · mabiat.co
✓ Verified Client
★★★★★
Built us a hotel booking agent using Vapi that handles both texts and calls. Guests enquire about room availability, check inventory and book directly. Everything syncs to Google Sheets in real time — no staff, no manual entry, no double-bookings. Live in under a week.
Hotel Booking Flow
Guest sends SMS or calls Vapi number
AI checks Google Sheets inventory in real time
Booking confirmed + Sheets updated instantly
Zero staff involved — fully automated
What People Are Saying
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
D
David K.
@davidk_solar
No-answer leads were just dying. Now they get auto-retried + SMS. Recovered 20% in month one.
GHL + CallTools
★★★★★
Y
Yadel
@yadel_mabiat
Hotel booking agent handles texts + calls and pushes reservations to Google Sheets. Live in under a week.
Vapi + Google Sheets
★★★★★
S
Sarah T.
@saraht_salesops
3 admins went back to selling. The Kixie integration handles everything. ROI in week one.
Pipedrive + Kixie
★★★★★
A
Alex M.
@alexm_realestate
Inbound calls get auto-logged, qualified in CRM and pushed to the right agent. Speed to lead cut to 60s.
Zoho + Aircall
★★★★★
N
Nina C.
@nina_growthops
AI agent qualifies inbound leads overnight. Warm handoffs in CRM by morning. Like hiring 3 extra reps.
GHL + Vapi
★★★★★
C
Chris D.
@chrisd_brokerage
Voicemails now trigger automated SMS + re-queue. Nothing falls through the cracks anymore.
Pipedrive + PhoneBurner
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
R
Rachel B.
@rachelb_ops
Managers finally have accurate data. Call logs match dialer reports. Forecasting actually works now.
Salesforce + Five9
★★★★★
T
Tom W.
@tomw_insurtech
Zero manual entry since go-live. Disposition sets in dialer, CRM updates instantly. Team loves it.
HubSpot + JustCall
★★★★★
P
Paul H.
@paulh_bdr
CallTools didn't have Zapier. They built a custom webhook pipeline. Works better than any native integration.
Salesforce + CallTools
★★★★★
L
Laura K.
@laurak_saas
Cold email reply hits "Interested" → dialer campaign in 60 seconds. The loop is finally closed.
HubSpot + Instantly
★★★★★
B
Ben R.
@benr_revteam
VICIdial was a nightmare to integrate. They sorted the webhook pipeline, AGI scripts, everything. Solid.
Zoho + VICIdial
★★★★★
O
Omar F.
@omarf_founder
Gong transcripts automatically pushed to HubSpot as call notes. Reps never need to write a recap again.
HubSpot + Gong
★★★★★
FAQ
Common questions about the
Common questions about the
Five9 + Relevance AI integration.
Most builds are live in 5–10 business days from the discovery call. Simple setups with standard dispositions can be done in under a week. More complex builds — custom pipeline stages, multi-user routing, conditional logic — may take the full 10 days.
Yes. The integration fires within seconds of each call ending using webhooks from Five9 and the Relevance AI API. Typical sync time is < 0.8s from call end to CRM record updated.
Disposition, recording URL, agent identity, call duration, notes, and any custom fields you specify — all mapped to the correct Relevance AI fields. You control the mapping during the field-mapping step.
Five9 has no native Zapier integration. This build uses Five9's REST API and webhook system directly — giving you full field-level control, conditional logic and two-way sync.
That's the default case. We map your exact disposition codes to your exact Relevance AI pipeline stages — whatever you've named them. No preset templates to conform to.
The one-time setup fee (from $100) covers the build, end-to-end testing with real data, and 30 days of post-launch support. No per-call or per-record fees.
Other Relevance AI integrations
Relevance AI + Talkdesk
Cloud Contact Center
→
Relevance AI + Aircall
Cloud Phone System / Sales Dialer
→
Relevance AI + CallTools
Predictive / Preview / Power Dialer
→
Relevance AI + Convoso
TCPA Compliant / AI Scoring
→
Relevance AI + PhoneBurner
Power Dialer / CRM Sync
→
Relevance AI + Kixie
Sales Dialer / CRM Native
→
Taking quotes now for Five9 + Relevance AI
Ready to Connect
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Live in 5–10 days
30-day support included
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Tell us your setup — we'll have you live on Five9 + Relevance AI in days.
OR BOOK DIRECTLY
Integrations as low as $100 setup · Monthly from $50/mo
Before you go
See what Relevance AI + Five9 teams get
Every call logged automatically. Every recording in Relevance AI. Zero manual entry.
+29%
more CRM records …
52 min
per rep per day s…
6
event types firin…
100%
of call recording…
Want these results? Book a free 30-min call — we'll audit your Five9 and Relevance AI setup and give you a quote on the same call.
30-min call
Free quote same day
No commitment