Relationship Marketing Integration

Turn Every Call Into A Levitate Relationship

Marlie AI answers your calls, captures the relationship context, and pushes contacts and notes into Levitate so your keep-in-touch campaigns never lose a lead.

Start Free Trial Listen to Demos

Relationship marketing coverage that starts on the phone

Levitate helps small businesses and professional services firms keep in touch with the people who matter — but the platform only nurtures the contacts you actually capture. Phone leads that never make it into the system are leads you'll never follow up with.

Marlie AI fixes that. Inbound calls are answered, qualified, and pushed into Levitate as Contacts with the right tags and relationship notes. Your keep-in-touch reminders, handwritten card sequences, and nurture campaigns kick off automatically — every caller becomes a long-term relationship.

What You Get with Marlie + Levitate

Everything you need to connect your phone calls with Levitate — fully automated, zero manual work.

Auto-Create Contacts

Every caller becomes a Levitate Contact with name, phone, email, and the conversation context Marlie captured.

Tag-Driven Campaigns

Marlie applies the right Levitate tags so your keep-in-touch sequences and nurture campaigns fire automatically.

Call Notes & Context

Conversation summaries are attached to the Levitate Contact so your outreach stays personalized and timely.

Relationship Reminders

Marlie can capture follow-up commitments and create Levitate reminders so no relationship goes cold.

Smart Deduplication

Returning callers are matched to existing Levitate Contacts so your relationship history stays continuous.

After-Hours Coverage

Inbound calls outside business hours still create Contacts and trigger campaigns — no lead goes cold to voicemail.

How It Works

Get up and running with Levitate in minutes — no coding required.

Connect Levitate

Pair Marlie with Levitate via Zapier, webhooks, or a CSV import bridge — Levitate does not currently expose a public API.

Map Tags & Campaigns

Choose which Levitate tags Marlie applies and which keep-in-touch campaigns each tag triggers.

Marlie Answers & Qualifies

Inbound calls are answered 24/7. Marlie qualifies the caller and captures the relationship context.

Levitate Picks Up The Nurture

New Contacts hit Levitate with the right tags, your keep-in-touch sequences fire, and the relationship is nurtured automatically.

Built for Real Scenarios

See how businesses use Marlie + Levitate to capture more leads and streamline operations.

Insurance Agencies

Scenario

An agency wants to nurture every quote inquiry into a long-term policyholder relationship.

Outcome

Marlie qualifies the caller, creates the Levitate Contact with quote tags, and the keep-in-touch campaign starts the same day.

Wealth Advisors

Scenario

A boutique advisor relies on personal touch but can't take every prospect call.

Outcome

Marlie answers, captures the conversation, and pushes the prospect into Levitate so the advisor's quarterly check-ins begin without a gap.

Local Service Pros

Scenario

A home service business wants repeat customers but never sends follow-ups after the first job.

Outcome

Marlie creates the Contact in Levitate after every call, tags by service type, and the seasonal keep-in-touch campaign drives repeat work.

Frequently Asked Questions

Common questions about the Marlie AI + Levitate integration.

Does Levitate have a public API for direct integration?

Levitate does not currently publish a public REST API. Marlie integrates via Zapier, webhooks, and CSV bridges so call data still flows into Levitate.

Can Marlie trigger Levitate keep-in-touch campaigns?

Yes — by applying the right tag on Contact creation. Any Levitate campaign that starts on a tag will fire automatically when Marlie creates the Contact.

Will Marlie create duplicate Contacts in Levitate?

No. Marlie matches callers to existing Levitate Contacts by phone and email and updates the existing record instead of creating a duplicate.

Are call notes added to the Levitate Contact?

Yes. The structured call summary is added as a note on the Contact so your outreach stays personalized and grounded in the conversation.

Does this work for after-hours calls?

Yes. Marlie covers inbound 24/7 and pushes Contacts into Levitate the same way regardless of when the call comes in.

Are call recordings stored in Levitate?

Transcripts and summaries are written to the Levitate Contact note. Full audio recordings stay in Marlie and are linked from the note.

Other Integrations

Marlie AI connects with more than just Levitate. Explore our other integrations.

HubSpot

CRM

Housecall Pro

Field Service

Jobber

Field Service CRM

Google Voice

Phone

OpenPhone

Phone Connectivity

Gmail

Outlook

Google Calendar

Calendar

Calendly

Calendar

Slack

Notifications

Microsoft Teams

Notifications

Discord

Notifications

Square

Bark

Curb Hero

Real Estate CRM

Daylite

CRM

DisputeFox

Credit Repair CRM

Dotloop

Real Estate CRM

DripJobs

Field Service CRM

EZLynx

Insurance CRM

FieldPulse

JobAdder

Recruitment CRM

JobNimbus

Field Service CRM

Keystone Academic Solutions

Education CRM

Kommo

CRM

Keller Williams Command

Real Estate CRM

Lasso CRM

Homebuilder CRM

Lawmatics

Legal CRM

LeadSimple

Lead Generation

LeadSquared

CRM

Leap CRM

Field Service CRM

Less Annoying CRM

CRM

Little Green Light

Community & Nonprofit CRM

Lofty

Real Estate CRM

Luxury Presence

Real Estate CRM

MaidCentral

Field Service CRM

Markate

Field Service CRM

MarketSharp

Field Service CRM

Meet Alfred

Customer Communications

Method CRM

CRM

Microsoft Dynamics 365

CRM

mloflo

Mortgage CRM

MOCO

Business Management

Mojo

Customer Communications

Moxie

Customer Communications

My Music Staff

Creative Business CRM

myRealPage

Real Estate CRM

NationBuilder

Community & Nonprofit CRM

NeonCRM

Community & Nonprofit CRM

NetHunt CRM

CRM

NetSuite

Business Management

noCRM.io

CRM

Nutshell

CRM

Odoo CRM

Business Management

Odoo ERP Self Hosted

Business Management

OfficeRnD

Coworking CRM

OnePageCRM

CRM

OrbisX

Field Service CRM

Outseta

Community & Nonprofit CRM

Pipeline CRM

CRM

PracticePanther

Legal CRM

PropertyRadar

Lead Generation

PushPress

Fitness & Studio CRM

Ramsey Pro Portal

Real Estate CRM

Real Geeks

Real Estate CRM

RealScout

Real Estate CRM

Recruit CRM

Recruitment CRM

Redtail CRM

Wealth Management CRM

RepairShopr

Field Service CRM

REsimpli

Lead Generation

respond.io

Customer Communications

Rex

Real Estate CRM

Salesmate

CRM

ServiceM8

Field Service CRM

Sierra Interactive

Real Estate CRM

Spark Membership

Fitness & Studio CRM

Streak

Ready to connect Marlie AI with Levitate?

Start your free trial today. Set up in minutes, no credit card required.

Start Free Trial Listen to Demos

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”
Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”
Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”
SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”
Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”
Restaurant Powered by Shopify

Easy onboarding

Get set up in minutes

Create your receptionist in 15 minutes and start receiving calls immediately. Try it for 2 weeks risk-free with our money-back guarantee.

Create an AI Receptionist Contact us.

Turn Every Call Into A Levitate Relationship

Relationship marketing coverage that starts on the phone

What You Get with Marlie + Levitate

Auto-Create Contacts

Tag-Driven Campaigns

Call Notes & Context

Relationship Reminders

Smart Deduplication

After-Hours Coverage

How It Works

Connect Levitate

Map Tags & Campaigns

Marlie Answers & Qualifies

Levitate Picks Up The Nurture

Built for Real Scenarios

Insurance Agencies

Wealth Advisors

Local Service Pros

Frequently Asked Questions

Does Levitate have a public API for direct integration?

Can Marlie trigger Levitate keep-in-touch campaigns?

Will Marlie create duplicate Contacts in Levitate?

Are call notes added to the Levitate Contact?

Does this work for after-hours calls?

Are call recordings stored in Levitate?

Other Integrations

HubSpot

Housecall Pro

Jobber

Google Voice

OpenPhone

Gmail

Outlook

Google Calendar

Calendly

Slack

Microsoft Teams

Discord

Telegram

WhatsApp

ServiceTitan

Google Sheets

Microsoft Excel

Shopmonkey

Buildium

Shopify

Zapier

Stripe

Square

Square Appointments

Salesforce

Pipedrive

Zoho CRM

Follow Up Boss

Close

Dubsado

Circle

HoneyBook

Keap

kvCore

17hats

AccuLynx

Act!

Actionstep

Affinity

AFrame

AgencyZoom

AgentLocator

Agile CRM

Arbox

Assembly

Attio

Autotask

Axonaut

Bark

Beacon

Bigin by Zoho CRM

Bitrix24

BONZO

BoomTown