CRM Integration
Every call synced to your CRM automatically.
No manual data entry. No lost leads. Every phone call your AI handles is automatically logged in Salesforce, HubSpot, Zoho, or your CRM with full details and transcript.
The Problem
Manual Data Entry Is Where Leads Go to Die
Your team takes a call, scribbles notes on paper, and promises to update the CRM later. Later never comes. 40% of sales data never makes it into the CRM. That means lost follow-ups, duplicate outreach, and zero visibility into your pipeline.
How It Works
Up and running in four steps
Connect Your CRM
We support Salesforce, HubSpot, Zoho, Pipedrive, and dozens of other CRMs. One-click setup for most platforms.
Map Your Fields
Choose which call data maps to which CRM fields: caller name, phone, company, reason for calling, urgency, and custom fields.
Automatic Sync Begins
Every call creates or updates a contact in your CRM. New callers get a new record. Returning callers get their existing record updated.
Close More Deals
Your sales team sees every interaction in the CRM. No data entry, no missing information, no excuses for dropped leads.
Ready? Get started in under 15 minutes. Sign Up Now
Ready to get started?
Set up your crm integration in under 24 hours. No contracts, cancel anytime.
Features
Everything included
- Salesforce native integration
- HubSpot bi-directional sync
- Zoho CRM automatic contact creation
- Pipedrive deal and activity logging
- Auto-sync after every call completes
- Custom field mapping for your workflow
- Lead scoring based on call data
- Real-time CRM updates during calls
Who This Is For
Industries and use cases
- Sales teams and business development
- Real estate brokerages and agents
- Insurance agencies and brokers
- Financial advisors and wealth management
- Marketing agencies managing client leads
- Staffing and recruitment firms
- SaaS and technology sales teams
- Consulting and professional services
Not your industry? We work with any business that gets phone calls.
Contact Us