Seamless CRM Integration Your Calls, Automatically Logged & Organized
Stop manual data entry forever. Every call automatically syncs with your CRM—contact details, call notes, outcomes, and follow-ups update themselves. Works seamlessly with Salesforce, HubSpot, Pipedrive, Zoho, and 50+ other platforms.
Hi, this is Sarah from Acme Corp calling about upgrading our enterprise plan. We currently have 50 users but will scale to 200 by Q3. Can you walk me through pricing options?
Absolutely, Sarah! Let me pull up your Acme Corp account. I see you're on the Professional plan. For scaling to 200 users, our Enterprise tier would be perfect. I'll log these details and have our sales team send a custom quote within 24 hours.
CRM Integration That Works Automatically
Connect once, and every call instantly updates your CRM with zero manual effort. It's like having a personal assistant for data entry.
Automatic Contact Creation & Updates
When new customers call, their contact records are created automatically in your CRM with phone number, location, and conversation history. Existing contacts update in real-time with each interaction.
Smart Deal & Opportunity Tracking
Calls are automatically linked to the correct deals or opportunities in your pipeline. Deal stages update based on conversation outcomes, and next steps are added to your CRM workflow automatically.
Real-Time Activity Logging
Every call is instantly logged as an activity in your CRM with full details: duration, outcome, sentiment, key topics discussed, and AI-generated notes. Your team always has complete conversation history.
Custom Field Mapping
Map call data to any custom fields in your CRM. Extract specific information like budget discussed, decision timeframe, pain points, or competitor mentions and populate your CRM fields automatically.
Bi-Directional Sync
Changes flow both ways. Update a contact in your CRM and our system reflects it instantly. Schedule a follow-up in your CRM and our AI knows to reference it on the next call. Perfect synchronization, always.
Task & Follow-Up Automation
Action items identified during calls automatically create tasks in your CRM assigned to the right team members with proper due dates. Never manually create a follow-up reminder again.
Connect Your CRM in 3 Simple Steps
Get up and running in minutes with our seamless integration process.
Choose Your CRM Platform
Select your CRM from our extensive list of integrations including Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, Close, Copper, and 50+ others. We support all major CRMs and custom platforms via API.
Authenticate & Configure
Securely connect your CRM with a single click using OAuth. Then customize how data flows: choose which fields to sync, set up custom mappings, define trigger rules, and configure team permissions. Our smart defaults work perfectly for most businesses.
Calls Auto-Sync Instantly
That's it! From now on, every call automatically creates or updates records in your CRM. Your team sees complete, accurate data without lifting a finger. Focus on closing deals, not data entry.
Supported CRM Platforms & Features
Works With Everything You Use
Native integrations with the tools your team already relies on
Salesforce - Full integration with Sales Cloud, Service Cloud, and custom objects. Sync accounts, contacts, leads, opportunities, and cases.
HubSpot - Automatic contact enrichment, deal stage updates, and activity logging. Works with all HubSpot hubs and custom properties.
Pipedrive - Instant pipeline updates, deal tracking, and activity logging. Smart matching with persons, organizations, and deals.
Zoho CRM - Complete bi-directional sync with modules, custom fields, and workflows. Supports multi-user setups and teams.
Microsoft Dynamics 365 - Enterprise-grade integration with accounts, contacts, leads, and opportunities. Full audit trail and security.
Custom CRMs & APIs - Use our REST API to integrate with any custom CRM or business system. Full documentation and dedicated support.
CRM Integration Questions