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Integrations
12 minutes
Connecting to Your CRM
Automatically sync all call data with your CRM system. This eliminates manual data entry and ensures every interaction is logged.
Step-by-Step Instructions
1
Navigate to Integrations > CRM
2
Select your CRM (HubSpot, Salesforce, etc.)
3
Authenticate connection
4
Map fields (call transcript → notes, etc.)
5
Configure auto-create rules for new contacts
6
Set up task automation
7
Test data flow
8
Monitor sync status
Pro Tips
- Start with read-only to test
- Map fields carefully to avoid duplicates
- Use custom fields for AI-specific data
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