How to Integrate AI Phone Agents with Your CRM

The true power of an AI phone agent is unlocked when it's connected to your CRM. Every call becomes a data point, every conversation updates your pipeline, and every follow-up is triggered automatically.

PhoneAgent integrates natively with Salesforce, HubSpot, Pipedrive, and Zoho CRM. Setup takes less than 10 minutes and requires no engineering resources. Simply authenticate your CRM, map your fields, and let the AI start syncing.

Once connected, PhoneAgent automatically logs every call, creates or updates contact records, advances deal stages based on conversation outcomes, and triggers follow-up sequences. Your sales team sees a complete picture of every interaction without lifting a finger.

For custom CRM solutions, our REST API and webhook system provide full flexibility. Push call transcripts, sentiment scores, and custom fields to any system in real time.