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Connect VoiceInfra to your CRM and your AI agents gain instant access to the full customer record the moment a call begins. During live calls, agents look up contacts by phone number, create or update leads and deals, log the conversation as a call activity, and trigger workflows based on what was discussed — all without a human touching the keyboard. Every call ends with the CRM already up to date.

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Supported CRMs

CRMKey capabilities
SalesforceReal-time record updates, lead scoring triggers, Opportunity management, Flow integration, custom object support
HubSpotContact and deal updates, marketing automation, sequence enrollment, lifecycle stage management, lead scoring
PipedriveDeal stage updates, activity logging, pipeline management, contact notes
Zoho CRMContact lookup, lead qualification, outbound call triggers, workflow rules
FreshworksContact management, ticket creation, customer interaction history
ActiveCampaignContact tagging, automation triggers, deal management, list segmentation
ServiceTitanJob booking, dispatch scheduling, customer history — optimized for field service
AthenaOnePatient records, appointment scheduling — optimized for healthcare practices

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What Your Agents Can Do

  • Look up contact records by phone number during the call and greet callers by name with full context
  • Create or update Leads, Contacts, Accounts, Deals, and Opportunities in real time
  • Log calls automatically as Activity records including transcript, duration, outcome, recording URL, and AI-generated next steps
  • Enroll contacts in sequences, workflows, or nurture tracks based on conversation outcome
  • Trigger outbound AI calls when lead score thresholds are reached via the Dynamic Outbound Call API
  • Update deal stage, amount, and close date based on what the caller said
  • Create support tickets from inbound calls and link them to the correct contact

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HubSpot Setup

1

Go to Settings → Integrations → HubSpot

Open your VoiceInfra dashboard, navigate to Settings, select Integrations, then click HubSpot.
2

Authenticate via OAuth 2.0 or private app access token

Click Connect with HubSpot to complete the OAuth flow, or paste a HubSpot private app access token if you prefer token-based access. Grant the required API scopes: contacts, companies, deals, and engagements.
3

Map contact, company, and deal properties

Select which HubSpot properties your agents can read and write during calls. Map your custom properties as needed.
4

Configure call outcome → workflow triggers

Define which call outcomes (e.g., “Qualified Lead”, “Demo Requested”, “Not Interested”) trigger which HubSpot workflows, sequence enrollments, or lifecycle stage changes.
5

Test with a live call

Make a test call to your inbound number. Confirm the call appears as a logged Activity on the contact record, and that your configured workflows fire correctly.

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Salesforce Setup

1

Go to Settings → Integrations → Salesforce

Open your VoiceInfra dashboard, navigate to Settings, select Integrations, then click Salesforce.
2

Authenticate via OAuth 2.0

Click Connect with Salesforce and complete the OAuth flow. Grant API access permissions for the objects you want your agents to read and write.
3

Map Salesforce objects and fields

Select which objects (Leads, Contacts, Accounts, Opportunities, Cases, and any custom objects) your agents will access. Map specific fields for reading and writing.
4

Configure lead scoring thresholds

Set the lead score threshold that triggers VoiceInfra’s Dynamic Outbound Call API (for example: trigger an AI follow-up call when a lead score reaches 90).
5

Set up Salesforce Flows for post-call automation

Create Salesforce Flows that run when call outcome fields are updated — for example, routing a newly created Opportunity to the right sales rep queue.
6

Test CRM updates

Run a test call and verify that Lead records are created or updated, Activity records appear in the timeline, and your Flows trigger as expected.

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Automatic Call Logging

Every call handled by a CRM-connected agent is logged automatically. No manual data entry required. Each activity record includes:
  • Duration — total call time in seconds
  • Outcome — answered, voicemail, transferred, or custom outcome labels
  • AI summary — concise summary of what was discussed and agreed
  • Recording URL — direct link to the call audio
  • Full transcript — complete conversation with speaker labels
  • Next steps — AI-extracted action items from the conversation
Use AI-generated next steps to populate CRM task fields automatically. Configure this in Settings → Integrations → [CRM name] → Field Mapping.

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Frequently Asked Questions

Yes. When a call begins, VoiceInfra looks up the caller’s phone number and retrieves the full contact record — including past calls, emails, notes, deal history, and marketing engagement. The agent uses this context to personalize the conversation from the first word.
Yes. Use lead scoring thresholds and VoiceInfra’s Dynamic Outbound Call API together. When a lead score reaches your configured threshold, Salesforce fires a webhook or Flow that calls the VoiceInfra API, which immediately dials the lead with your configured AI agent.
Yes. VoiceInfra supports standard and custom Salesforce objects, custom fields, custom page layouts, and record types. Map any custom object or field in the integration settings.
Yes. VoiceInfra logs a recording URL in each HubSpot Activity record. Click the link directly from the contact or deal timeline to play the recording in your browser.
Yes. Connect multiple CRMs if your team uses different platforms across departments. Each agent can be configured to write to a specific CRM, and webhooks can push call data to additional systems in parallel.