> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiceinfra.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect VoiceInfra to Salesforce, HubSpot, and More

> Sync VoiceInfra with Salesforce, HubSpot, Pipedrive, and Zoho CRM. Update records, log calls, trigger workflows, and score leads automatically.

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.

## Supported CRMs

| CRM                | Key capabilities                                                                                                 |
| ------------------ | ---------------------------------------------------------------------------------------------------------------- |
| **Salesforce**     | Real-time record updates, lead scoring triggers, Opportunity management, Flow integration, custom object support |
| **HubSpot**        | Contact and deal updates, marketing automation, sequence enrollment, lifecycle stage management, lead scoring    |
| **Pipedrive**      | Deal stage updates, activity logging, pipeline management, contact notes                                         |
| **Zoho CRM**       | Contact lookup, lead qualification, outbound call triggers, workflow rules                                       |
| **Freshworks**     | Contact management, ticket creation, customer interaction history                                                |
| **ActiveCampaign** | Contact tagging, automation triggers, deal management, list segmentation                                         |
| **ServiceTitan**   | Job booking, dispatch scheduling, customer history — optimized for field service                                 |
| **AthenaOne**      | Patient records, appointment scheduling — optimized for healthcare practices                                     |

## 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

## HubSpot Setup

<Steps>
  <Step title="Go to Settings → Integrations → HubSpot">
    Open your VoiceInfra dashboard, navigate to **Settings**, select **Integrations**, then click **HubSpot**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Map contact, company, and deal properties">
    Select which HubSpot properties your agents can read and write during calls. Map your custom properties as needed.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Salesforce Setup

<Steps>
  <Step title="Go to Settings → Integrations → Salesforce">
    Open your VoiceInfra dashboard, navigate to **Settings**, select **Integrations**, then click **Salesforce**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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).
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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

<Tip>
  Use AI-generated next steps to populate CRM task fields automatically. Configure this in **Settings → Integrations → \[CRM name] → Field Mapping**.
</Tip>

***

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can agents access full CRM history during a call?">
    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.
  </Accordion>

  <Accordion title="Can Salesforce trigger an outbound AI call?">
    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.
  </Accordion>

  <Accordion title="Are custom Salesforce objects supported?">
    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.
  </Accordion>

  <Accordion title="Does HubSpot show call recordings?">
    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.
  </Accordion>

  <Accordion title="Can I use multiple CRMs simultaneously?">
    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.
  </Accordion>
</AccordionGroup>