Phone AI × CRM Integration

AI references CRM data when answering calls, and call content is auto-written back. Every call becomes a trackable opportunity.

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Phone AI × CRM Integration

Phone AI × CRM Integration Workflow & Features

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FAQ

Currently supports Pipedrive, HubSpot, Salesforce, Zoho CRM, and other major systems. Other CRMs can also be connected via API—please contact us. Regardless of which CRM is connected, you'll need to provide the CRM API credentials.

Yes. The caller's number is matched against the CRM database in real time before the conversation begins, allowing AI to greet the customer by name from the very first sentence, delivering a personalized service experience.

Yes. The system can use the Gemini AI phone system's Egress service to store call recordings in GCS, combined with Gemini STT for real-time transcription. After the call ends, AI auto-generates a summary and writes it to the designated CRM fields.

Using the CRM's Click-to-call feature combined with the Gemini AI phone system's Outbound API. Click on a phone number in CRM, and the system auto-initiates an outbound call via SIP Trunk and records the call results.