Integration Guide: Connecting Voiceyfy with Your CRM

Voiceyfy's AI voice agent becomes exponentially more powerful when connected to your existing tools. This guide covers how to integrate with the most popular CRM systems so every call, lead, and appointment syncs automatically.

Why CRM Integration Matters

With proper integration:

• New leads from calls and chats appear in your CRM automatically
• Call recordings and AI transcripts get attached to the contact record
• Appointments sync to your scheduling system in real time
• Follow-up tasks are created for your team when the AI escalates a lead

Salesforce Integration

1. 1Navigate to Settings > Integrations in your Voiceyfy dashboard
2. 2Click Connect Salesforce and authenticate with your Salesforce credentials
3. 3Map Voiceyfy fields to Salesforce objects: calls map to Activities, new callers map to Leads or Contacts, and appointments map to Events
4. 4Enable real-time sync. Every call is logged within seconds of ending

HubSpot Integration

1. 1In Voiceyfy, go to Settings > Integrations > HubSpot
2. 2Click Connect and authorize the HubSpot app
3. 3Choose your sync preferences: create new contacts vs. update existing, which pipeline to use, and how to handle duplicates
4. 4Voiceyfy creates HubSpot Contacts, logs Calls as Activities, and creates Deals in your selected pipeline

Zoho Books Integration

For Indian businesses using Zoho Books:

• Invoices from Voiceyfy bookings automatically create in Zoho Books
• Payment status syncs back to Voiceyfy for follow-up calls
• GST-compliant invoicing with proper tax codes

ServiceTitan Integration

For home service businesses on ServiceTitan:

• Booked appointments from Voiceyfy appear directly in ServiceTitan's dispatch board
• Customer records sync both ways
• Job details flow through without manual entry

Webhook and API Integration

• Webhooks: Receive real-time notifications when calls complete or appointments are booked. Point these at your CRM's API or a workflow tool like Zapier.
• REST API: Full programmatic access to contacts, calls, transcripts, appointments, and campaigns.

Best Practices

• Start with one-way sync: Begin by syncing data from Voiceyfy to your CRM. Once confirmed working, enable two-way sync.
• Tag AI-generated leads: Add a source tag so you can measure how many leads and how much revenue the AI generates.
• Test with real calls: Make a few test calls after setup to confirm data flows correctly before going live.