Integrating AI Lead Capture with Your Existing CRM

Your AI receptionist captures valuable lead data -- but it is useless if it does not flow into your CRM where your team actually works.

Here are the integration patterns we use for the most common CRMs:

HubSpot Integration

HubSpot offers a clean REST API with well-documented endpoints. Use the Contacts API to create and update records, and the Meetings API for appointment scheduling. Webhooks keep everything in sync in near-real-time.

Salesforce Integration

Salesforce requires OAuth setup and uses SOQL queries. The pattern is straightforward: authenticate with a connected app, POST to the standard Objects endpoint, and use upsert operations to prevent duplicates.

Custom CRM via n8n

For custom systems, n8n provides the glue layer. Create a webhook trigger in n8n, have the AI receptionist POST lead data to it, then map the fields to your CRM API through its node-based workflow editor.

What Data Should Sync?

At minimum: name, email, phone, inquiry topic, and source. For full integration, also sync conversation transcripts, sentiment scores, and follow-up dates.