CRM Integrations

Your Customer Data, Connected

When 24CallDesk integrates with your CRM, conversations become richer. The AI can greet callers with awareness of their history—recent purchases, open issues, previous conversations. And every call automatically logs back to the CRM, keeping your customer records complete without manual data entry.

Supported CRMs

HubSpot

Full two-way integration:

Data from HubSpot → 24CallDesk:

• Contact details and company info
• Deal stage and value
• Recent activity and notes
• Custom properties you define

Data from 24CallDesk → HubSpot:

• Call recordings and transcripts
• Conversation summaries
• Appointments booked
• Lead scores and outcomes
• Automatic contact creation for new callers

Setup: One-click OAuth connection. Map your HubSpot properties to 24CallDesk fields.

Salesforce

Enterprise-grade integration:

Data from Salesforce → 24CallDesk:

• Lead and contact records
• Account information
• Opportunity details
• Case history

Data from 24CallDesk → Salesforce:

• Activity logging on contact/lead records
• New lead creation
• Task creation for follow-ups
• Custom object updates

Setup: OAuth connection with admin approval. Field mapping configuration in 24CallDesk.

Other CRMs

Supported via Zapier or API:

• Pipedrive — Deal and contact sync
• Zoho CRM — Contact and activity logging
• Close — Lead and call tracking
• Copper — Google Workspace native CRM
• Monday.com — CRM boards integration
• Airtable — Flexible database sync

What Integration Enables

Smarter Greetings

Instead of "How can I help you?", the AI can say:

"Hi Sarah, good to hear from you. I see you recently
purchased our premium package—is this call about that,
or something else?"

The caller feels recognized. The conversation starts warmer.

Automatic Logging

Every call creates a record in your CRM:

• Who called — Matched to existing contact or new record created
• What happened — Summary, transcript, recording link
• Outcome — Appointment booked, information provided, transfer, etc.
• Next steps — Follow-up tasks, scheduled callbacks

No one needs to type call notes. The data is just there.

Unified Customer View

Your sales and support teams see the complete picture:

• Marketing interactions
• Sales conversations
• Support calls
• AI-handled inquiries

Everything in one place, automatically updated.

Configuration

Field Mapping

You decide what data flows where:

Map standard fields or create custom mappings for your specific needs.

Trigger Rules

Control when data syncs:

• On call start — Pull CRM data to inform the conversation
• On call end — Log the call and update records
• On appointment — Create calendar event and task
• On transfer — Alert assigned rep

Conflict Resolution

When the same contact exists in both systems:

• Match by phone — Primary matching method
• Match by email — Secondary matching
• Create if no match — New contacts auto-created
• Manual review queue — For uncertain matches

Best Practices

Keep CRM data clean. The AI uses what's in your CRM. Outdated or incorrect data leads to awkward conversations.

Start with core fields. Don't try to sync everything immediately. Begin with the fields that matter most for personalization.

Review new contact creation. Periodically check auto-created contacts to ensure quality and merge duplicates.

Train your team. Make sure everyone knows that calls are being logged automatically. Align on any fields that need human updates.

Next Steps