Send Captured Details
Push the structured fields your agent captured into the connected system.
CRM
Connect AI Call Outcomes With Your CRM Workflows
A call is only useful if it reaches the system your team works in. Where a supported CRM connection is configured and verified, VoxLink can send captured details, summaries and outcomes across.
Stop re-typing call notes into the CRM your sales and service teams already work in.
Outcome syncConnection verified
Caller nameContact name
Enquiry typeLead source detail
Captured timingCustom field
Call summaryActivity note
Field mapping applies to supported systems confirmed for your account.
Why it matters
Re-Keying Call Notes Wastes the Day
Details captured on a call are typed into the CRM again by hand.
Some calls never get logged at all.
Field names and formats vary between people.
Reporting in the CRM is incomplete because phone activity is missing.
Capabilities
What a Connection Can Do
Attach the Summary
Include the call summary so context travels with the record.
Field Mapping
Map VoxLink fields to the fields your CRM actually uses.
Configured Triggers
Choose which call outcomes create or update a record.
How it works
Setting Up a Connection
- 1
Confirm your CRM is supported for your account.
- 2
Configure the connection and authorise access.
- 3
Map the captured fields to your CRM fields.
- 4
Test with a call and check the record that is created.
- 5
Enable it for live calls.
Example workflow
CRM Integration in a Real Conversation
A qualified enquiry is captured on a call.
The connection maps the captured fields and call summary to your CRM's fields and creates or updates the record.
The enquiry appears in the CRM with context attached, without anyone re-keying the details.
Where it fits
Where It Fits
Sales pipelines
New enquiries created with qualifying detail attached.
Service teams
Job enquiries logged against the right customer record.
Reporting
Phone activity visible alongside your other channels.
Supported Systems Only
- We only describe connections that are actually supported and verified for your account - no CRM logos or integrations are implied here.
- Available actions depend on what the connected system exposes and what has been implemented.
- Confirm your CRM and the specific actions you need with our team before relying on them.
Use it inside
Related Solutions
Where it applies
Related Industries
Works with
Connected Features & Agents
Keep exploring
FAQ
CRM Integration Questions
Set up CRM Integration for your business
Configure the agent, test how it behaves on real conversations, then decide when to enable it for customers.