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  1. Home
  2. Features
  3. CRM Integration
Automatic CRM Sync

Every Call Goes Straight to Your CRM

Stop typing call notes into your CRM. SkipCalls automatically creates contacts, logs calls, and updates deals in ServiceTitan, Jobber, HubSpot, Salesforce, and more. Zero manual data entry.

Download on the App StoreGet it on Google Play
0
Manual data entry
<30s
Sync time after call
12+
Native integrations
100%
Calls logged automatically

How CRM Integration Works

Automatic sync from call to CRM record in under 30 seconds.

1

AI handles the call

Your AI receptionist answers, qualifies the caller, and captures all relevant information.

2

Data is structured

Name, phone, email, reason for call, appointment details - all organized into clean fields.

3

CRM is updated automatically

New contact created or existing contact updated. Call logged. Notes added. All without you lifting a finger.

4

Workflows triggered

Trigger follow-up tasks, sales sequences, or any automated workflow based on call outcomes.

Supported CRMs and Tools

Native integrations that work out of the box.

ServiceTitan logo

ServiceTitan

Field Service

Create customers, book jobs, and log calls directly into ServiceTitan.

Customer creationJob bookingCall logging
Jobber logo

Jobber

Field Service

Create clients and work requests automatically from every call with full transcripts.

Client creationWork requestsCall transcripts
HubSpot logo

HubSpot

CRM

Create contacts, log calls, and update deals in HubSpot CRM.

Contact syncDeal updatesCall logging
Salesforce logo

Salesforce

CRM

Enterprise-grade integration with Salesforce leads and activities.

Lead creationActivity loggingOpportunity updates
GoHighLevel logo

GoHighLevel

Marketing

Push leads, trigger workflows, and sync data with GHL.

Contact syncWorkflow triggersPipeline updates
Zapier logo

Zapier

Automation

Connect to 5,000+ apps for unlimited automation possibilities.

5000+ appsCustom workflowsMulti-step zaps
View all integrations

Why CRM Integration Matters

Zero Manual Entry

Every call automatically creates or updates CRM records. Your team never has to type anything.

Complete Customer History

Every call is logged with full transcript and summary. Never ask "What did we discuss last time?"

Faster Follow-Up

Leads appear in your CRM immediately after calls. Start follow-up sequences within minutes.

Custom Webhooks

For CRMs not on our list, use webhooks to send call data anywhere via HTTP.

Industry Use Cases

IndustryCRMWorkflow
Home ServicesServiceTitan / JobberNew customer calls → Job created → Technician dispatched
HealthcarePractice ManagementPatient calls → Record updated → Appointment scheduled
Real EstateFollow Up Boss / kvCORELead calls → Contact created → Agent notified → Drip started
LegalClio / PracticePantherProspect calls → Lead intake → Consultation scheduled
Sales TeamsHubSpot / SalesforceInbound call → Deal created → Tasks assigned → Sequence started
AgenciesGoHighLevelClient calls → Contact synced → Automation triggered

Data That Gets Synced

Caller name
Phone number
Email address
Call date/time
Call duration
Call summary
Full transcript
Call outcome
Appointment details
Custom fields
Call recording URL
AI sentiment analysis

Frequently Asked Questions

How do CRM integrations work?

When SkipCalls handles a call, it automatically sends structured data to your connected CRM. For native integrations (ServiceTitan, HubSpot, etc.), you connect via OAuth and configure field mapping. For other CRMs, you can use Zapier or custom webhooks to receive call data.

What data gets synced to my CRM?

By default: caller name, phone number, email (if collected), call summary, full transcript, call outcome, and any custom fields you configure. For appointment bookings, the appointment details are also synced.

Will it create duplicates in my CRM?

No. SkipCalls checks for existing contacts by phone number before creating new records. If a contact already exists, it updates their record with the new call information rather than creating a duplicate.

Can I map custom fields?

Yes. During integration setup, you can map SkipCalls data fields to your CRM's custom fields. For example, you can map "reason for call" to a custom field in your CRM for lead qualification.

What if my CRM is not listed?

You have two options: Use Zapier to connect SkipCalls to 5,000+ apps including most CRMs. Or use custom webhooks to receive call data via HTTP POST and handle it with your own integration.

Do CRM integrations cost extra?

No. All integrations are included in the standard $199/year plan. There are no additional fees for CRM connections, webhooks, or data sync.

Related Features

Appointment Scheduling

Appointments sync to your calendar and CRM

Call Transcription

Full transcripts attached to CRM records

All Integrations

Calendar, messaging, and automation tools

Connect Your CRM Today

Setup takes minutes. Every call from now on will automatically sync to your CRM. Included in your $199/year plan.

Download on the App StoreGet it on Google Play
SkipCalls

AI-powered phone assistant that answers calls 24/7.

Rated 4.2 stars based on 46 reviews

+1 (888) 884-9511[email protected]

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