CRM Integration
CRM integration is the process of connecting your business phone system or AI receptionist to your customer database. It allows contact info, call notes, and appointment details to sync automatically between both tools without manual data entry.
Why CRM Integration Matters to Your Small Business
Managing customer info manually is a headache. When you are busy fixing a pipe or cutting hair, you do not have time to type phone numbers and notes into a computer. CRM integration does this work for you by sending call data directly to your software.
This saves you hours of paperwork and prevents lost leads. If a new customer calls while you are on a ladder, their name and needs are saved in your system before you even step back down. It ensures your business records are always accurate and ready for follow-up calls.
How SkipCalls Uses CRM Integration
SkipCalls connects directly with popular CRMs like HubSpot. When our AI receptionist answers a call, it identifies if the caller is a new lead or an existing client. After the call ends, SkipCalls automatically pushes the call summary, recording link, and any booked appointments straight into your CRM record.
Related SkipCalls Features:
- •AI Receptionist
- •Call Transcription
- •Automatic Appointment Booking
- •Web Dashboard
How the Sync Works
The integration uses a secure connection between SkipCalls and your CRM. When a call completes, SkipCalls sends a data packet containing the caller's name, phone number, and a text summary via an API. This happens in real-time, ensuring your records are always up to date.
