What gets synced
- Caller identification (existing contact or new lead)
- Call disposition (booked, qualified, escalated, declined)
- Structured intake data (services discussed, intent, qualifying answers)
- Full transcript with sentiment scoring
- Outcome (booking, sale, follow-up scheduled)
Native vs middleware integration
Native integrations (REST API, webhook, OAuth) are real-time and reliable. Middleware (Zapier, Make) introduces latency and failure points unsuitable for production-critical flows.
Common CRM integrations
- Salesforce, HubSpot, GoHighLevel: native via REST API + OAuth
- Follow Up Boss, kvCORE, BoomTown: native partner APIs
- Clio, MyCase, PracticePanther: native PMS integration
- Epic, Athena, eClinicalWorks: HL7 / FHIR for healthcare
Frequently Asked Questions
- Can voice AI integrate with my custom CRM?
- Yes — anything with a REST API or webhook surface can be integrated. Custom CRMs add 5–10 days to the build phase.