CRM Integrations
Connect HubSpot, Pipedrive, Salesforce, or other CRMs so Adam logs calls and meetings, and Raya syncs support conversations automatically.
Overview
CRM integrations let Adam and Raya read from and write to your customer database. Adam logs call outcomes, meeting bookings, lead notes, and deal stage updates after every sales conversation. Raya syncs support conversations so your team has full customer context in one place. All CRM data flows bi-directionally, so changes in your CRM reflect in Teammates.ai and vice versa.
| CRM | Integration Type | Used By | Key Features |
|---|---|---|---|
| HubSpot | Native | Adam, Raya | Create/update contacts, log calls and notes, sync deal stages, use filters for call lists. |
| Pipedrive | Native | Adam, Raya | Log qualified leads, associate calls with deals, sync contact info. |
| Salesforce | Native (Integration Hub) | Adam, Raya | Full CRM sync, custom field mapping, bi-directional data flow. |
| Zoho, Freshsales, others | Via Zapier | Adam, Raya | Connect any CRM through Zapier triggers and actions. |
What Adam Syncs to Your CRM
After every sales call, Adam automatically logs the following data to your connected CRM. No manual data entry required.
| Data Field | Description |
|---|---|
| Contact Info | Lead name, email, phone number, company name, and firmographic data. |
| Call Outcome | Connected, voicemail, no answer, not interested, meeting booked, or callback requested. |
| Meeting Details | Date, time, timezone, conferencing link, and attendee list. |
| Call Notes | Conversation summary, key objections raised, and next steps discussed. |
| Deal Stage | Adam updates the deal pipeline based on call outcome (e.g., moves to "Meeting Scheduled"). |
What Raya Syncs to Your CRM
Raya logs support conversations to your CRM so your sales and account management teams see the full picture of each customer relationship.
| Data Field | Description |
|---|---|
| Conversation Log | Full conversation transcript attached to the contact record. |
| Resolution Status | Whether the ticket was resolved by Raya or escalated to a human. |
| Customer Sentiment | Raya tags each conversation with sentiment (positive, neutral, negative). |
| Contact Updates | If a customer shares new info (email, phone, address), Raya updates the CRM record. |
Setup Steps (HubSpot Example)
The setup process is similar across all native CRM integrations. Here is the HubSpot flow.
- 1
Navigate to Integrations
In the Dashboard, go to Organization Settings > Integrations and find the HubSpot card.
- 2
Authorize HubSpot
Click "Connect HubSpot" and sign in to your HubSpot account. Grant Teammates.ai permissions to read and write contacts, companies, deals, and activities.
- 3
Configure Field Mapping
Map Teammates.ai data fields to your HubSpot properties. Standard fields (name, email, phone, company) map automatically. Custom fields require manual mapping.
- 4
Turn On Bi-Directional Sync
Toggle bi-directional sync so changes in HubSpot (like updated contact info or deal stage changes) flow back to Teammates.ai. This keeps Adam and Raya working with the latest data.
- 5
Test the Integration
Have Adam make a test call or create a test contact. Check HubSpot to confirm the contact, call log, and notes appear correctly.
Bi-Directional Sync Explained
Bi-directional sync means data flows both ways between Teammates.ai and your CRM. When Adam updates a contact after a call, that update appears in your CRM within seconds. When your sales team updates a deal stage in the CRM, Adam sees the new stage on his next interaction with that lead. This eliminates duplicate data entry and keeps your entire team (human and AI) working from one source of truth.
Frequently Asked Questions
Can I connect multiple CRMs at the same time?▾
Does the CRM integration cost extra credits?▾
What happens if the CRM sync fails?▾
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