A CRM integration does two jobs: it sends leads to a voice agent to call, and it brings the result of each call back to the lead. Pick the route that matches the CRM you use.
| Your CRM | How it connects | Leads to call | Results back to the CRM |
|---|---|---|---|
| Edesy CRM | Native, built by Edesy | Call any contact from the CRM | Disposition, summary, transcript and recording on the contact; lead status updates |
| HubSpot, Salesforce, Zoho, GoHighLevel, Pipedrive | CRM integration service: we build and run the connector for you | From the CRM's own triggers | Written back to the CRM record |
| Any CRM that Zapier supports | Zapier app | Start Call action | Triggers for finished calls, recordings and extracted data |
| Any CRM, self-hosted automation | n8n node | Start a call from a workflow | Call events into the workflow |
| Anything with an API | Calls API + webhook subscriptions | POST/api/v1/calls |
Signed call.analyzed events to your endpoint |
Which one to use#
- You use Edesy CRM, or are choosing a CRM: use the native integration. Nothing to build, and every call result lands on the contact.
- You use HubSpot, Salesforce, Zoho, GoHighLevel or Pipedrive and want it done for you: use the CRM integration service.
- You already automate with Zapier or n8n: use their Edesy app or node.
- You have developers: call the API directly and subscribe to
call.analyzed. A worked example: Pipedrive voice bot.
All voice agent CRM integrations: /ai-voice-agent/integrations.