Seamless CRM Integration for Unified Customer Data
Connect Kallina AI with your CRM for automatic lead capture, customer lookup, and conversation logging
How CRM Integration Works
Phone Number Lookup
Incoming calls trigger automatic customer lookup in your CRM
Context Retrieval
AI loads customer history, preferences, and recent interactions
Personalized Response
Agent uses customer context for personalized service
Automatic Logging
Conversation summary and next steps are logged to CRM
Key Benefits
Auto Lead Capture
New callers automatically added as leads with all collected info
Customer Context
AI sees customer history and personalizes responses
Conversation Logging
Every call logged with transcription and summary
Task Creation
Follow-up tasks automatically created in CRM
Use Cases
Sales Teams
Leads captured 24/7 with qualification data flow directly to sales reps
Customer Support
Support tickets created automatically with call context and transcription
Account Management
Existing customers recognized and served with full history context
Marketing
Call data enriches customer profiles for better targeting
Technical Specifications
| Sync Type | Real-time bidirectional |
| Data Logged | Transcript, summary, sentiment, next steps |
| API Type | REST and Webhooks |
| Security | OAuth 2.0, encrypted transmission |
Works With Your Favorite Tools
Frequently Asked Questions
Which CRMs are supported?
What data is synced to CRM?
Can it update existing customer records?
Is the integration secure?
Ready to Get Started with CRM Integration?
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