CRM Integration

Connect your CRM to automatically log calls, create contacts, and update records — all without lifting a finger.

Supported CRMs

• HubSpot — Full integration with contacts, deals, and activities.
• Salesforce — Sync contacts, log calls, create tasks and opportunities.
• Zoho CRM — Create contacts, log calls, and update records.

Connecting Your CRM

Go to Workflows → "CRM Integration" and click "Connect" next to your CRM. Most connections use OAuth — you'll be redirected to your CRM to authorize the connection.

Auto-Create Contacts

When enabled, BHOMY automatically creates a new contact in your CRM for every new caller. The contact record includes:

• Phone number
• Name (if provided during the call)
• Email (if provided)
• Call summary
• Tags based on call outcome

Field Mapping

Map BHOMY data fields to your CRM fields. For example:

Call Logging

Every call is automatically logged as an activity in your CRM. The log includes call duration, outcome, transcript summary, and a link to the full recording.

Creating Deals & Tickets

Configure triggers to automatically create deals or support tickets based on call content:

• Caller expresses purchase intent → Create deal in pipeline
• Caller reports an issue → Create support ticket
• Caller requests a quote → Create opportunity