How to Connect Voice AI Agents to Your CRM
2 min read · Bolcho
A voice agent is only as useful as the data it leaves behind. Connecting it to your CRM means every call is logged with a transcript, summary and outcome, hot leads route to the right rep, and a new CRM lead can trigger an instant call-back. This guide covers what a good integration captures and how to wire it up.
What CRM sync should capture
A useful integration doesn't just log 'a call happened'. It records the full context so your team can act on it without listening to audio.
Per call, synced to your CRM
- Full transcript and a short AI summary of the conversation.
- The recording, linked to the contact.
- Structured outcome (booked / not interested / callback / paid) and any captured fields.
- Call metadata: number, direction, duration, language, timestamp.
- A task or status update so a human follows up on hot leads.
Two directions of sync
Outbound trigger: a new lead created in your CRM (or a form) fires an instant outbound call, so you reach the prospect in seconds instead of hours.
Inbound push: after every call, the agent pushes the transcript, summary and outcome back to the CRM record — and can create a follow-up task for the owner.
Built-in CRM, or bring your own
Bolcho includes an AI CRM (transcripts, summaries, recordings) out of the box — and pushes the same data to your CRM (HubSpot, Zoho, Salesforce, a Google Sheet) via webhooks and tools.
How to connect it
Two mechanisms do the work: server webhooks for events, and tools the agent calls mid-conversation.
- 1
Point a webhook at your endpoint
Bolcho signs and posts call events (call ended, summary ready) to your URL; you write them to the CRM.
- 2
Add a CRM tool
Give the agent an API tool so it can create or update a CRM record live during the call.
- 3
Trigger outbound from your CRM
Call Bolcho's API when a lead is created to start an instant outbound call.
- 4
Map the fields
Match captured fields (name, budget, outcome) to your CRM properties, once.
Example: end-of-call webhook
When a call ends, Bolcho posts a signed payload like this to your endpoint — write it straight to the CRM contact.
POST https://your-app.com/webhooks/bolcho
X-Bolcho-Signature: <hmac-sha256>
{
"event": "call.ended",
"call": {
"id": "call_9f2a...",
"direction": "inbound",
"from": "+9198XXXXXX21",
"durationSeconds": 143,
"language": "hi-IN",
"outcome": "appointment_booked",
"summary": "Caller booked a site visit for Sat 11am; budget 80L, 2BHK.",
"fields": { "name": "Rahul", "budget": "80L", "config": "2BHK" },
"recordingUrl": "https://.../rec.mp3",
"transcriptUrl": "https://.../transcript.json"
}
}Build it on Bolcho
Everything in this guide ships out of the box. Spin up an agent in minutes, free.
Frequently asked questions
Does Bolcho have a built-in CRM?
Yes — every call is logged with a transcript, summary and recording in Bolcho's built-in AI CRM, so you have a system of record even before connecting an external CRM.
Which CRMs can I connect?
Any CRM with an API or that can receive a webhook — HubSpot, Zoho, Salesforce, or even a Google Sheet. Bolcho pushes call data out via signed webhooks and can call your CRM API as a tool mid-conversation.
Can a new CRM lead trigger a call automatically?
Yes — call Bolcho's API when a lead is created to fire an instant outbound call, so you reach the prospect in seconds.
What data gets synced per call?
Transcript, AI summary, recording, structured outcome and captured fields, plus metadata (number, direction, duration, language) — enough for a rep to act without replaying audio.