How to Integrate with CRMs

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Overview

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Supported CRM Platforms

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Integration Features

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Automatic Data Sync

• Call Records: Automatically create call records in your CRM
• Contact Updates: Update contact information from conversations
• Lead Creation: Create new leads from outbound calls
• Activity Logging: Log all call activities to contact records

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Two-Way Sync

• CRM to Tabbly: Import contacts and data for outbound campaigns
• Tabbly to CRM: Export call results and transcripts
• Real-Time Updates: Sync data in real-time during calls
• Batch Sync: Schedule bulk data synchronization

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Custom Field Mapping

• Map Custom Fields: Map Tabbly data to your CRM fields
• Data Transformation: Transform data format during sync
• Conditional Logic: Apply rules for data mapping
• Validation: Ensure data quality before syncing

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Setting Up CRM Integration

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Step 1: Choose Your CRM

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Step 2: Authenticate

• Click “Connect” to authenticate with your CRM
• Grant necessary permissions for data access
• Verify connection status

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Step 3: Configure Mapping

• Map Tabbly fields to CRM fields
• Set up custom field mappings
• Configure sync rules and triggers

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Step 4: Test Integration

• Run a test call to verify data sync
• Check CRM for created/updated records
• Verify data accuracy

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Step 5: Enable Auto-Sync

• Enable automatic synchronization
• Set sync frequency (real-time or scheduled)
• Configure error handling

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Integration Examples

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Salesforce Integration

// Example: Creating a Lead in Salesforce after call
{
  "firstName": "John",
  "lastName": "Doe",
  "email": "john@example.com",
  "phone": "+1234567890",
  "company": "Acme Corp",
  "leadSource": "Tabbly Voice Agent",
  "status": "Qualified",
  "callNotes": "Interested in product demo"
}

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HubSpot Integration

// Example: Updating Contact in HubSpot
{
  "email": "john@example.com",
  "properties": {
    "last_call_date": "2024-01-15",
    "call_outcome": "Appointment Scheduled",
    "call_duration": "5:32",
    "call_transcript": "..."
  }
}

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Data Sync Options

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Real-Time Sync

• Immediate Updates: Data syncs immediately after call ends
• Best For: Critical data that needs instant updates
• Considerations: Higher API usage, requires stable connection

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Scheduled Sync

• Batch Updates: Sync data at scheduled intervals
• Best For: Non-critical data, reducing API calls
• Options: Hourly, daily, or custom schedule

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Manual Sync

• On-Demand: Trigger sync manually when needed
• Best For: Testing, troubleshooting, or one-off updates
• Access: Available in dashboard or via API

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Custom Integrations

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REST API Integration

POST https://api.tabbly.io/v1/calls/sync
Authorization: Bearer YOUR_API_KEY
Content-Type: application/json

{
  "crm_type": "custom",
  "endpoint": "https://your-crm.com/api/webhook",
  "mapping": {
    "contact_name": "name",
    "contact_email": "email",
    "call_outcome": "status"
  }
}

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Webhook Integration

// Webhook payload example
{
  "event": "call.completed",
  "call_id": "call_123",
  "contact": {
    "name": "John Doe",
    "phone": "+1234567890"
  },
  "outcome": "appointment_scheduled",
  "transcript": "...",
  "recording_url": "https://..."
}

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Troubleshooting

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Best Practices

• Test First: Always test integration with sample data
• Monitor Syncs: Regularly check sync logs for errors
• Map Fields Carefully: Ensure accurate field mapping
• Handle Errors: Set up error notifications and retry logic
• Document Customizations: Document any custom mappings or rules

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