> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tabbly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Integrate with CRMs

> Connect Tabbly with your CRM to sync call data, contacts, and interactions

## Overview

Tabbly integrates seamlessly with popular CRM platforms, allowing you to automatically sync call data, update contact records, and trigger workflows based on call outcomes.

## Supported CRM Platforms

<CardGroup cols={3}>
  <Card title="Salesforce" icon="cloud">
    Full integration with Salesforce CRM
  </Card>

  <Card title="HubSpot" icon="hubspot">
    Native HubSpot integration
  </Card>

  <Card title="Zoho CRM" icon="zoho">
    Complete Zoho CRM sync
  </Card>

  <Card title="Pipedrive" icon="pipedrive">
    Pipedrive integration available
  </Card>

  <Card title="Custom CRM" icon="code">
    Connect any CRM via REST API
  </Card>
</CardGroup>

## Integration Features

### 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

### 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

### 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

## Setting Up CRM Integration

### Step 1: Choose Your CRM

Navigate to **Settings > Integrations** and select your CRM platform.

### Step 2: Authenticate

* Click "Connect" to authenticate with your CRM
* Grant necessary permissions for data access
* Verify connection status

### Step 3: Configure Mapping

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

### Step 4: Test Integration

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

### Step 5: Enable Auto-Sync

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

## Integration Examples

### Salesforce Integration

```javascript theme={null}
// 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"
}
```

### HubSpot Integration

```javascript theme={null}
// 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": "..."
  }
}
```

## Data Sync Options

### 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

### Scheduled Sync

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

### Manual Sync

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

## Custom Integrations

### REST API Integration

Connect any CRM or system using Tabbly's REST API:

```bash theme={null}
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"
  }
}
```

### Webhook Integration

Receive call data via webhooks:

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

## Troubleshooting

<AccordionGroup>
  <Accordion title="Connection Issues">
    * Verify API credentials are correct
    * Check CRM API rate limits
    * Ensure network connectivity
    * Review error logs in dashboard
  </Accordion>

  <Accordion title="Data Not Syncing">
    * Verify field mappings are correct
    * Check CRM field permissions
    * Review sync logs for errors
    * Test with manual sync first
  </Accordion>

  <Accordion title="Duplicate Records">
    * Configure duplicate detection rules
    * Use unique identifiers for matching
    * Set up merge logic in CRM
  </Accordion>
</AccordionGroup>

## 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

## Need Help?

<Card title="Contact Integration Support" icon="life-ring" href="mailto:support@tabbly.io">
  Our team can help you set up and troubleshoot CRM integrations
</Card>