Real-time CRM sync during calls
The AI reads and writes live records with Google Sheets, Zoho and Custom API while the caller is on the line.
AI Voice Agent CRM Integration That Writes Every Call Into Your CRM
OnDial connects your AI voice agent to your CRM so it can read and write customer data during live calls, push qualified leads after calls, and pull contacts into outbound campaigns. Call outcomes are saved while the caller is still on the line, so you get automatic call logging in your CRM without manual typing. Use Zoho or Google Sheets out of the box, or connect any CRM with our Custom API.
- Zoho
- Google Sheets
- Odoo
- HubSpot
- Salesforce
- Shopify
- Your Own CRM
Overview
AI CRM Integration Built for Voice
Most CRM call logging software only records that a call happened. OnDial goes further. Your AI phone agent works with live CRM data in the middle of a conversation, answers from real records, and saves what it learns back to the system you chose. You decide which CRM each agent or campaign uses. The AI never guesses where your data lives.
Challenge
Why Manual CRM Data Entry Slows Every Team Down
- Generic answers. Without access to orders, bookings or accounts, the AI can only say let me transfer you.
- Lost leads. Details from the call sit in a recording instead of your CRM.
- Repeated work. Staff copy call outcomes into the CRM by hand. This is the after-call work that automatic CRM data entry removes.
- Stale outbound lists. Campaigns run on exported spreadsheets instead of live CRM data.
- Left-out systems. Many businesses run in-house tools that standard integrations don't cover.
Comparison
Manual Logging vs OnDial Automatic Call Logging
| Manual process | With OnDial | |
|---|---|---|
| Call outcome | Typed in after the call | Saved to the CRM during or right after the call |
| Customer data on the call | Agent says let me check | AI reads the record mid-call |
| Lead capture | Depends on staff remembering | Pushed by policy: never, qualified, or always |
| Outbound lists | Exported spreadsheets | Synced from the CRM |
| Custom systems | Left out | Connected through Custom API |
Solution
One AI Agent, Three Ways to Work With Your CRM
OnDial's conversational AI CRM integration covers the whole call lifecycle. During the call, the AI looks up records, checks status, and creates or updates entries in real time. After the call, OnDial pushes the lead into your CRM, always or only when the caller is qualified. This is the AI voice agent CRM write-back that keeps your pipeline current. For outbound campaigns, it pulls contacts straight from your CRM and dials them. You choose the CRM for each agent or campaign. Every call reads from and writes to the system you set up.
Process
From First Ring to CRM Update
During the call
- Call starts. OnDial starts the session and tells the AI which CRM actions are available for that agent.
- Caller asks. For example, "Where is my order?" or "I'd like to book a test drive."
- AI queries your CRM. The AI requests the record through one secure connection, and OnDial sends it to the CRM you configured.
- Your data comes back. The AI answers in natural language, or confirms the new entry was saved.
| Operation | What it does |
|---|---|
| Read (lookup) | Find one record, such as an order, patient or vehicle |
| List | Fetch a catalog or set of values, such as projects or hospitals |
| Write | Create a new record, such as a lead, complaint or service booking |
| Update | Change an existing record, such as a site visit stage |
After the call
When an inbound call ends, OnDial can create the lead in Zoho, Odoo, HubSpot or Salesforce. You set the policy:
| Policy | What happens |
|---|---|
| Never | No leads are pushed automatically |
| Only when qualified (default) | A lead is pushed only if the caller qualified |
| Always | Every completed call becomes a lead |
Google Sheets and Custom API connections write during the call itself.
Outbound campaigns
CRM triggered AI calls take four steps:
- Connect your CRM with a secure sign-in (OAuth).
- Choose the module and fields you want.
- Sync contacts into your campaign, once or on auto-sync.
- Dial. The AI calls the synced contacts.
Features
Features That Keep Your CRM Accurate Without Manual Work
Capabilities
What Changes After You Connect Voice AI to Your CRM
- Callers get answers from real data instead of transfers.
- Qualified leads reach the CRM without manual entry.
- Staff spend less time on after-call updates.
- Outbound campaigns run on current contacts.
- In-house and custom systems are covered, not left out.
Benefits
What Sales and Support Teams Get
Sales
- Qualified leads arrive in the CRM without anyone typing them in. This is how you reduce manual CRM data entry.
- Salesforce voice AI automation pushes leads straight to your pipeline.
- Campaigns dial live CRM contacts, so outreach isn't built on old exports.
Support
- Callers get real answers on orders, returns, complaints and service status.
- Complaints are logged as records the moment they are raised, which cuts after-call work automation down to a review step.
- Support tools such as Zendesk can connect through Custom API once your endpoint is in place.
Industries
What Your AI Agent Can Do With CRM Access
Hospitals can use one Custom API webhook for patient lookup at the start of a call, live lists of specialties, hospitals and doctors, and appointment slots and booking. You can limit the agent to all hospitals, one hospital or one doctor. An AI receptionist with CRM integration can serve front-desk workflows in any of these industries, because it checks the same records your staff would.
| Industry | What the AI can do on a call |
|---|---|
| Real estate | List available projects, capture leads, update site-visit status |
| Healthcare | Look up lab reports and prescriptions, find patients, list specialties, hospitals and doctors |
| Automobile | Check service, delivery and spare-part status, look up vehicle details, book services and test drives, log sales inquiries and complaints |
| E-commerce support | Look up orders, track returns, exchanges and refunds, log complaints, answer product category questions |
| Logistics and courier | Track shipments, handle delivery exceptions, check zone availability |
Integrations
AI Voice Agent Integrations for the Tools You Already Use
| CRM | During live calls | After-call lead push | Outbound contact sync | Best for |
|---|---|---|---|---|
| Google Sheets | Live | Not applicable | Yes | Order lookup, reports, catalogs and lead capture without a full CRM |
| Zoho CRM | Live | Yes | Yes | Teams on Zoho that want the full loop |
| Custom CRM / API | Live | Not applicable | Via campaign API source | In-house CRMs, HMS, middleware, any HTTPS backend |
| Odoo | Via Custom API | Yes | Yes | Lead push and contact sync |
| HubSpot | Via Custom API | Yes | Yes | Lead push and contact sync |
| Salesforce | Via Custom API | Yes | Yes | Lead push and contact sync |
| Shopify | Not applicable | Not applicable | Yes | Store contacts and product data for campaigns |
- Zoho CRM AI voice agent: the full loop of live lookups, after-call lead push and campaign sync.
- HubSpot AI voice agent integration: voice AI for HubSpot covers after-call lead push and contact sync for campaigns. For live-call lookups, place a Custom API in front of HubSpot.
- Salesforce AI voice agent integration: lead push and contact sync, with live-call lookups through Custom API.
- Odoo and Shopify: Odoo works for lead push and sync, and Shopify supplies store contacts for outbound campaigns.
- Other CRMs: Platforms such as Microsoft Dynamics 365, Pipedrive, Freshsales or LeadSquared can connect through Custom API when they can sit behind an HTTPS endpoint.
Enterprise Readiness
Enterprise AI Voice AgentsBuilt for Control
OnDial is enterprise voice AI for teams that need to decide what the agent can and cannot do. It works as an AI voice agent for enterprises.
HIPAA
Protected health information on every call
GDPR
Privacy-by-design for EU data subjects
PCI DSS
Secure handling of payment conversations
SOC 2
Audited security, availability & confidentiality
ISO Compliance & Security
Iso certified security and compliance
Outcomes
How the agent works with your CRM
- ways the agent works with your CRM
- 3
- connection options, including Custom API
- 7
- simple operations: read, list, write, update
- 4
Get started free
Connect Your CRM to a Voice Agent That Actually Knows Your Customers
See OnDial look up a live record from your own system during a call.
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AI Voice Agent CRM Integration FAQs
You choose a CRM for each agent or campaign. During calls, the AI reads, lists, writes and updates records through one secure connection. After calls, OnDial can push leads. For campaigns, it syncs contacts from the CRM.