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Sockly integrates seamlessly with your CRM. Every call automatically creates or updates contacts, logs activities, creates tasks, and syncs with your existing workflows. Works with Salesforce, HubSpot, Zoho, Pipedrive, and 50+ other platforms.
Stop double-entering data and keep your CRM perfectly up-to-date. Sockly's deep CRM integrations automatically sync call data, transcripts, recordings, and outcomes directly into your CRM. When a known customer calls, we pull their information for personalized service. After the call, we create detailed activity logs, update contact fields, create follow-up tasks, and trigger automations. New leads are automatically added as contacts with full qualification data. Appointments sync to your CRM calendar. Configure field mappings, custom objects, and workflows to match your exact business process. Native integrations with Salesforce, HubSpot, Zoho, Pipedrive, and 50+ others, plus Zapier/Make support for thousands more.
Screenshot: /images/features/crm-integration-dashboard.png
Agency syncs every lead call with HubSpot, automatically creating contacts and tracking journey
Result:
Eliminated 15 hours/week of manual data entry and increased lead response speed by 89%
Company routes sales calls to Salesforce, creating opportunities and logging activity automatically
Result:
Sales team spends 12 more hours per week selling instead of logging calls, revenue up 22%
Franchise syncs customer calls across 15 locations into central Zoho CRM for unified reporting
Result:
Corporate visibility into all customer interactions, identified $340K in cross-sell opportunities
Native integrations: Salesforce, HubSpot, Zoho, Pipedrive, Close, Copper, and 50+ more. Plus Zapier/Make support for thousands of other platforms.
Yes. Map call data to any CRM field, create custom objects, and configure exactly what syncs and when.
Absolutely. You can map call data to any custom field in your CRM.
Yes! We do two-way sync. When a known customer calls, we pull their CRM data for personalized service.
Real-time. Call data syncs to your CRM within seconds of the call ending.
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