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Go to Settings > Integrations in TalkToCRM and click "Connect" next to your CRM provider. You'll be redirected to authorize the connection via OAuth. Once authorized, your CRM is ready to receive call summaries.
TalkToCRM integrates with HubSpot, Salesforce, and Pipedrive. All CRM integrations are included on every plan, including Starter.
Record your calls directly in TalkToCRM or upload audio files. Our AI transcription engine processes the audio and generates an accurate transcript. The transcript is then enriched with summaries, key topics, action items, and follow-ups.
Go to Settings > Team to invite team members via email. Team members share the same CRM connection and can view each other's recordings and summaries within the organization.
You'll receive a notification when you're approaching your monthly limits. Once a limit is reached, that feature pauses until the next billing cycle. You can upgrade your plan at any time to increase your limits.
Yes. In your CRM integration settings, configure the sync destination (notes, tasks, or both) and the task mode (individual or grouped). Once configured, matched conversations sync to your CRM automatically.