Peter van Doorn

Founder of Voice Mate

Crm Integration

Missed calls can become lost opportunities. Voice Mate syncs call details and transcripts directly into your CRM, saving time and improving lead follow-up.

Automatically create leads, attach transcripts, and assign follow-ups in your CRM, ensuring no opportunity slips through the cracks.

Set up CRM integration to streamline workflows, improve data accuracy, and enhance team productivity.

Getting Started

Setup is easy: follow the steps below. You need the Voice Mate app on your phone.

1. 1. Create a Hubspot Integration

   Navigate to Hubspots integrations page and select Private Apps.

   

---





2. 2. Set the scopes

   You will need the scope for Actions, crm.objects.contacts: read, write and crm.schemas.contacs.write. This allows Voice Mate to add a call event but also check if a contact already exists

   

---





3. 3. Grab the Hubspot API key

   Grab the API keys from Hubspot, we'll paste these into Voice Mate in the next step

   

---





4. 4. Add the API key to Voice Mate

   Add the API key to the Voice Mate Integrations panel and click save

   

---





5. 5. New Contacts and Calls are created

   Now whenever a new call is recorded in Voice Mate, Hubspot will be notified. If a contact exists we will add the call to the notes, if it does not exist we'll create a new contact

   

---