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CRM integrations

AI calling that writes back to your CRM after every call

SquadStack.ai AI voice agents sync both ways with Salesforce, LeadSquared, Zoho CRM, HubSpot, Meritto, Freshsales and Google Sheets. New leads trigger calls within minutes, and the outcome, disposition, callback time, recording and transcript land back on the record.

At a glance

Ready connectors
Salesforce, LeadSquared, Zoho CRM, HubSpot, Meritto, Freshsales, Google Sheets
Other CRMs
Any CRM or in-house system through our API
Direction
Two-way: leads in, outcomes out
Data out
CRM sync, outcome webhooks, API and bulk files
Who builds it
Our forward deployed engineer, during setup
Cost
Included in your engagement

What a CRM integration does

Calls the moment a lead lands

A new lead in your CRM can trigger a call within minutes, in the language the customer prefers.

Writes back every result

Outcome, disposition, callback time, recording and transcript go back to the record, so your team works from one place.

Keeps stages honest

Status and stage updates follow your rules, and hot leads can be passed to your sales team live.

What moves between your CRM and SquadStack.ai

From your CRM

  • Lead ID, name and phone number
  • Optional fields such as product, offer, city, language and source
  • Updates to leads already in a campaign

Back to your CRM

  • Call outcome and disposition
  • Callback date and time when the customer asks for one
  • Recording and transcript links
  • Call duration and attempt history
  • Stage or status updates your workflow needs

Security for every integration

SquadStack.ai is ISO 27001, ISO 27701 and SOC 2 Type II certified, and DPDP and TRAI compliant. Customer data stays in India on AWS Mumbai. Integrations run over TLS with bearer tokens and IP whitelisting on both sides, and personal details like Aadhaar and PAN are redacted before they reach the language model.

Certificates and security reports on our Trust Center

Frequently asked questions

Which CRMs have ready connectors?

Salesforce, LeadSquared, Zoho CRM, HubSpot, Meritto, Freshsales and Google Sheets. Other CRMs connect through our API, built by our team.

Can AI voice agents update our CRM automatically after each call?

Yes. After every call the agent writes back the outcome, disposition, callback time, and links to the recording and transcript. Stage changes follow the rules agreed during setup.

What fields do you need from our CRM?

Three are required: a lead ID, the contact name and the phone number. Anything else you send, like product or offer, makes the conversation more specific.

How quickly are new leads called?

Leads sent through the API can be called within minutes. Timing, retries and calling windows are set per campaign.

Who builds the CRM integration?

A forward deployed engineer from SquadStack.ai builds and tests it during setup. It is part of the engagement, with no separate integration fee.