CRM Integrations

CRM Integrations

adaptlive can push call wrap-up data directly into your CRM so no follow-up task or deal update falls through the cracks.

HubSpot

1. Go to Settings → Integrations → HubSpot.
2. Click Connect HubSpot and authorize via OAuth.
3. Map your adaptlive wrap-up fields to HubSpot contact and deal properties.
4. Choose what gets created on submission: Contact update, Note, Deal, or Task.
5. Click Save. The next call wrap-up will sync automatically.

Salesforce

1. Go to Settings → Integrations → Salesforce.
2. Click Connect Salesforce and authorize via OAuth (uses your Salesforce username).
3. Map wrap-up fields to Salesforce object fields (Lead, Contact, Case, Activity).
4. Choose the object type to create or update on each submission.
5. Save and run a test submission to confirm.

Custom Webhook

Any CRM or system with an API can receive adaptlive wrap-up data via webhook:

1. Go to Settings → Integrations → Webhook.
2. Enter your endpoint URL.
3. Select the events to send: call.completed, wrapup.submitted, customer.updated.
4. Optionally add an Authorization header for your endpoint's auth.
5. Click Send Test Payload to verify.

Supported Field Types

All playbook field types sync: text, number, date, dropdown selection, checkbox, and multi-select. Long-form wrap-up summaries sync as a note or description field.