CRM Integrations

Push completed call outcomes to HubSpot or Salesforce. OAuth is recommended; API key and webhook fallbacks are supported.

OAuth setup (admin)

  1. Platform admin → Security & Session → enter HubSpot / Salesforce OAuth app credentials.
  2. Set redirect URI to {APP_URL}/dashboard/crm-oauth/callback in each CRM developer console.

Client connection

In the client dashboard Integration panel:

  • Click Connect HubSpot (OAuth) or Connect Salesforce (OAuth)
  • Or save HubSpot private app token / Salesforce webhook URL as fallback

API

  • GET /dashboard/crm-oauth/{provider}/start — returns authorize_url
  • GET /dashboard/crm-connections — list connections (tokens redacted)
  • PUT /dashboard/crm-connections/{provider} — upsert API key / webhook config

Sync behavior

When a call completes, the platform pushes contact notes, disposition, and structured answers to the active CRM connection. OAuth tokens refresh automatically when expired.