Send call results to your CRM
After every call we can send what happened to your CRM: booked or not, the lead's answers, a summary and the recording link.
Pick the easiest way
- HighLevel: results come back as a note and a tag automatically. See Connect HighLevel.
- Zapier or Make: in Your tools, under Send results to, choose Zapier / Make, then pass the result on to HubSpot, Pipedrive, Google Sheets or any other app.
- My own URL (developers): follow the steps below.
Send results to your own address
- Open Connect & Billing, then Results to CRM.
- Under Where to send results, paste Your address (URL). It must start with https://.
- Under Send me a result when…, tick the events you want: A call finishes, An appointment is booked, A lead is not a fit.
- Press Save.
- Press Send a test result and check that your server answered “200 OK”.
- Give your developer the Signing secret, so your server can check each result really came from us. The webhooks guide shows how.
Delivery log
The Delivery log shows the last 7 days. Failed sends are retried 5 times over 6 hours. Choose Failed only to see problems, and press Resend or Resend now to try again.
Change the signing secret
Press Rotate secret. The old one keeps working for 24 hours so you have time to update your server.