Connect your CRM so every lead your AI agent captures on a call lands as a contact (and optionally a deal) in the CRM automatically. No CSV imports, no copy-paste.
CRM integrations are included on the Growth and Pro tiers. If you're on Starter, you'll see the integrations listed but the Connect button is grayed out with an upgrade prompt.
Supported CRMs today
- HubSpot: free, Starter, Professional, and Enterprise tiers all supported.
- GoHighLevel: Standard and Pro tiers. Sub-accounts are supported via the OAuth flow.
Other CRMs (Salesforce, Pipedrive, Zoho, Close) are on our roadmap. If you need one of those today, use the Webhooks integration to build a custom bridge. We have pre-written bridge samples on request.
Setup (HubSpot)
- Open Dashboard → Integrations.
- Find the HubSpot card and click Connect.
- Sign in to HubSpot and pick the portal you want to connect. If you have multiple portals (agency setup) you'll see them all in the picker.
- HubSpot asks for scopes: read/write contacts, read/write deals, read owners, read pipelines. Click Grant access.
- You're back in answara.ai on the Field mapping screen.
Field mapping
For each piece of information your agent captures, you pick where it lands in HubSpot:
- Caller name → First Name / Last Name
- Caller phone → Phone
- Caller email → Email (if captured)
- Call reason / intent → a custom HubSpot property you pick from a dropdown
- Call transcript URL → a custom "Last call transcript" property (we can create this for you)
You can also enable Auto-create deal so every new contact gets a deal in your default pipeline at a configurable stage (e.g., "New Lead").
Setup (GoHighLevel)
The GoHighLevel flow is identical except GHL calls contacts "contacts" and deals "opportunities." Everything else maps the same way.
What happens on a real call
The moment the call ends, we look up the caller in your CRM by phone number. If they exist we update the record with the latest call note and transcript link. If they don't exist we create a new contact with every field the agent captured, then fire a contact-created webhook so your other automations can react.
If a lead isn't showing up in the CRM, call (833) 309-4176. We can pull the recent sync attempts and any error messages from our end and tell you exactly what happened.