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Uservox integrates with your CRM to read and write lead/contact data, log call outcomes, and keep your pipeline up to date.
CRM Integration Guide
We have a comprehensive guide titled “Uservox CRM Integration” that covers:
- Authentication and API keys
- Data model and field mappings (lead/contact/opportunity)
- Webhooks for call outcomes and events
- Example payloads and end-to-end flows
If you have the PDF available, please add it to the repository (e.g., public/Uservox-CRM-Integration.pdf) and link it here:
Common Scenarios
- Create/Upsert Lead from your CRM or website
- Sync agent-collected fields (budget, timeline, intent) to your CRM
- Receive webhooks for call outcomes to trigger workflows
- Book meetings via calendar integration and update CRM automatically
Next Steps
- Obtain your API credentials from https://app.uservox.ai
- Map your CRM fields to Uservox agent capture fields
- Register a webhook endpoint to receive real-time events