How to Connect ElevenAgents to Your CRM (Salesforce, HubSpot)
How to Connect ElevenAgents to Your CRM (Salesforce, HubSpot)
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Yes — ElevenAgents integrates directly with major CRM platforms like Salesforce and HubSpot. Every call becomes a structured data point in your CRM, automatically logged, categorized, and actionable — with zero manual data entry.
Does ElevenAgents Integrate with CRM?
Absolutely. ElevenAgents offers native integrations with the most popular CRM platforms:
- Salesforce — Create leads, contacts, accounts, and opportunities
- HubSpot — Log contacts, deals, and activities
- Pipedrive — Add leads and update deal stages
- Zendesk Sell — Create and update contacts and deals
- Microsoft Dynamics 365 — Full CRM entity management
- Any REST API CRM — Custom integrations via webhooks
Why CRM Integration Matters for Voice Agents
Without CRM integration, an AI receptionist is just a talking note-taker. With CRM integration, it becomes a full-fledged revenue operations tool:
- No data entry: Every call automatically creates or updates CRM records
- Lead enrichment: The AI captures more data in 60 seconds than a web form collects in a week
- Instant routing: Qualified leads appear in the right sales rep’s queue immediately
- Full context: When the human calls back, they see the entire call transcript and qualification summary
- Activity history: Every phone interaction is timestamped and categorized in the CRM timeline
Connect ElevenAgents to your CRM — start free →
Setting Up the Salesforce Integration
Step 1: Authenticate
In your ElevenAgents dashboard, navigate to Integrations → Salesforce. Click “Connect Salesforce” and authorize through OAuth 2.0. You’ll need Salesforce admin access.
Step 2: Map Fields
Configure how call data maps to Salesforce objects:
| Call Data | Salesforce Field | Example |
|---|---|---|
| Caller name | Lead.Name / Contact.Name | Mark Johnson |
| Phone number | Lead.Phone | +1-555-0123 |
| Lead.Email | mark@example.com | |
| Reason for calling | Lead.Description | “Interested in solar panels” |
| Lead score | Lead.Rating | Hot / Warm / Cold |
| Call outcome | Task.Subject | “AI call: Appointment booked” |
| Call transcript | Lead.Notes or custom field | Full transcript text |
| Appointment booked | Activity.Date / Event | 2026-07-24T10:00:00 |
Step 3: Configure Workflow Triggers
Define what happens based on conversation outcomes:
- New lead: Caller is not in CRM → Create Lead → Assign to round-robin queue
- Existing contact: Caller matches a contact → Log activity → Update if new info
- Hot lead: Lead score > 80 → Create Lead + Create Task for immediate call-back
- Appointment booked: Create Event on calendar + send notification to owner
Setting Up the HubSpot Integration
Step 1: Connect
In ElevenAgents → Integrations → HubSpot, click “Connect.” Authorize with your HubSpot account (admin or super admin).
Step 2: Object Mapping
Map call data to HubSpot objects:
| Call Data | HubSpot Object | Property |
|---|---|---|
| Full name | Contact | firstname, lastname |
| Phone | Contact | phone |
| Contact | ||
| Company | Company | name |
| Need/Reason | Deal | dealname, description |
| Lead score | Contact | hs_lead_status |
| Timeline | Deal | dealstage |
| Budget | Deal | amount |
Step 3: Enable Activity Logging
Every call generates a HubSpot activity that appears on the contact timeline — timestamp, duration, outcome, and a link to the full recording/transcript stored in ElevenLabs.
Custom API/Webhook Integration
If your CRM isn’t in the native integration list, ElevenAgents supports REST webhooks. Every call event (started, completed, qualified, booked) sends a structured JSON payload to any endpoint you specify. Your engineering team can map this to your CRM’s API in a day.
Real Workflow Example: HubSpot + Sales + Calendar
- Prospect calls your business
- ElevenAgents answers, qualifies the lead
- HubSpot: New Contact created with phone, email, company, lead status
- HubSpot: New Deal created with amount (from budget question) and deal stage
- Google Calendar: Appointment booked via Calendly integration
- HubSpot: Meeting logged on the contact’s timeline
- Slack: Sales team notified: “🔥 Hot lead: $15K deal, demo booked Thursday 2 PM”
- SMS: Prospect receives confirmation text with meeting details
All of this happens automatically, triggered by a single 60-second phone call.
Integrate ElevenAgents with your CRM today →
#ad — This post contains affiliate links. As an ElevenLabs partner, I may earn a commission if you sign up through my link.
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