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    CRM Integrations

    Connect CRM systems so Guest conversations become structured business records.

    CRM Integrations

    CRM integrations help Voicetta keep Guest conversations connected to business records.

    Available catalog items can include systems such as GoHighLevel Contact, Explee (hot leads → GoHighLevel), Salesforce, HubSpot, OpenTable, and CoverManager depending on your workspace.

    Why it matters for your business

    • Save money: avoid retyping call notes and lead details.
    • Work faster: route qualified conversations into the correct system.
    • Standardize service: capture the same fields every time.
    • Delight every Guest: follow-up is based on context, not memory.

    Step-by-step in the app

    1. Open Agent → Connections.
    2. Choose a CRM integration.
    3. Connect the account.
    4. Confirm available actions.
    5. Add prompt instructions for when the agent should create or update records.
    6. Test with a realistic Guest inquiry.

    Best practices

    • Keep required fields short.
    • Confirm important Guest details before writing them to a CRM.
    • Escalate sensitive or ambiguous requests.

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