---
title: "CRM Integrations"
description: "Connect CRM systems so Guest conversations become structured business records."
publishedAt: "2026-06-27"
modifiedAt: "2026-06-27"
category: "Integrations"
tags: "Voicetta, CRM, Salesforce, HubSpot, OpenTable, CoverManager"
navOrder: "56"
canonical: "https://voicetta.com/docs/integration-crm"
---

# 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.

## Related pages

- [Lead Scraper](/docs/lead-scraper)
- [GoHighLevel](/docs/integration-go-high-level)
- [Explee](/docs/integration-explee)
- [Integrations Overview](/docs/integrations-overview)
- [Prompt Editor](/docs/prompt-editor)