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CRM integration · for sales teams

Phone calls in your team's CRM

Agreements and tasks from the call reach your CRM after you set up the integration.

See the integration guideLearn about Heilo Line

You set up the integration separately. A Heilo account alone doesn't switch it on.

How to send the result to your CRM

  1. 1.Choose how to connect to your CRM

    Webhook: Heilo sends the result to the address you give. API: your system fetches it from Heilo. Zapier and Make: no coding.

  2. 2.Set it up with the guide

    The guide walks you through it step by step: from the endpoint URL to the fields in your CRM.

  3. 3.Check it with a test call

    Make a test call and check the contact, note and task in your CRM.

  • Webhooks are signed: the recipient can verify that the data came from Heilo.
  • API and webhook parameters are in the documentation.

The illustrations show sample data.

What reaches your CRM after a call

  • The summary and key points.

  • Suggested tasks.

  • The full call transcript.

  • A link to the recording and a link to the call in the Heilo dashboard.

  • The customer's number, direction, date and duration, so the integration files the note under the right contact.

  • Optionally, as separate events: a follow-up email draft and tracked-word hits.

Step-by-step instructions for HubSpot, Pipedrive and Zoho CRM are in the integration guide.

Integration guide

Pipedrive, HubSpot, Zoho CRM and other CRMs

For HubSpot, Pipedrive, and Zoho CRM, the integration guide has step-by-step instructions for Zapier and Make. They are setup instructions, not tested deployments, so check them on your own account.

Other CRMs with a public API, such as Livespace, Bitrix24, Salesforce, Firmao or SalesManago, can be connected through a Heilo webhook. We have no instructions for them and have not tested that connection.

What this integration does not do

Heilo is not an app inside your CRM: no customer card pops up in the CRM when the phone rings, and you cannot start a call from the CRM. The call's result reaches the CRM after the call ends. Outbound calls start in the Heilo dashboard, to +48 numbers only. Heilo does not replace your CRM either.

Frequently asked questions

Can I connect Heilo to my CRM?

Yes, if your CRM accepts data through an API or webhooks, or works with Zapier or Make. There is no ready-made app to install in your CRM, so you set up the integration separately. For HubSpot, Pipedrive and Zoho CRM the guide has step-by-step instructions. They are configuration instructions, not tested implementations, so check them on your own account.

Do I need a developer?

It depends on how you connect. Zapier and Make need no coding: you need an account with Zapier or Make and a connection to your CRM. They are third-party services and some of their plans are paid, so check the requirements in the guide. The API and webhooks need technical work on your team's side.

What if I don't have a CRM?

Then you don't need to connect anything. Small businesses can use the built-in mini-CRM in Heilo: contacts, projects and tasks.

Does Heilo talk to the customer?

No. Heilo listens, records and takes notes, and you or someone on your team talks to the customer.

Will the call land on the right customer in the CRM?

Yes, when the caller's number is known. Heilo sends it in international format, for example +48…, and Zapier, Make or your integration looks the contact up by it and creates a new one when none is found. Keep the numbers in your CRM in the same format. For a withheld number the field is empty, so decide in the integration what to do then.

How much does the CRM integration cost?

Nothing extra in Heilo: webhooks and the API work on every plan. Zapier and Make are third-party services with their own pricing. The account owner or an admin sets up the webhooks.

Can I call from the CRM?

No. Outbound calls start in the Heilo dashboard, to +48 numbers. Their result reaches the CRM.

Is there a Heilo app in the Pipedrive or HubSpot marketplace?

No. You connect Heilo through Zapier, Make, a webhook or the API, following the integration guide.

Number first, integration later? Learn about Heilo Line

Technical details? API documentation