CRM sync

Automatically push leads, call logs, and appointments into your CRM. Configure sync direction and field mapping per integration.

When your AI receptionist captures a lead or completes a call, Boltcall can push that data directly to your CRM. You control what syncs, in which direction, and how fields map.

To connect a CRM, go to Dashboard → Integrations and select the CRM card.

What syncs

Depending on your configuration, Boltcall can sync:

• Leads — new contacts captured by your AI receptionist
• Calls — call logs and transcripts
• Appointments — booked appointments and calendar events

You can enable or disable each category independently after connecting.

Sync direction

Mode	How it works
One-way	Boltcall pushes data to your CRM
Two-way	Changes in either system sync back

CRM integrations

HubSpot

Automatically push new leads and call data into HubSpot CRM.

Connection type: API key (Private App Token)

What syncs: Leads, calls, contacts

1. Open HubSpot settings

   Go to HubSpot → Settings → Integrations → Private Apps.

2. Create a private app

   Click Create a private app. Give it a name (e.g. “Boltcall”) and grant the contacts and crm.objects.contacts scopes.

3. Copy the access token

   After creating the app, copy the access token shown on the app detail page.

4. Connect in Boltcall

   Go to Dashboard → Integrations → HubSpot, paste the token, and click Connect HubSpot.

Find your Private App Token at HubSpot → Settings → Integrations → Private Apps. Create a new app if you don’t have one. The token is only shown once — copy it immediately.

Field mapping defaults:

Boltcall field	HubSpot field
Name	firstname + lastname
Email	email
Phone	phone
Lead source	leadsource
Notes	notes_last_updated
Status	hs_lead_status

Pipedrive

Sync leads and deals to Pipedrive. Track your sales pipeline automatically.

Connection type: API key

What syncs: Leads, deals, contacts

1. Open Pipedrive settings

   Go to Pipedrive → Settings → Personal preferences → API.

2. Copy your API token

   Your personal API token is displayed on that page. Copy it.

3. Connect in Boltcall

   Go to Dashboard → Integrations → Pipedrive, paste the token, and click Connect Pipedrive.

Your Pipedrive API token is under Settings → Personal preferences → API. Each user has their own token — use the account that should own the data.

Field mapping defaults:

Boltcall field	Pipedrive field
Name	name
Email	email
Phone	phone
Lead source	source_name
Notes	notes
Status	status

GoHighLevel

Push leads into GoHighLevel CRM, trigger automations, and manage your pipeline.

Connection type: API key + Location ID

What syncs: Leads, contacts, pipeline

1. Copy your Location ID

   Go to GoHighLevel → Settings → Business Profile and copy your Location ID (e.g. abc123XYZ).

2. Create an API key

   Go to Settings → API Keys (or Marketplace → API Keys) and create a new key with Contacts read/write permissions.

3. Connect in Boltcall

   Go to Dashboard → Integrations → GoHighLevel, enter both your API key and Location ID, then click Connect GoHighLevel.

GoHighLevel requires both an API key and a Location ID. The Location ID identifies which sub-account (location) your leads should be assigned to. Find it under Settings → Business Profile.

Salesforce

Sync leads and contacts to Salesforce automatically.

Connection type: API key

What syncs: Leads, contacts

1. Get your Salesforce API credentials

   Go to Salesforce → Setup → Apps → App Manager and create a connected app, or retrieve an existing API key from your Salesforce admin.

2. Connect in Boltcall

   Go to Dashboard → Integrations → Salesforce, paste your API key, and click Connect Salesforce.

Zoho CRM

Push leads and contact data to Zoho CRM.

Connection type: API key

What syncs: Leads, contacts

1. Get your Zoho API key

   Go to Zoho CRM → Settings → Developer Space → APIs to generate an API key or OAuth token.

2. Connect in Boltcall

   Go to Dashboard → Integrations → Zoho CRM, paste your API key, and click Connect Zoho CRM.

Zoho CRM uses OAuth-based API tokens. You can generate a self-client token from Zoho API Console → Self Client for quick setup without a full OAuth flow.

ActiveCampaign

Sync contacts and deals to ActiveCampaign.

Connection type: API key

What syncs: Contacts, deals

1. Get your ActiveCampaign API key

   Go to ActiveCampaign → Settings → Developer. Your API URL and key are listed there.

2. Connect in Boltcall

   Go to Dashboard → Integrations → ActiveCampaign, paste your API key, and click Connect ActiveCampaign.

ActiveCampaign API keys are under Settings → Developer. You’ll also need your ActiveCampaign account URL (e.g. youraccountname.activehosted.com).

Close CRM

Sync leads and contacts to Close CRM.

Connection type: API key

What syncs: Leads, contacts

1. Get your Close API key

   Go to Close → Settings → Your API Keys and click Generate API Key.

2. Connect in Boltcall

   Go to Dashboard → Integrations → Close CRM, paste your API key, and click Connect Close CRM.

Close API keys are per user and found under Settings → Your API Keys. Generate a new key specifically for Boltcall so you can revoke it independently if needed.

Keap

Sync contacts and apply tags in Keap (formerly Infusionsoft).

Connection type: API key

What syncs: Contacts, tags

1. Get your Keap API key

   Go to Keap → Admin → Settings → Application and locate the API key section, or create a new key from the developer console.

2. Connect in Boltcall

   Go to Dashboard → Integrations → Keap, paste your API key, and click Connect Keap.

Freshsales

Push leads and contacts to Freshsales.

Connection type: API key

What syncs: Leads, contacts

1. Get your Freshsales API key

   Go to Freshsales → Settings → API Settings and copy your API key.

2. Connect in Boltcall

   Go to Dashboard → Integrations → Freshsales, paste your API key, and click Connect Freshsales.

Freshsales API keys are user-specific and found under Settings → API Settings. You’ll need your Freshsales subdomain (e.g. yourcompany.freshsales.io) as well.

Field mapping

Once connected, you can customize how Boltcall fields map to fields in your CRM. Go to Dashboard → Integrations, expand your CRM, and select the Field Mapping tab.

Each Boltcall field (name, email, phone, lead source, notes, status) maps to a corresponding CRM field. You can change the target field from a dropdown of available options.

Save your field mapping separately from your sync settings — both have their own Save button.

Sync history

Every sync attempt is logged. To view history, expand your CRM in Dashboard → Integrations and select the Sync History tab. Each entry shows the action taken, its status, and any error messages.