> ## Documentation Index
> Fetch the complete documentation index at: https://boltcall.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

<AccordionGroup>
  <Accordion title="HubSpot">
    Automatically push new leads and call data into HubSpot CRM.

    **Connection type:** API key (Private App Token)

    **What syncs:** Leads, calls, contacts

    <Steps>
      <Step title="Open HubSpot settings">
        Go to **HubSpot → Settings → Integrations → Private Apps**.
      </Step>

      <Step title="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.
      </Step>

      <Step title="Copy the access token">
        After creating the app, copy the access token shown on the app detail page.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → HubSpot**, paste the token, and click **Connect HubSpot**.
      </Step>
    </Steps>

    <Note>
      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.
    </Note>

    **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`         |
  </Accordion>

  <Accordion title="Pipedrive">
    Sync leads and deals to Pipedrive. Track your sales pipeline automatically.

    **Connection type:** API key

    **What syncs:** Leads, deals, contacts

    <Steps>
      <Step title="Open Pipedrive settings">
        Go to **Pipedrive → Settings → Personal preferences → API**.
      </Step>

      <Step title="Copy your API token">
        Your personal API token is displayed on that page. Copy it.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Pipedrive**, paste the token, and click **Connect Pipedrive**.
      </Step>
    </Steps>

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

    **Field mapping defaults:**

    | Boltcall field | Pipedrive field |
    | -------------- | --------------- |
    | Name           | `name`          |
    | Email          | `email`         |
    | Phone          | `phone`         |
    | Lead source    | `source_name`   |
    | Notes          | `notes`         |
    | Status         | `status`        |
  </Accordion>

  <Accordion title="GoHighLevel">
    Push leads into GoHighLevel CRM, trigger automations, and manage your pipeline.

    **Connection type:** API key + Location ID

    **What syncs:** Leads, contacts, pipeline

    <Steps>
      <Step title="Copy your Location ID">
        Go to **GoHighLevel → Settings → Business Profile** and copy your Location ID (e.g. `abc123XYZ`).
      </Step>

      <Step title="Create an API key">
        Go to **Settings → API Keys** (or **Marketplace → API Keys**) and create a new key with Contacts read/write permissions.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → GoHighLevel**, enter both your API key and Location ID, then click **Connect GoHighLevel**.
      </Step>
    </Steps>

    <Note>
      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**.
    </Note>
  </Accordion>

  <Accordion title="Salesforce">
    Sync leads and contacts to Salesforce automatically.

    **Connection type:** API key

    **What syncs:** Leads, contacts

    <Steps>
      <Step title="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.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Salesforce**, paste your API key, and click **Connect Salesforce**.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Zoho CRM">
    Push leads and contact data to Zoho CRM.

    **Connection type:** API key

    **What syncs:** Leads, contacts

    <Steps>
      <Step title="Get your Zoho API key">
        Go to **Zoho CRM → Settings → Developer Space → APIs** to generate an API key or OAuth token.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Zoho CRM**, paste your API key, and click **Connect Zoho CRM**.
      </Step>
    </Steps>

    <Note>
      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.
    </Note>
  </Accordion>

  <Accordion title="ActiveCampaign">
    Sync contacts and deals to ActiveCampaign.

    **Connection type:** API key

    **What syncs:** Contacts, deals

    <Steps>
      <Step title="Get your ActiveCampaign API key">
        Go to **ActiveCampaign → Settings → Developer**. Your API URL and key are listed there.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → ActiveCampaign**, paste your API key, and click **Connect ActiveCampaign**.
      </Step>
    </Steps>

    <Note>
      ActiveCampaign API keys are under **Settings → Developer**. You'll also need your ActiveCampaign account URL (e.g. `youraccountname.activehosted.com`).
    </Note>
  </Accordion>

  <Accordion title="Close CRM">
    Sync leads and contacts to Close CRM.

    **Connection type:** API key

    **What syncs:** Leads, contacts

    <Steps>
      <Step title="Get your Close API key">
        Go to **Close → Settings → Your API Keys** and click **Generate API Key**.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Close CRM**, paste your API key, and click **Connect Close CRM**.
      </Step>
    </Steps>

    <Note>
      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.
    </Note>
  </Accordion>

  <Accordion title="Keap">
    Sync contacts and apply tags in Keap (formerly Infusionsoft).

    **Connection type:** API key

    **What syncs:** Contacts, tags

    <Steps>
      <Step title="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.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Keap**, paste your API key, and click **Connect Keap**.
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Freshsales">
    Push leads and contacts to Freshsales.

    **Connection type:** API key

    **What syncs:** Leads, contacts

    <Steps>
      <Step title="Get your Freshsales API key">
        Go to **Freshsales → Settings → API Settings** and copy your API key.
      </Step>

      <Step title="Connect in Boltcall">
        Go to **Dashboard → Integrations → Freshsales**, paste your API key, and click **Connect Freshsales**.
      </Step>
    </Steps>

    <Note>
      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.
    </Note>
  </Accordion>
</AccordionGroup>

## 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.

<Tip>
  Save your field mapping separately from your sync settings — both have their own Save button.
</Tip>

## 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.