01Before you start
You'll need admin access to your CRM and an ekvoiceai account on the Growth plan or above.
02Connect in 3 steps
From your dashboard:
- Open Integrations and choose your CRM.
- Click Connect and sign in to authorize ekvoiceai.
- Choose what to sync: contacts, calls, leads and appointments.
03What gets synced
After every call, ekvoiceai creates or updates the contact, logs the call with a summary and transcript, updates the lead score and adds any booked appointment — usually within seconds.
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