Can an AI receptionist send call details to my CRM?

GreetKeeper fires four events: call.completed, booking.created, message.taken and transfer.made. Each post carries the caller's name and number, plus their email and street address when given. It also carries the reason for calling, the summary, your intake answers and a transcript link.

Your CRM decides what happens next. In Zapier, the Zap starts with Webhooks by Zapier (Catch Hook), and a HubSpot or Pipedrive action creates the contact, the deal or the note. You pick which one.

Every post is signed with an HMAC-SHA256 header, so the receiver can check it came from GreetKeeper. A post that gets a failed response is retried with backoff.

What object gets created? A contact is useful. A contact plus a note carrying the summary and the transcript link is far more useful, and the Zapier action you choose decides which you get.

What happens on a repeat caller? A flow that creates a second contact every time someone rings makes a mess quickly. Add a search step that matches on phone number before the create step.

Where does the record land in your pipeline? Send bookings to one stage and messages to another. The event name in each post makes that a single filter.

Where do failures show up? A Zapier step that errors quietly is worse than no connection, because you believe the record exists. Turn on Zapier's error emails and check the task history in week one.

Say you run a landscaping company on Jobber, which sits in the Zapier column of our matrix. The trigger is Webhooks by Zapier catching the webhook GreetKeeper sends, and that trigger needs a paid Zapier plan. A sensible flow has three actions after it. First it searches Jobber for a client with the caller's phone number. If nobody matches, it creates the client. Then it adds a new request to that client, carrying the call summary and the reason for calling.

A homeowner rings at 6:50pm about a retaining wall. Before you've finished dinner there's a request in Jobber under her name for your office manager to quote in the morning. When she calls again on Thursday, the search step finds her and the second request attaches to the same client, so you don't end up with two of her.

Zapier counts each action as a task. At 400 calls a month, a three-action flow uses 1,200 tasks, so look at your Zapier plan's monthly limit before you switch this on. Which actions exist depends on your CRM's own Zapier connector, so read that list first.

Make the first call from a number your CRM has never seen and confirm a new record appears with the fields filled in. Call again from the same phone, and check that you still have one contact rather than two.

For the third, block your caller ID. Matching on phone number can't work when there's no number, so you need to know what gets created and whether a person will have to tidy it up. On the fourth, give a different name from the one your CRM holds for that number, as a spouse or a colleague might. Does the old name get overwritten?

The last test is the unpleasant one. Pause the Zapier flow, place a call, and see what happens. Find out where the failure shows up, who gets told, and whether the call's details are recoverable once the flow is back on. A missed sync you know about is a small chore, while one that fails silently is a lead nobody called back.

Webhooks are native to GreetKeeper, so your own developer can post call details straight into any system with an endpoint. Google Calendar and Microsoft Outlook write bookings directly.

CRMs such as HubSpot, Salesforce, Pipedrive, Zoho, GoHighLevel, Jobber, ServiceTitan and Clio sit in the Zapier column of the integration matrix. Each page there names the Zapier action that writes the record.

Every plan includes the webhook, from $49 a month for 200 answered calls. You can switch it on during the 14-day free trial and watch real calls arrive in your CRM.