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FeaturesCRM sync

Every call scored and synced to your CRM — automatically.

Koachly pushes call notes, scores and action items to Salesforce, HubSpot and Pipedrive the moment a call ends. No copy-paste, no missed updates.

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How it works

From first call to coaching insight — in minutes

  1. 01

    Connect your CRM once

    Authenticate Salesforce, HubSpot or Pipedrive from Koachly settings. OAuth for Salesforce and Pipedrive; API key for HubSpot. Takes under two minutes.

  2. 02

    Koachly matches the contact

    When a call ends, Koachly looks up the buyer's email or phone number in your CRM. If a matching lead or contact exists, the update goes there automatically.

  3. 03

    Call data writes to the record

    Call notes, score, talk/listen ratio, key topics and action items are written to the contact or deal record. The CRM field mapping is configurable from settings.

  4. 04

    Manager sees it in the pipeline

    No rep had to log anything. The pipeline view is accurate. Deals with low call scores or missed next steps become visible before they stall.

CRM sync

CRM hygiene is only as good as the data going in. Koachly makes every rep's call data flow automatically to the CRM, so managers see accurate pipeline without chasing updates.

CRM hygiene is only as good as the data going in. Koachly makes every rep's call data flow automatically to the CRM, so managers see accurate pipeline without chasing updates.

What is included

Everything crm sync ships with

  1. Salesforce, HubSpot, Pipedrive

    Native sync to the three most common sales CRMs. Zoho, Close.com and GoHighLevel are also supported for teams on those platforms.

  2. Instant post-call write

    CRM update fires the moment the call ends — not when the rep logs out, not on a nightly job. Pipeline data is always current.

  3. Configurable field mapping

    Choose which Koachly fields go to which CRM fields. Write the score to a custom field, the action items to a task, and the call summary to the Notes section.

  4. Auto-contact creation

    If no matching contact exists, Koachly can create one from the call participant data — name, email, phone — and attach the call to it automatically.

  5. Non-fatal failures

    CRM sync failures never break the coaching experience. If Salesforce is slow or a field mapping has changed, Koachly logs the error and retries — the coach report still lands for the rep.

  6. Pipeline health from call data

    Managers using CRM sync can filter the pipeline by call score, last contact date or coaching flag — surfacing deals that need attention before they die quietly.

FAQ

Questions about crm sync

Koachly has native sync for Salesforce (OAuth), HubSpot (OAuth), Pipedrive (OAuth), Zoho (OAuth), Close.com (API key) and GoHighLevel (API key + Location ID). The right integration path depends on your plan — check the integrations page or contact sales.

By default: call date and duration, call score, call summary (3–4 sentences), action items, talk/listen ratio and key topics. Field mapping is configurable — you choose which Koachly fields go to which CRM fields. Raw transcript is not written to the CRM by default.

No. The sync fires automatically when a call ends, as long as the rep is connected to Koachly and a matching contact exists in the CRM. No manual step required.

Koachly retries failed syncs with exponential backoff — after 5 seconds, 30 seconds, then 2 minutes. If all three attempts fail, the sync failure is logged in the integrations section of settings so you can investigate and manually retry.

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