Connect your CRM or field-service software
Updated
In short
Connect HubSpot, Salesforce, Jobber, Housecall Pro or ServiceTitan on the Integrations page and turn on Push new callers. Every caller your receptionist captures is created there automatically.
In this article
Stop retyping messages. Connect the tool you already use, and every caller your receptionist captures goes straight into it.
What each one does
| Tool | How you connect | What Vocenya creates |
|---|---|---|
| HubSpot | Sign in with HubSpot | Creates or updates a contact for every caller and logs each call. Optionally a deal or ticket for each new caller. Recognizes returning customers by phone. |
| Salesforce | Sign in with Salesforce | Matches a contact or open lead by phone, or creates a lead. Logs calls as tasks and bookings as events. Recognizes returning customers. |
| Jobber | Sign in with Jobber | Creates a client and a request. Can book assessments. |
| Housecall Pro | Paste an API key | Creates a customer and a lead. Can book jobs. |
| ServiceTitan | Paste your tenant and app details | Sends each new caller to ServiceTitan's Bookings queue with their name, number, address and what they need. Your team confirms the time and schedules the job in ServiceTitan. It does not pick appointment times itself. |
Some cards appear only once they are switched on for your account. If a card says Coming soon, ask us.
Turn it on
- Open Integrations in Vocenya (account owners only).
- Connect your tool.
- On its card, turn on Push new callers.
Only one integration can receive new callers at a time.
Good to know
- Vocenya never overwrites fields already in your CRM.
- Spam calls, blocked callers and test calls are never sent.
- If the connection stops working, the card shows Needs attention. Reconnect it to start again.
- In HIPAA mode, you confirm you have a BAA with the provider first, and call summaries and recordings are never sent.
See all integrations. Developers: the CRM integrations guide.