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Hi Everyone,

I use retell to build AI voice agents and I need to connect the Voice agent to the service fusion CRM. I need to make it so that the callers name, email, phone number and address is pushed into the service fusion CRM with the create customer event using zapier.

It should be a pretty simple and quick set up but I don’t know how to use zapier so I could really use some quick help with it and I’d be happy to pay you or pay you for future projects if you can help.

Please let me know as soon as possible because I really want to get this done today.  and I would kindly prefer if you only reach out if you speak English well/fluently. Please send me a DM  and then I’ll give you my phone number and then let’s chat on WhatsApp or text. 🙏🙏🙏🙏🙏🙏❤️❤️❤️❤️❤️❤️

Hi ​@Ben Slat 

If you are looking to hire help, there is a directory of Zapier Partners: https://zapier.com/partnerdirectory

Alright — since you said yes, I’ll assume you already have a CRM in place and urgently want to integrate Voice AI into it so it can handle calls, transcribe, log notes, and maybe even trigger CRM workflows automatically.

Here’s the step-by-step crash plan so you can move fast:

1. Define the Use Case Clearly

Decide what you need Voice AI to do in your CRM:

  • Inbound Calls → AI answers, routes, or books appointments
  • Outbound Calls → AI does follow-ups, surveys, or lead qualification
  • Live Call Assistance → AI suggests responses to agents in real time
  • Transcription & Note-Taking → AI logs calls directly into CRM records

2. Pick Your Voice AI Engine

Some leading options you can connect to most CRMs:

  • Twilio + OpenAI → custom conversational flows, fully programmable
  • AssemblyAI / Deepgram → transcription + sentiment analysis
  • Vonage Voice API → good for multi-channel voice integration
  • Fireflies.ai → meeting transcription + automatic CRM logging
  • Talkdesk AI → built-in contact center + CRM connectors

If you need quick deployment, Fireflies.ai or Twilio Autopilot are the fastest to set up.

3. Connect Voice AI to Your CRM

Most CRMs support either:

  • Native App Integrations (HubSpot, Salesforce, Zoho often have marketplaces)
  • Zapier / Make.com Automations (for connecting Voice AI APIs to CRM records)
  • Direct API Hooks (for custom developer work)

Example flow for Salesforce + Twilio:

  1. Twilio receives incoming call
  2. AI handles the call using Twilio + GPT/LLM logic
  3. Transcription sent to Salesforce via API
  4. Contact/Lead record updated with call notes + action items

4. Automate Workflows

Once the call data hits your CRM:

  • Trigger follow-up emails automatically
  • Assign tasks to sales reps
  • Update lead scores based on call sentiment or keywords

5. Test Before Going Live

  • Simulate calls with different accents & speeds
  • Check transcription accuracy
  • Ensure no data privacy breach (GDPR/NDPR compliance if in Nigeria)

If you tell me which CRM you’re using and whether you need inbound, outbound, or both,
I can give you a ready-to-use integration architecture diagram + API code example so you can plug it in immediately.

Which CRM are you working with?

Reply


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