Ready integrations
Map conversation fields to CRM without code - budget, timeline, qualification score, disposition, and full transcript notes land on the contact or deal record automatically. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓HubSpot, Pipedrive, Salesforce, Zoho
- ✓Google Calendar, Calendly
- ✓Google Sheets, webhooks
Live tool calling
Check availability, save the lead, trigger follow-up - no “I’ll log it later”. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Knowledge in-call
Product answers from docs - aligned with your website FAQ. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Custom APIs
Enterprise: custom tools for internal systems (ERP, billing). During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
Integration reliability
If CRM is briefly unavailable, the call still completes with a queued write and automatic retry - leads are not lost. Webhooks support HMAC signatures so your stack can verify source authenticity. During Coldbot deployment (7–14 days) your CSM runs a configuration workshop, supervises 50–100 test calls, and helps set connect and meeting-conversion KPIs before you scale campaign volume.
- ✓Retry with backoff
- ✓HMAC webhook signing
- ✓Integration error log in dashboard
Sales, RevOps, and deployment collaboration
Coldbot features are built for joint work - reps, CSM, and RevOps share one dashboard. Every Friday: connect rate, top objections, meeting conversion. One script change per week, then scale. Wire CRM in week one of the pilot so personalization and reporting are trustworthy from day one.
- ✓Weekly sales review rhythm
- ✓One script change per iteration
- ✓CRM mapped before scale
- ✓Alerts on conversion drops
FAQ
Frequently asked questions
CRM mapping time?
Usually 1–2 days in onboarding.
CRM downtime?
Fallback queue + webhook retry.
Custom fields?
Yes - any mapping from conversation.
Webhooks?
Yes - JSON with full call brief.
Salesforce custom objects?
Yes - field mapping on request for Enterprise.
Do we get a dedicated CSM?
Growth and Enterprise include onboarding support; Enterprise adds a solution architect.
