Losing Leads BetweenYour Phone and CRM
Businesses lose 30-40% of potential customers because phone conversations never make it into their CRM. Kai solves this problem by sending every call, text, and email conversation straight to your CRM automatically. Businesses using Kai capture 40% more opportunities because no lead gets lost between systems.
How Kai Sends Leads to Your CRM
Kai sends leads to your CRM automatically after every customer conversation. When a customer calls, texts, or emails, Kai gathers their information and sends it to your CRM within seconds. No manual data entry, no missed leads, no switching between systems.
Setup Takes 5 Minutes
Connect your CRM by entering API credentials during setup - no technical knowledge required.
Works With Your Fields
Tell Kai which fields to populate and it sends data exactly where you need it.
Creates Leads Automatically
Every completed conversation becomes a new lead in your CRM within seconds.
Track Every Conversation
See which calls turned into leads and which leads turned into customers.
Which CRMs Work with Kai
Kai works with the CRM you already use, including GoHighLevel, Salesforce, HubSpot, Litify, and Airtable. When a customer calls, Kai gathers their information and creates a new lead automatically with full conversation details. Setup takes 5 minutes for any CRM.
Google LSA
Kai answers every Google Local Services lead within 2 minutes, day or night. Businesses see 40% higher booking rates.
GoHighLevel
Kai sends leads straight to GoHighLevel with conversation details, lead score, and next steps. Setup takes 5 minutes.
ServiceTitan
Kai books HVAC, plumbing, and electrical jobs directly into ServiceTitan with real-time availability checking and emergency dispatch.
Litify
Kai screens potential clients and creates new matters in Litify with case details already filled in. Built for law firms.
HubSpot
Kai creates HubSpot contacts and logs every conversation automatically. Sales teams see full call history instantly.
Salesforce
Kai sends leads to Salesforce with conversation transcript and recommended next steps. Works with custom objects.
Airtable
Kai sends conversation data to your Airtable bases automatically. Works with any table structure you create.
Zapier
Connect KaiCalls to over 5,000 apps with no-code automation workflows.
Slack
Get instant notifications and manage conversations directly from your team workspace.
Google Calendar
Smart appointment booking with availability checks and automatic scheduling.
Twilio
Advanced telephony features with SMS, WhatsApp, and voice capabilities.
Webhooks
Custom integrations with any system through real-time HTTP callbacks.
Frequently Asked Questions About CRM Integrations
CRM integrations connect your phone system to your customer database. Here are common questions about how Kai sends leads to your CRM.
Which CRMs work with Kai?
Kai works with GoHighLevel, Salesforce, HubSpot, Litify, Airtable, and 50+ other CRMs. Popular platforms include Google LSA, Zapier (connects 5,000+ apps), and custom systems through webhooks. Law firms often use Litify or Salesforce. Service businesses prefer GoHighLevel or HubSpot. Event rental companies use Airtable or custom databases.
Visit GoHighLevel integration, Salesforce integration, or Litify integration for specific setup guides.
How long does setup take?
Setup takes 5 minutes for most CRMs. Connect your CRM by entering API credentials during business setup. Tell Kai which fields to populate (standard or custom) and it starts sending leads immediately. No technical knowledge required. Complex custom integrations typically take 15-30 minutes with developer support included.
Does Kai work with custom CRM fields?
Yes, Kai maps to any custom field in your CRM. During setup, specify which information goes into which field (standard or custom). Law firms map case type, injury severity, and statute of limitations to custom Litify fields. Service businesses map project type, estimated value, and preferred timeline to Salesforce opportunity fields. Field mapping takes 2-3 minutes.
What information does Kai send to my CRM?
Kai sends contact details, conversation transcript, lead score (Hot/Warm/Cold), and recommended next steps. Standard fields include name, phone, email, address, and message. Custom fields depend on your business: law firms get case details, rental companies get event date and equipment needed, service businesses get project scope and budget range. Transcripts include full conversation with timestamps.
How much does CRM integration cost?
CRM integrations are included in all Kai plans starting at $300/month. Pricing includes:
- Overflow Plan ($300/mo): 500 minutes, unlimited CRM integrations, basic field mapping
- Premium Plan ($600/mo): 1,500 minutes, advanced custom field mapping, priority setup support
- Enterprise Plan ($1,000+/mo): 4,000+ minutes, dedicated integration engineer, custom API development
All plans include setup support. No per-lead fees. Visit pricing page for full details.
Does Kai update existing CRM records or only create new ones?
Kai creates new leads by default but can update existing records if you prefer. When a customer calls, Kai checks if their phone number or email exists in your CRM. If found, Kai adds conversation notes to existing record. If not found, Kai creates new lead. This prevents duplicate records while capturing every conversation. Configure this behavior during setup.
Can Kai book appointments in my CRM calendar?
Yes, Kai checks your calendar availability and books appointments automatically. Kai connects to GoHighLevel calendars, Google Calendar, Salesforce Events, and HubSpot Meetings. During calls, Kai checks available time slots, proposes options to customers, and creates calendar events with all details. Works for consultations, estimates, service appointments, and follow-up calls. Learn more at GoHighLevel integration page.
What if my CRM is not listed?
Kai connects to any system using webhooks - usually takes 15 minutes to set up. Custom CRM integrations send conversation data to your API endpoint in real-time. Kai provides JSON payload with all conversation details. Developer documentation included. Setup support available at no extra charge. Contact support with your CRM name and we will configure it.
Is my CRM data secure with Kai?
Yes, all CRM connections use encrypted API keys and comply with SOC 2 security standards. Kai never stores your CRM credentials in plain text. All data transfers use HTTPS encryption. API keys are stored in secure vault with enterprise-grade encryption. Regular security audits ensure compliance. HIPAA-compliant options available for healthcare and legal businesses. See privacy policy for full details.
Can I test CRM integration before purchasing?
Yes, all plans include 7-day free trial with full CRM integration access. Connect your CRM during trial setup and test with real customer calls. No credit card required to start trial. Trial includes full setup support to ensure CRM integration works correctly before you commit. Cancel anytime during trial with no charges.
Don't See Your CRM?
Kai can send data to almost any system using webhooks. Tell us which CRM you use and we'll help you connect it - usually takes less than 15 minutes.
✓ Custom integrations available ✓ API documentation included ✓ Developer support