sunny-green•16mo ago
How to transfer data to CRM live?
Hello, I'm looking to transfer data collected on the call to the CRM live. I've tried to set up functions to do this but find I can only provide True or False values by triggering one function or another. For example if I ask what your age is on the call and you say 30, I want to API that data to my CRM instantly to be able to update that field.
Any help would be greatly appreciated!
7 Replies
@rob
Hello! It sounds like you're looking to integrate real-time data transfer from your voice API to your CRM system. To achieve this, you would typically need to set up a webhook that listens to call events and then use an API call to push the collected data to your CRM.
Here's a general outline of the steps you might follow:
1. Capture the Data: Ensure that your voice API is set up to capture the data you need, such as the caller's age in this case.
2. Set Up a Webhook: Configure a webhook that will receive POST requests with the call event data.
3. Handle the Event: Write a handler for the webhook that processes the incoming data. This would involve parsing the data from the call event payload.
4. API Call to CRM: Make an API call to your CRM system with the necessary authentication and data formatting to update the relevant fields.
5. Real-Time Update: Ensure that your CRM API supports real-time updates so that the data can be reflected immediately.
If you need assistance with setting up any of these steps or if you're encountering specific issues, please let me know what part you're having trouble with, and I'll do my best to guide you through it!
You can continue this conversation by mentioning me in the message.
Got it. Tagging @Vapi Team for additional help.
xenial-black•16mo ago
You don't need a function to send the data.
sunny-greenOP•16mo ago
How can I do it then?
I know I can use get call at end of call to get the summary and the structured data
But I want to do it live as it’s gathered
The goal is for the human receiving the transfer to be able to see the data collected by AI under contact fields on our CRM
not a function i meant a tool right?
set up a tool for it?
xenial-black•16mo ago
Please tell me you have looked at the community videos?
sunny-greenOP•16mo ago
No but I was able to get it figured out thanks
optimistic-gold•3mo ago
@rob hey, how are you? You'd be able to share how you got this to work? I'm having so many issues with this. Can't get VAPI to send call outcomes to my CRM
Hi rob,
For transferring call data live to a CRM, you can integrate Vapi with a webhook to handle real-time data transfers. Here's a high-level overview:
1. Set Up a Transfer Tool: Create a dynamic transfer tool in your Vapi dashboard and leave the destinations array empty to facilitate real-time destination determination.
2. Create a Webhook Server: Develop a server to handle Vapi webhook requests. This server can determine where to send call data based on the CRM you are using.
3. CRM Integration Logic: Use your webhook server to format and push call data to the CRM, like Salesforce, using their API.
4. Enable Webhooks on Vapi: In your assistant settings, enable the appropriate webhook events, such as
chat.created, to trigger data transfers.
For detailed steps, refer to the Customer support escalation system documentation, which outlines creating a webhook server and integrating with CRMs.Customer support escalation system | Vapi
Build a voice AI customer support system with dynamic escalation that routes calls based on customer data, issue type, and real-time agent availability using transfer tools and webhooks.