How to Connect Your CRM

Sync leads and call data between KaiCalls and your CRM automatically.

Supported CRMs

KaiCalls has native integrations with the following platforms:

Airtable

  • Syncs leads, calls, and custom data
  • Configure field mappings to match your Airtable base structure
  • Set up triggers: sync on new lead, on call completion, or on lead status change

GoHighLevel (GHL)

  • Syncs contacts and conversations
  • Leads created by Kai appear in GHL automatically
  • Call transcripts and summaries sync to contact records

Litify (for law firms)

  • Creates new matters from intake calls
  • Syncs case details, contact information, and call records
  • Designed for personal injury, family law, and other practice areas

Setting Up a CRM Connection

  1. Go to Dashboard > Business > Settings > Integrations
  2. Find your CRM and click Connect
  3. Enter your CRM credentials (API key or OAuth)
  4. Configure field mappings:
    • Map KaiCalls lead fields (name, phone, email, status) to your CRM fields
    • Set which events trigger a sync
  5. Test the connection — create a test lead and verify it appears in your CRM
  6. Enable auto-sync

What Gets Synced

KaiCalls EventCRM Action
New lead created from a callContact/record created in CRM
Lead status updatedStatus field updated in CRM
Call completedCall log added to contact record
Call transcript availableTranscript attached to record

Using Zapier for Other CRMs

For CRMs not listed above (Salesforce, HubSpot, etc.):

  1. Set up a KaiCalls webhook (Dashboard > Business > Settings > Webhooks)
  2. Create a Zapier Zap triggered by the KaiCalls webhook
  3. Map fields to your CRM’s create-contact action
  4. This works with any CRM that has a Zapier integration
Tip: Zapier lets you connect KaiCalls to 5,000+ apps. If your CRM supports Zapier, you can sync leads, calls, and more without writing any code.

Troubleshooting

Leads not syncing

Check the connection status in Settings > Integrations. Reconnect if it shows “Disconnected.”

Wrong field mapping

Go back to the integration settings and re-map fields. Make sure each KaiCalls field is mapped to the correct CRM field.

Duplicate contacts

Check if your CRM has deduplication rules. KaiCalls sends a sync on every update — your CRM should handle duplicates.

Warning: If you disconnect and reconnect your CRM, existing field mappings will be reset. You will need to reconfigure them.
    How to Connect Your CRM | KaiCalls Help