Streamline Campaign Data Flow with CRM Integration
Integrating Awaz.ai campaigns with CRM systems via Zapier helps businesses automate lead management, track customer interactions, and enhance follow-up efficiency.
Whether you’re using Zoho CRM, Microsoft Dynamics 365, Bitrix24, or Wealthbox, Awaz.ai’s integration enables real-time data updates based on call outcomes.
📌 Looking for a detailed CRM integration? Read our Awaz.ai + Zoho CRM Integration Guide.
Set Up Awaz.ai as the Trigger in Zapier
Log into Zapier and create a new Zap.
Set Awaz.ai as the trigger app.
Select the trigger event:
Agent Trigger – Activate when a specific AI agent performs an action.
New Call – Trigger automation when a call is made or received.
Refine the trigger by selecting the specific AI agent tied to a campaign to ensure relevant data is passed to the CRM.
Choose Your CRM as the Action App
✔ Search for your CRM in Zapier’s app directory.
✔ Select an action such as "Create a New Lead" or "Update Contact".
✔ Connect your CRM account and grant necessary permissions.
💡 Recommended CRM platforms for integration:
Zoho CRM – Best for automation and lead tracking.
Microsoft Dynamics 365 – Ideal for enterprise-level customer management.
Bitrix24 CRM – Great for teams needing communication and task management.
Wealthbox CRM – Perfect for financial advisors and wealth management firms.
Map Campaign Data to CRM Fields
✔ Assign campaign details from the specific agent doing the campaign, such as contact name, phone number, call outcome, and notes to corresponding CRM fields.
✔ Ensure critical data points like lead status, last interaction, and follow-up actions are mapped correctly.
✔ Test the integration by running a sample campaign and verifying the data in your CRM.
📌 Want to refine how your AI agents handle calls? Read Best Practices for AI Agent Training and Fine-Tuning.
Final Steps & Optimization
✔ Enable Your Zap – Once testing is successful, turn on the Zap to automate data flow.
✔ Monitor CRM Sync – Regularly check if leads and updates are syncing properly.
✔ Refine Mapping as Needed – Adjust based on campaign performance and agent activity.
Need Help?
We’ve got plenty of resources to assist you!
📺 Tutorial Videos: Watch step-by-step guides
🔑 Login / Sign-up: Access Awaz.ai
📖 Help Center: Visit our knowledge base
📧 Support Email: [email protected]