Real-time CRM Sync
"The instantaneous updating of your sales database as an AI conversation progresses."
What is Real-time CRM Sync?
The instantaneous updating of your sales database as an AI conversation progresses. Botcadence teams apply this in production with Chat Agents.
Deep Dive
With real-time sync, your sales team doesn't have to wait for a report. As soon as a lead finishes talking to the AI, their record is already updated in HubSpot or Salesforce with the full transcript and lead score. Compliance-minded operators record what Real-time CRM Sync may say, which systems it may update, and when a person must take over. See Chat Agents. Validate transcript and score fields land in the CRM before reps act on the next lead.
Related Technology
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Common Questions