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After every call Neuron completes, your CRM should reflect what happened — lead status updated, call notes logged, transcript attached, QA score filed. Doing this manually is slow, error-prone, and simply doesn’t scale when you’re running thousands of calls a day. VInfer gives you two primary integration paths — real-time webhooks and REST API polling — plus native connectors for popular CRM platforms. This guide walks you through each approach so your CRM stays in sync without any manual intervention.

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Why CRM Integration Matters

Eliminate Manual Updates

Without integration, agents must manually update lead status, paste call notes, and attach recordings after each call — at scale, this is unsustainable and introduces data lag.

Real-Time Lead Status

With webhooks, your CRM reflects the call outcome seconds after the call ends — “interested” contacts move to Hot Lead instantly, so your sales team can act while intent is fresh.

Full Conversation Context

Push transcripts, QA scores, and NeuronLens summaries directly to the contact record so anyone on your team has the full picture without listening to a recording.

Closed-Loop Reporting

Combine VInfer disposition data with your CRM pipeline metrics to measure actual revenue impact of your outbound and inbound campaigns end to end.

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Integration Methods

VInfer sends an HTTP POST to your CRM endpoint immediately after each call event. This is the fastest integration method — your CRM is updated within seconds of a call completing, with no polling overhead.Best for: Real-time lead status updates, immediate follow-up workflows, and high-volume campaigns where polling delays are unacceptable.

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Setting Up Webhook-Based CRM Sync

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REST API Polling

If webhooks aren’t an option, poll the VInfer API on a schedule to fetch completed calls:
Use the after parameter to fetch only calls completed since your last poll timestamp. Store the timestamp of the most recent call you processed and use it as after in your next poll to avoid re-processing records.
If you poll frequently (every 1–2 minutes) on high-volume campaigns, be mindful of API rate limits. Check your account’s rate limit headers (X-RateLimit-Remaining) in the response and back off if you approach the limit.

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Storing the Call ID in Your CRM

Always store VInfer’s call_id in a custom field on your CRM contact or activity record. This gives you a direct lookup key if you ever need to fetch the full call record, re-download the transcript, or cross-reference a dispute — without searching by phone number or timestamp.
With the call_id, you can fetch any call’s full details at any time: