CRM integrations
Sortiva writes each lead to HubSpot, Salesforce, Pipedrive and Zoho CRM: the contact when they book, then the score, scorecard answers and a transcript link when the call ends. Every lead is also kept in Sortiva's own built-in CRM, whether you connect one or not.
All four sync on their own on every booking and after every call. Reps can push any contact by hand from its contact page, and each contact shows when it last synced and any sync error. Sortiva CRM keeps the full record either way.
On every booking, Sortiva creates or updates the contact in your CRM, matched by email — a contact in HubSpot, a Lead in Salesforce and Zoho CRM, a person and their organization in Pipedrive.
Whether the call ran in Sortiva Meeting, Sortiva's own browser meeting room, or in Google Meet, Sortiva logs the qualification score, the scorecard answers and a link to the full transcript on that record — a note in HubSpot, Pipedrive and Zoho CRM, a completed Task in Salesforce.
Sync runs on its own on every booking and after every call. Reps can also push any contact by hand from its contact page, and each contact shows when it last synced and any sync error.
Sortiva CRM is included. Everyone who books through a Sortiva booking page, starts a Meet now call or fills in a custom booking form lands as a contact automatically — and stays there whether or not you connect another CRM.
Build your own booking forms and attach one to any booking link. Make each field required or optional, and require a work email that rejects free and disposable addresses. The answers land on the contact and are shown to the AI agent before the call, so it doesn't ask again.
HubSpot, Salesforce, Pipedrive and Zoho CRM. Sortiva also has its own CRM built in, so every lead is recorded in Sortiva whether you connect another CRM or not.
Tell us which CRM you use and how your team qualifies leads. We'll walk you through one lead, from the booking to the record it leaves behind.