Log AI Voice Agent Calls to Your CRM

Automate with AI3 min readUpdated 2026-03-14

Every call your AI Voice Agent handles can be automatically logged to your CRM — including the transcript, AI-generated summary, disposition code, and any structured data collected during the conversation.

Available on: All AI Voice Agent plans. Requires an active CRM integration.

Supported CRMs

CRM	What gets logged
HubSpot	Call activity, transcript, summary, custom properties
Salesforce	Task/activity, transcript, summary, custom fields
Pipedrive	Activity, transcript, summary, deal updates
ActiveCampaign	Contact activity, transcript, summary
Zendesk	Ticket or contact activity, transcript, summary
Copper	Activity log, transcript, summary
HelpScout	Conversation, transcript, summary
Keap	Contact activity, transcript, summary
Slack	Channel notification with call summary

Setting Up CRM Logging

Step 1 — Connect your CRM

Go to Settings > Integrations and connect your CRM. Follow the OAuth flow or API key setup for your platform.

Step 2 — Enable logging on your agent

Go to Dashboard > AI Voice Agent and select your agent.
Open the Actions tab.
Under After Call, click Add Action and select Log to CRM.
Choose which data to include:
- Transcript — full conversation text
- Summary — AI-generated call summary
- Disposition code — the call outcome tag
- Custom fields — structured data collected during the call (caller name, account number, interest level, etc.)

Step 3 — Map custom fields (optional)

If your agent collects structured data during calls (via the Collect Structured Data action), map those fields to your CRM properties:

Agent field "Budget Amount" → CRM field "Deal Value"
Agent field "Interested in Demo" → CRM field "Demo Requested"
Agent field "Company Name" → CRM field "Company"

Field mapping ensures data flows into the right place in your CRM without manual entry.

What Gets Logged Automatically

Even without custom field mapping, every logged call includes:

Call direction — inbound or outbound
Duration — total call length
Caller number — the phone number that called or was called
Outcome — whether the call was resolved by AI, transferred, or ended without resolution
Timestamp — when the call started and ended
Recording link — direct link to the call recording (when recording is enabled)

Viewing Logged Calls

After a call is logged:

In your CRM, find the activity on the contact or deal record
In JustCall, view the call in JustCall AI with the full transcript, summary, and source references

Both records link back to each other for easy cross-reference.

Troubleshooting

Issue	Solution
Calls not appearing in CRM	Verify the CRM integration is connected (Settings > Integrations) and the Log to CRM action is enabled on the agent
Custom fields not mapping	Check that CRM field names match exactly and field types are compatible (text → text, number → number)
Duplicate entries	Ensure only one Log to CRM action is configured per agent