Start with customer context
Use the request and available CRM information to prepare relevant contact details and next steps.
CRM Assistance
Turn customer details into reviewed CRM actions.
Prepare contacts, updates, and supported deal actions with the customer inquiry close at hand.
- Connect HubSpot, Salesforce, Zoho CRM, or Pipedrive
- Review contact details and required deal information
- Approve changes before they reach your CRM
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RunVoya is workingHubSpot contact workflowDemo- New sales inquirySarah at Acme wants to learn more Received Step 1 in this example.
- Customer details preparedSarah · Acme · email address Draft ready Step 2 in this example.
- You approve the actionReview the details before anything is sent or created Approved Step 3 in this example.
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Contact created in HubSpotThe approved details are saved to the CRM Created Step 4 in this example.
Sarah · Acme
HubSpot contact created after your approval
Review the proposed change
Check the person, company, fields, and required pipeline or stage before approving a supported action.
Use each CRM accurately
Import behavior and supported records differ by provider. Contact lookup and approved writes do not imply a full two-way CRM mirror.
Before you connect
A few useful details.
Can RunVoya create a CRM contact?
Yes. Supported operator workflows can prepare contact creation or updates for approval. A valid connection, required details, and the CRM account's permissions are needed.
Is this included in my RunVoya plan?
All paid plans include the core RunVoya features. Plans differ by the monthly credits each paid member contributes to the shared business pool. Connections and provider permissions are required for integration-dependent actions.