Data Flow: Call to CRM
End-to-end path of call data from the initial connection through AI processing, storage, and configurable CRM sync.
Call → AI handles → Stored → Summary → CRM sync
What Gets Sent to Salesforce / HubSpot by Default
| Data | Salesforce | HubSpot | Configurable |
|---|---|---|---|
| Caller name | Yes | Yes | Always sent |
| Phone number | Yes | Yes | Always sent |
| Call summary | Yes | Yes | Can disable |
| Full transcript | No (opt-in) | No (opt-in) | Can enable |
| Transcript link | Yes | Yes | Can disable |
| Call recording link | No (opt-in) | No (opt-in) | Can enable |
| Call duration | Yes | Yes | Always sent |
| Call outcome | Yes | Yes | Always sent |
Sync Controls
- Summary sync: On by default. AI-generated call summary pushed to CRM contact/activity.
- Transcript sync: Off by default. Can be enabled per integration. Pushes full text or link only.
- Recording link sync: Off by default. Can be enabled to push a link to the recording (not the file itself).
- Metadata only mode: Send only caller info, duration, and outcome, no text content synced.
- Retention across systems: Deleting data in My AI Front Desk does not delete data already pushed to CRM. Manage CRM retention separately.
Why This Architecture Matters for Security Teams
Minimized Data Sprawl
By defaulting to summary-only CRM sync, sensitive transcript data stays in My AI Front Desk rather than being duplicated across external systems. This simplifies compliance and retention management.
Link-Based References
CRM entries can reference transcripts by link rather than storing the text. This means the CRM has no raw call content, just a pointer. If the transcript is deleted from My AI Front Desk, the link stops working.
Frequently Asked Questions
Does CRM receive full transcripts by default?
What happens if I delete a call from My AI Front Desk but it was already synced to CRM?
Can I send only a link to the transcript instead of the full text?
What integrations are supported?
Can I control what fields sync on a per-integration basis?