Data Flow

Integrations &

Data Flow.

Exactly what call data flows to your CRM, how to control it, and why My AI Front Desk defaults to summary-only sync to minimize data sprawl across external systems.

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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

Caller connects

→

↓

🤖

AI Handles

Transcription + response

→

↓

💾

Stored

Recording + transcript

→

↓

📋

Summary

AI generates summary

→

↓

🔄

CRM Sync

Configurable push

What Gets Sent to Salesforce / HubSpot by Default

Default data flow for the two most common CRM integrations. All fields are independently configurable.

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

Independent controls for each data type pushed to CRM integrations.

✓

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

Design decisions that reduce risk and simplify compliance for enterprise deployments.

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?

No. By default, CRM integrations receive a call summary and metadata. Full transcript sync is opt-in.

What happens if I delete a call from My AI Front Desk but it was already synced to CRM?

Deleting from My AI Front Desk does not delete from CRM. You must manage CRM-side retention separately.

Can I send only a link to the transcript instead of the full text?

Yes. Link-only mode sends a reference URL instead of the transcript text.

What integrations are supported?

6,000+ integrations via Zapier, plus native Salesforce, HubSpot, ServiceTitan, and other CRM connectors.

Can I control what fields sync on a per-integration basis?

Yes. Summary, transcript, recording, and metadata sync are independently configurable per integration.

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EVALUATE?

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