When working in a data-driven business environment, integrating call transcripts with your CRM can significantly improve customer interactions, sales strategies, and support efficiency. Whether your business uses Zoho, Salesforce, HubSpot, or other CRM platforms, having AI-generated call transcripts automatically logged in your system ensures better documentation, streamlined workflows, and actionable insights.
Accessing Call Insights within CRMs
With AI-powered call transcripts, your team can review customer interactions at a glance and follow up with confidence. Integrating them within your CRM ensures every important customer conversation is instantly documented—no more guesswork, no more manual note-taking.
Why does this matter? Because having full visibility into call history and customer interactions helps your business make data-backed decisions faster and more effectively. Whether it’s personalizing outreach, identifying customer pain points, or refining sales strategies, integrated call transcripts bring clarity and efficiency to every customer interaction.
Why Integrate Call Transcripts with Your CRM?
Logging, recording, and transcribing business calls manually can be time-consuming and prone to errors. When AI-powered call transcripts are integrated into your CRM, businesses can:
- Improve Customer Relationship Management – Access detailed transcripts for context on past conversations, reducing the need for customers to repeat themselves.
- Enhance Sales Follow-Ups – Quickly review transcripts to understand customer needs and tailor follow-up strategies accordingly.
- Boost Support Team Efficiency – Help agents resolve customer issues faster by reviewing past call logs and transcripts in one centralized location.
- Ensure Compliance and Record-Keeping – Store call records securely within the CRM to meet industry regulations and maintain quality assurance.
- Enable AI-Driven Insights – Leverage other AI features like sentiment analysis and keyword search to identify trends and optimize business operations.
Ways to Integrate Call Transcripts with Your CRM
There are a few different ways businesses can access call transcripts within their CRM. Below is a general overview of how this can be done, however, the process will be different for different CRM and phone service providers.
What you’ll need to get started:
- A business phone service: Typically, you will need a cloud phone service provider that offers advanced call analytics and features including transcription and integrations.
- CRM subscription: You will need a CRM account that can be easily connected to your phone service. Otherwise, look for the ability to easily upload / import transcripts into the CRM.
Let’s look at how you can integrate call transcripts into your CRM:
1. Manual Upload & Entry
Businesses without direct integration capabilities can still benefit from manual transcript uploads.
This involves downloading AI-generated call transcripts from your telephony provider’s dashboard. If your provider does not have transcription abilities, you will need a transcription device or app to transcribe calls.
Then, depending on your CRM’s capabilities, you can easily copy and paste transcripts into the CRM under the respective customer profile or sales ticket or attach the transcript file (PDF, TXT, or CSV format) to the CRM record for future reference. Alternatively, you could set up an email forwarding rule to automatically send transcripts to your CRM.
This method of integrating transcripts into your CRM is manual and slightly time-consuming. Yet, it ensures important conversation details are recorded within your system.
2. Telephony CRM Integrations
For a more automated setup, consider telephony integrations. Many CRMs, such as Salesforce, Zoho, and HubSpot, allow businesses to bring their own telephony (i.e. integrate their phone service with the CRM platform).
Such CRM integrations allow users to automatically sync call records and details with the CRM. The best part about using a telephony CRM integration like this is that you can access advanced call features through your virtual phone service provider, including transcripts and recordings.
In this case, you will simply need to activate the integration and configure necessary settings. Once set up, you should automatically see call transcripts recorded within the associated customer profile post-call. Furthermore, you can access these customer and call records on both platforms, enabling easy access no matter which platform you are using.
How to Integrate Call Transcripts with Your CRM Using United World Telecom
United World Telecom offers a wide variety of call analytics and reporting tools to help you retain a comprehensive view of customer interactions.
With us, businesses can unlock key features like Call Recording, Call Summaries, Transcription and Translation, Search by Keyword, and Sentiment Analysis for all inbound and outbound calls. You can also easily view these insights in your UWT control panel.
To help businesses improve their operations, we have built our analytics tools to easily integrate these insights and call data with top CRMs. So, if you use our CRM integrations, you can view recordings, transcripts, translations, and call records directly in the CRM or our softphone app.
This way, your teams have quick access to key customer information and data without having to jump between different applications.
Here’s the step-by-step to adding transcripts within your CRM with our service:
Step 1: Get a Business Phone Number
Start by signing up for a cloud phone number for your business on our Pricing page. We offer international, local, and toll-free numbers from over 160 countries globally and can provision your numbers within 1-2 weeks. You can also port your existing business number to our service.
Step 2: Enable AI Call Insights & Activate CRM Integrations
Once your account is activated, you can turn on AI Call Insights in the control panel. Our AI Insights feature gives you access to call summaries, call transcripts, and sentiment analysis.
Then, navigate to our Integrations tab, find your preferred CRM integration, and activate it.
Step 3: Make & Receive Calls
When you install our softphone integration with your CRM, you can:
- Use our softphone to make and receive calls
- Automatically sync contacts and call records
- Access voicemail, transcripts, recordings, and more
- Log calls and make notes, and more.
Step 4: View Transcripts in Your CRM
As you enjoy inbound and outbound call traffic, you will notice that call logs and records are automatically updated in your CRM. You will be able to view transcripts, recordings, and translations wherever your contacts and call records are being stored in the respective CRM.
Transform Customer Conversations into Actionable CRM Data
Integrating call transcripts with your CRM is an essential step toward automating workflows, improving customer experience, and enhancing sales and support processes. With United World Telecom AI Call Insights and CRM Integrations, businesses can seamlessly capture, analyze, and integrate voice interactions—turning every call into valuable insights.
Ready to connect advanced call analytics to your CRM? Contact us today to get started!