CRM z lejkami, ofertowaniem, automatyzacją i podpisem elektronicznym. Coldbot syncs call outcomes, qualified leads, and conversation data with SalesWizard automatically - no manual data entry after each call. This integration is included in standard Coldbot deployments - we help map fields, test writes, and monitor sync health from day one.
Leady z formularzy i kampaniiOferty i dokumenty elektroniczneAutomatyzacje wiadomości i statusów
Voice calls produce structured outcomes - budget answers, dispositions, meeting times. Without saleswizard sync that data stays in recordings. Coldbot writes automatically so sales acts while the lead is still warm, and ops teams trust reporting because fields are consistent call after call.
✓No manual CRM entry after calls
✓Faster follow-up on hot leads
✓Consistent reporting fields
✓Transcript link for coaching
What you can do with SalesWizard
Every qualified conversation can trigger automated actions in your stack. Teams typically configure this during Coldbot onboarding with supervised test calls before scaling outbound volume.
✓Leady z formularzy i kampanii
✓Oferty i dokumenty elektroniczne
✓Automatyzacje wiadomości i statusów
Setup in four steps
Most teams complete the integration during initial onboarding (7–14 days). Teams typically configure this during Coldbot onboarding with supervised test calls before scaling outbound volume.
✓Connect Coldbot workspace
✓Authorize SalesWizard
✓Map fields and statuses
✓Test with live calls
Typical field mapping
Map conversation outputs to your system - qualification answers become properties, activities, or custom objects. Most teams map disposition, score, budget, timeline, and meeting time in the first onboarding workshop.
✓Name, phone, email
✓Budget, timeline, location
✓Call disposition + transcript URL
✓Meeting start/end when calendar connected
Automation recipes with saleswizard
After each call Coldbot sends a structured JSON payload to saleswizard. You trigger multi-step flows: update CRM, send Slack alert, create task, notify billing, or enrich data warehouse. This is how voice AI becomes part of your existing ops stack without custom telephony code.
✓Trigger on disposition = meeting booked
✓Branch on hot/warm/cold score
✓Fan-out to CRM + comms + sheets
✓Retry on API rate limits
Reliability and security
Coldbot signs webhook payloads, retries failed writes, and logs integration errors in the dashboard. Credentials for saleswizard are stored encrypted; you can scope permissions to minimum required (read calendar, write events, etc.). Enterprise customers receive audit logs for compliance reviews.
✓HMAC webhook verification
✓Exponential backoff on errors
✓Role-based access to logs
✓EU data residency on Enterprise
FAQ
Frequently asked questions
Is the SalesWizard integration included in all plans?
Yes. Standard CRM and calendar integrations are available on Growth and Enterprise plans. Contact us for custom API requirements.
How fast does data sync after a call?
Lead and activity data typically syncs within seconds via webhooks. Calendar bookings reflect availability in real time.
Can I use custom fields?
Yes. Map any conversation output - budget, timeline, location, score - to custom fields in your connected system.
How long does setup take?
Usually 1–2 days inside the 7–14 day Coldbot deployment, including test calls.
What if API limits or auth change?
Coldbot retries and alerts your team; we adjust mappings during onboarding or support.
After you connect
Templates and automations
Launch a deploy-ready agent script, then wire SMS, CRM, and calendar triggers from our playbook library.
