CRM & Calendar Sync

    Centralize calls, texts, bookings, and outcomes in your CRM

    Problem

    Disconnected tools mean double entry, missed context, and poor attribution.

    Outcome

    Centralize calls, texts, bookings, and outcomes in your CRM and calendars; measure what's working and act faster.

    Extensive Integrations

    Providers highlight **extensive integrations** (CRM and app connectors) and **analytics/logs** so teams see the full picture.1

    Revenue Attribution

    Phone leads drive meaningful revenue; tracking outcomes in CRM is critical for optimization.2

    How It Works

    1

    Sync caller/contact and intent to CRM record.

    2

    Attach call summary, transcript link, and disposition.

    3

    Create/modify calendar events with confirmations & reminders.

    4

    Populate dashboards for funnel and conversion reporting.

    Demo (0:30) 🎧

    "Lead created in HubSpot → Deal stage set to 'Booked' → Calendar event added with notes."

    What's Included

    Native calendar sync (e.g., Google/Outlook)

    CRM fields mapping (lead source, stage, disposition)

    Dashboards & reporting hooks

    Related Features & Industries

    Pair with:

    See industries:

    References

    1. AI front desk integration and analytics emphasis
    2. Phone lead revenue attribution importance

    Ready to Get Started?

    See how crm & calendar sync can transform your business

    Try Now

    Call Mainline AI

    510-281-3893