CETDIGIT Retell AI Voice Agent SYNC

CETDIGIT’s Retell AI Voice Agent SYNC is a professional, fully customizable, enterprise-ready solution that connects AI voice agents directly to HubSpot or Salesforce, transforming conversations into structured CRM data. Calls, outcomes, and follow-ups are automatically captured, logged, and automated—powered by CETDIGIT’s AI automation and voice-agent services.

Teams can make and manage calls directly from the CRM. AI-handled and human-initiated calls placed via Retell are logged automatically, with full transcripts and recordings saved as activities on Contact, Company, and Deal records. Conversations can be reviewed, analyzed, and used to update CRM properties, trigger workflows, move deals, assign owners, and launch follow-ups—eliminating manual work.

The solution supports automated outreach at scale. Create contact lists in HubSpot or Salesforce and launch AI-powered calling campaigns through Retell. All calls, outcomes, and next actions are written back to the CRM in real time and reported through native dashboards and performance reports.

Key Capabilities

Calling & Campaign Management

• Make calls directly from HubSpot Contacts using Retell

• Campaigns for queued and scheduled calls

• Automated calls during business hours

• Automatic reattempt of no-answer calls

• “Call back later” logic

CRM Logging & Visibility

• Automatic logging of calls, recordings, and transcripts as HubSpot activities

• Data collection and structured logging back into HubSpot

AI Intelligence & Context

• Business context inputs (such as name, email, address, revenue, expiration)

• Conversation memory and history awareness

• Intent recognition and intelligent routing (Sales, Support, etc.)

• Post-call analysis (intent, sentiment, outcomes)

Automation & Follow-Ups

• Transcript-driven automation and CRM property updates

• Advanced workflow automation based on conversation outcomes

• AI-generated messages (Email, Slack, Teams, WhatsApp, or SMS)

Scheduling & Handoffs

• Calendar integration and meeting booking (Zoom, Microsoft Teams, Google Meet)

• Intelligent human handoff between AI agents, sales, and support teams

Reporting & Insights

• Native HubSpot reporting and dashboards

Note: After installation, please contact CETDIGIT to complete setup and configuration. Our team will configure call flows, HubSpot mappings, automations, reporting, and handoffs to align the solution with your business processes.