CRM Compatibility
Keep Your CRM. Stop Typing Into It.
Call Caddie is not another CRM. It sits on top of the one you have and keeps it up to date, or gives you a lightweight record store if you do not have one yet.
CRM Modes
From No CRM to Deep Two-Way Sync
No CRM
Guide Only mode with a lightweight record store for contacts, notes and outcomes.
Read Only
Show CRM data on the call screen without writing anything back.
Selected Writes
Write only the actions you approve, such as outcomes, notes and next steps.
Two-Way Sync
Keep chosen fields in step both ways, with conflict handling and retries.
CSV Import and Export
Bring leads in and take outcomes out by file, on your own schedule.
Custom Connector
Any CRM with an API, through the custom REST connector and webhooks.
CRMs and Data Sources
How each CRM and spreadsheet source connects today.
| Provider | Connection | How it connects |
|---|---|---|
| Zoho CRM | Native | Native connector with a ready-made field-mapping template and two-way sync of the fields you choose. |
| HubSpot | Native | Native connector with a ready-made field-mapping template and two-way sync of the fields you choose. |
| Salesforce | Native | Native connector with a ready-made field-mapping template and two-way sync of the fields you choose. |
| Pipedrive | Native | Native connector with a ready-made field-mapping template and two-way sync of the fields you choose. |
| Microsoft Dynamics 365 | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Close | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Freshsales | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| monday CRM | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Copper | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Keap | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| ActiveCampaign | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Zendesk Sell | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Insightly | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Nutshell | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| SugarCRM | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Bitrix24 | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Odoo | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Attio | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Capsule | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| GoHighLevel | Via generic connector | Connect through the custom REST connector, webhooks or a CRM launch link. |
| Google Sheets | Via generic connector | Use a spreadsheet as your lead source and outcome destination, with column mapping. |
| Airtable | Via generic connector | Use a spreadsheet as your lead source and outcome destination, with column mapping. |
| Excel Online | Via generic connector | Use a spreadsheet as your lead source and outcome destination, with column mapping. |
| Any CRM with an API | Via generic connector | Configure the custom REST connector, webhooks or a launch link. No code required. |
| CSV import and export | Native | Import leads and export outcomes in any spreadsheet format your team already uses. |
Mapping Made Simple
Ready-Made Field Mapping
Each native connector comes with a default mapping for leads, contacts, companies, deals, activities, owners and stages. Apply it in one click, then adjust it in the field mapper.
- Map standard and custom fields without code
- Choose the CRM data centre or region for each connection
- Open Call Caddie on the right record from a CRM launch button
- Use Google Sheets, Excel Online or Airtable as a simple lead source
- Temporary CRM outages queue updates instead of stopping calls
- Embedded apps inside major CRMs are on our roadmap
See Call Caddie on Your Own Calls
Book a short demo and we will show it working with your own script, then give your team early access.