Integrations
Voze connects to CRMs like HubSpot and Salesforce through Zapier, the automation platform your ops team may already use. Companies and contacts sync both ways. The notes your reps capture in the field flow straight into your CRM. Your team builds and owns the connection — and we'll walk you through it.
No hidden tiers here — Voze integrates through Zapier, and that's true whether you run HubSpot, Salesforce, or another CRM in Zapier's directory. The Zap lives in your Zapier account. Your team builds it, controls what flows, and can change it anytime. And we'll help you confirm your fields and get the mapping right before you build.
It moves your company, contact, and notes data between Voze and your CRM. We don't build or host a direct connection — the Zap lives in your Zapier account, where your team owns it.
Voze keeps the sync focused on the data reps actually generate and use in the field, so your CRM stays the system of record for everything else.
A lot of field tools only push data out — your reps feed a system that gives nothing back. With Voze, companies and contacts move in both directions, so reps see current CRM info and your CRM stays current with the field. Notes are the exception: they flow out of Voze only. You can't create a Voze note from another system.
The Zap lives in your Zapier account, so your team builds and owns it — typically someone with admin access to both your CRM and Zapier. Plan on looping in your IT or ops folks. Your Voze contact will walk your team through the whole thing.
Create a Zapier account, or use one your team already has. You'll need a paid plan — HubSpot and Salesforce are Premium apps on Zapier, so a free account won't connect to them. Zapier bills you directly, separate from your Voze subscription.
Find Voze in Zapier's app directory, then authorize Voze and your CRM so Zapier can talk to each. This is where an admin login for both systems comes in.
Map your fields, choose what flows in each direction, and turn syncing on. Most of the real work is deciding what should flow — the connection itself is the easy part.
The fastest way for a sales tool to lose its rep audience is to start duplicating their CRM. Voze deliberately stops at the edge of pipeline management. Here's exactly where the line is — so you know what to expect before you sign.
Deal stages, forecasting, quote-to-cash — those stay in your CRM where they belong. Voze sends over what your reps capture in the field — the context that should inform pipeline — but the pipeline itself isn't ours to own.
Zapier delivers in seconds to a few minutes depending on the trigger. If your use case needs sub-second latency (rare for field-sales workflows), Voze isn't the right fit for it yet.
Bringing your historical companies and contacts into Voze is a separate one-time step — get our team a flat file of your accounts and contacts, and we'll get it loaded into your Voze instance before the Zap takes over.
Voze creates tasks and follow-up reminders from voice notes, but they don't sync with your CRM's task system.
Sync covers all records on the account, per object — all companies or none, all contacts or none, all notes or none. If you need finer slicing, talk to us about your workflow before you commit.
Voze's Zapier app is the connection point. Most CRMs in Zapier's directory connect cleanly — some less-common systems expose fewer fields or actions, so we'll confirm yours before you build.
Don't see your system? If it's in Zapier's directory, there's a good chance it can connect — but different apps expose different fields, so let's confirm yours before anyone makes promises. Reach out and we'll take a look together.
A 30-minute demo of Voze, plus a straight conversation about connecting it to your systems — what syncs, who owns what, and what setup will actually take for your team. Bring your RevOps or IT lead if you'd like. We'll have real answers.