Connect Your CRM

HubSpot Integration:

// Add this to the final report node
const hubspotData = {
  dealId: callData.deal_id,
  callAnalysis: JSON.stringify(finalReport),
  winProbability: finalReport.win_probability,
  nextActions: finalReport.next_actions.join(', ')
};

// Send to HubSpot via API

Salesforce Integration:

// Similar approach for Salesforce
const sfData = {
  OpportunityId: callData.opportunity_id,
  Call_Analysis__c: JSON.stringify(finalReport),
  Win_Probability__c: finalReport.win_probability
};

Set Up Notifications

Slack Integration:

  1. Create a Slack webhook in your workspace
  2. Add HTTP Request node after final report
  3. Configure webhook URL and message format

Email Alerts:

  1. Add Email node to the workflow
  2. Configure SMTP settings
  3. Set up conditional triggers (e.g., only for high-value deals)