Update your CRM instantly after every Synthflow call
Swiftask connects your Synthflow voice agents to your CRM. Each interaction is transcribed and key data points are automatically updated, with no manual effort.
Result:
Eliminate data entry errors and ensure your sales teams always have the most up-to-date information.
AI Agents
synthflow
Connector synthflow · Secure OAuth 2.0
Manual CRM data entry slows down your sales team
After every call, your staff loses precious time transcribing notes and manually updating their CRM. This process is not only time-consuming but inevitably leads to missed information and data errors.
Main negative impacts:
Delayed data entry
Information isn't available immediately, which hinders decision-making and lead follow-up.
Outdated CRM data
Without real-time updates, marketing and sales teams work on data that no longer reflects the customer's reality.
Human error risk
Manual input is prone to typos and omissions, degrading the overall quality of your database.
Swiftask automates the bridge between Synthflow and your CRM. As soon as a call ends, relevant data is extracted and synchronized, ensuring perfect precision.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
A Synthflow voice agent handles a request. The sales representative must listen to the recording or read the transcript, then manually open the CRM to update fields, creating an operational bottleneck.
With Swiftask + Synthflow
The call ends. Swiftask analyzes the conversation, extracts structured data, and instantly updates the client record in the CRM. Everything is ready before the salesperson even follows up.
Deployment of synchronization in 4 steps
1
STEP 1 : Define extraction data
Configure in Swiftask which CRM fields should be filled automatically from Synthflow conversations.
2
STEP 2 : Connect your CRM
Authenticate your CRM in Swiftask via API to allow secure two-way communication.
3
STEP 3 : Link with Synthflow
Configure Synthflow's post-call webhook to Swiftask to trigger automated processing.
4
STEP 4 : Validation and monitoring
Activate the workflow and track update logs in real-time from the Swiftask dashboard.
Key features of the integration
Swiftask interprets the content of the call to automatically map customer intentions to the correct CRM fields (e.g., address change, lead qualification).
- Target connector: The agent performs the right actions in synthflow based on event context.
- Automated actions: Automatic field updates, creating new lead records, adding summary notes, triggering follow-up tasks in the CRM.
- Native governance: The transformation logic is fully customizable to your specific business needs.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-synthflow@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic benefits for your company
Operational time savings
Eliminate manual entry and free up your teams for higher-value tasks.
Data precision
Ensure total consistency of your CRM data through AI-powered automation.
Increased reactivity
Your sales teams have access to up-to-date information immediately after every voice interaction.
Simplified compliance
Every update is tracked, facilitating audits and adherence to data management processes.
No-code scalability
Adapt your synchronization workflows without changing a single line of code.
Security and data protection
Swiftask applies enterprise-grade security standards for your synthflow automations.
- End-to-end encryption: Your customer data is protected during transfer between Synthflow, Swiftask, and your CRM.
- Access governance: Precisely control which AI agents are authorized to modify data in your CRM.
- Log traceability: A full history of updates is available for permanent audit.
- GDPR compliance: Swiftask adheres to data protection standards to ensure your processes remain compliant.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| CRM update time | 5-10 minutes per call | 0 seconds (automated) |
| Data entry error rate | High (manual) | Near zero (automated) |
| Data availability | Delayed (hours) | Instant |
| Management cost | High (human time) | Optimized (infrastructure) |
Take action with synthflow
Eliminate data entry errors and ensure your sales teams always have the most up-to-date information.