Skip to main content
CRM Integration Overview

​
Overview

Integrate and monitor HubSpot or Zoho CRM within Weya AI to automate call tracking, sales synchronization, and customer relationship workflows.
Both CRMs follow the same stepwise flow, where you first integrate and monitor the connection, and mapping is configured later by clicking Configure.

​
1. Access Integrations

  1. Navigate to the Integrations tab from the sidebar.
  2. Under Available Integrations, choose HubSpot or Zoho CRM.
  3. Click Connect to begin the setup.

​
2. Authenticate CRM Connection

CRM Authorization When you click Connect, you’re redirected to the CRM authentication page.
  • HubSpot: Log into your HubSpot account and approve access for Weya AI.
  • Zoho: Sign in to Zoho CRM and authorize Weya AI API permissions.
Once authentication succeeds, the connection is securely established.

​
3. Configure Credentials

CRM Configuration Next, configure your CRM details inside Weya AI:
  • Choose CRM: HubSpot or Zoho
  • Region: Choose (e.g., Asia or Europe)
  • Client ID & Client Secret: Obtained from your CRM developer console
  • Redirect URL: Auto-filled by Weya AI
  • Access Token / Refresh Token: Paste generated tokens
  • Token Type: Bearer
  • Expires In (3600 seconds) and Expires At (expiry date)
Once all details are filled, click Save to finalize the integration.

​
4. Monitor CRM Integration (Before Mapping)

Active Integration After saving credentials, go to My Integrations — your CRM will appear as Active if connected successfully. From here, you can :
  • Monitor integration health and token validity
  • View active CRM connections
  • Confirm real-time status (e.g., Active / Processing)
This monitoring step ensures your integration is live before moving to mapping.

​
5. Click Configure to Map Data

CRM Mapping Once your CRM shows Active, click Configure to set up mapping for synced data.

​
Configuration Setup

  • Module Name: Select what to sync — e.g., Contacts or Leads.
  • Unique Key: Choose fields identifying unique records (Email, First Name).
  • Required Fields: Define mandatory data points (Email, DOB).

​
Mapping Call Data

  • Assign specific Agents to CRM modules.
  • Choose which call details to sync:
    • Call Duration
    • Call Cost
    • Call Transcription
    • Call Recording

​
Sync Frequency

  • Select how often data syncs between CRM and Weya AI:
    • Realtime Sync
    • Every 3 hours
    • Once a day
When mapping is complete, click Save to activate it.

​
💡 Tips

  • This flow is identical for both HubSpot and Zoho CRM.
  • Always verify the CRM authorization before configuring mapping.
  • Refresh expired tokens regularly to ensure continuous sync.
  • You may reconfigure mapping anytime via the Configure button in My Integrations.
Once setup and mapping are done, Weya AI automatically synchronizes CRM data, logging call metrics, agent performance, and real-time updates across both CRMs.