CRM Integrations

Your CRM. Your Intelligence. Connected in 15 Minutes.

Pre-built templates that pipe Cognize deal scores, action items, and risk alerts directly into Salesforce and HubSpot. No middleware. No consultants. Just code you own.

15 min
Setup time
2
CRMs supported
0
Middleware required

How It Works

One API call analyzes the meeting. One webhook updates your CRM.

📞
Meeting
Zoom / Teams / Dial
Cognize API
Transcribe + Analyze
🔗
Webhook
JSON payload
💼
Your CRM
Salesforce / HubSpot

Pre-Built Templates

Copy, paste, deploy. Each template comes with full source code you own and control.

Salesforce

Apex trigger + custom fields
  • Push deal scores to Opportunity custom fields
  • Create Task records from extracted action items
  • Log competitive mentions on the Account
  • Trigger Salesforce Flows on risk score changes
  • Full Apex source — deploy to any org
Apex — CognizeWebhookHandler.cls
@RestResource(urlMapping='/cognize/webhook')
global class CognizeWebhookHandler {

  @HttpPost
  global static void handlePost() {
    // Parse Cognize payload
    String body = RestContext.request.requestBody.toString();
    Map<String, Object> payload = (Map<String, Object>)
      JSON.deserializeUntyped(body);

    // Extract deal intelligence
    String oppId = (String) payload.get('crm_opportunity_id');
    Decimal dealScore = (Decimal) payload.get('deal_score');
    String riskLevel = (String) payload.get('risk_level');
    List<Object> actions = (List<Object>)
      payload.get('action_items');

    // Update Opportunity
    Opportunity opp = new Opportunity(
      Id = oppId,
      Cognize_Deal_Score__c = dealScore,
      Cognize_Risk_Level__c = riskLevel,
      Cognize_Last_Analyzed__c = Datetime.now()
    );
    update opp;

    // Create Tasks from action items
    List<Task> tasks = new List<Task>();
    for (Object item : actions) {
      Map<String, Object> ai =
        (Map<String, Object>) item;
      tasks.add(new Task(
        WhatId = oppId,
        Subject = (String) ai.get('action'),
        ActivityDate = Date.valueOf(
          (String) ai.get('due')),
        Status = 'Not Started'
      ));
    }
    insert tasks;
  }
}
Get Salesforce Template →

HubSpot

Node.js webhook + Timeline API
  • Update Deal properties with intelligence scores
  • Create Timeline events with call summaries
  • Add engagement records with action items
  • Trigger HubSpot Workflows on new analysis
  • Full Node.js source — deploy anywhere
Node.js — cognize-hubspot.js
const hubspot = require('@hubspot/api-client');
const client = new hubspot.Client({
  accessToken: process.env.HUBSPOT_TOKEN
});

// Cognize webhook handler
async function handleCognizeWebhook(payload) {
  const {
    crm_deal_id,
    deal_score,
    risk_level,
    action_items,
    summary
  } = payload;

  // Update Deal properties
  await client.crm.deals.basicApi.update(
    crm_deal_id,
    {
      properties: {
        'cognize_deal_score': deal_score,
        'cognize_risk_level': risk_level,
        'cognize_last_analyzed': new Date()
          .toISOString()
      }
    }
  );

  // Create Timeline event
  await client.crm.timeline.eventsApi.create({
    eventTemplateId: process.env.TIMELINE_TPL,
    objectId: crm_deal_id,
    tokens: {
      'callSummary': summary,
      'dealScore': deal_score.toString(),
      'actionCount': action_items.length
        .toString()
    }
  });

  // Create tasks for action items
  for (const item of action_items) {
    await client.crm.objects.basicApi.create(
      'tasks',
      {
        properties: {
          hs_task_subject: item.action,
          hs_task_status: 'NOT_STARTED',
          hs_timestamp: Date.now()
        }
      }
    );
  }
}
Get HubSpot Template →

What Gets Synced

Every call analysis pushes structured data into your CRM records automatically.

📊

Deal Scores

0-100 score on every Opportunity/Deal, updated after each call

⚠️

Risk Alerts

Competitor mentions, stalled deals, missing stakeholders flagged in real-time

Action Items

Auto-created Tasks with owners, due dates, and confidence scores

📝

Call Summaries

Timeline events with key moments, talk ratios, and next steps

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