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.
How It Works
One API call analyzes the meeting. One webhook updates your CRM.
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
@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; } }
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
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() } } ); } }
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
Ready to Connect Your CRM?
Get early access to integration templates and our team will help you set up in 15 minutes.
Request Early Access Try the API DemoWant a full platform with built-in CRM sync, dashboards, and coaching? Check out Avoma →