# AI voice bot CRM integration: call results and funnel step

The bot sets the lead's funnel step, callback date and call summary itself. How to set up the fields and check the writing with the “20 of 20” test.

Section: AI voice bot · Updated: 2026-11-11 · http://my.lptracker.ru/land/lk/faq/?a=voice-bot-crm&lang=en

> **In short:** AI voice bot CRM integration is built in: on the bot card's “Writing to CRM” tab, pick the fields the AI fills in after each call — funnel step, step date, name, comments and custom fields. Add them with “Add field”, save and check the step with the “Data write test” in “Training AI”.

An online school called its old database — two thousand contacts — and nothing changed in the CRM. Without AI voice bot CRM integration, leads hang at the old step, the manager listens to the recordings again, and hot clients get lost among everyone who was called.

Here you don't need a separate integration: the bot and the CRM work in one account. “Writing to CRM” is a tab of the bot card where you set what the bot writes to the lead card. After every call, the AI reads the whole conversation and fills in the card itself. It sets the funnel step — the stage of work with the client — and writes the callback date, name, summary and your own fields. The manager opens the card and sees the outcome right away, and leads move through the funnel without manual tagging.

Watch the two-minute video, and below you will find step-by-step setup.

[Video: AI voice bot CRM integration: call results and funnel step](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/voice-bot-crm-en-24e22d.mp4)
- 0:03 CRM integration
- 0:23 How it works
- 0:37 Adding a field
- 0:52 Funnel step
- 1:09 Chat check
- 1:23 Step test
- 1:37 Step training
- 1:53 Client case
- 2:08 Summary

## Why let the bot keep your CRM up to date

- Online school: “Interest” goes to a manager for the sale, “Call back” gets a “Stage date”, “Refusal” drops out of calling. In the “Learning goal” field, the bot writes the client's answer in one phrase.
- Real estate: budget, district, mortgage and purchase timeline go into separate fields. The manager sees a ready questionnaire and calls those who are ready for a viewing.
- Clinics and salons: the bot sets “Confirmed”, “Rescheduled” or “Refusal”, and puts the new visit time in the “Stage date”. In the morning, the administrator knows who is coming.
- Product business: a list field “Reason for refusal” (too expensive, too slow, changed my mind) shows what holds back sales.
- Cold calling to companies: a list field named as a question, such as “Two or more employees?”, with the values “Yes” and “No”. The bot marks whether the company fits, and the manager filters the list by this field and calls only those that do. The AI fills a yes/no question field more reliably than an abstract “Company size”.
- Management: correct steps give an honest picture in the “Funnel analytics” report and “AI conversion analysis”. A wrong step costs money: a client who refused gets called again, while an interested one never reaches a manager.
- External CRM or your own system: call results can go not only to the account's CRM. The “Write webhook” sends them to another CRM or your accounting system, and for amoCRM there is a free app — see “[amoCRM integration](http://my.lptracker.ru/land/lk/faq/?a=amocrm-integration&format=md&lang=en)”. How to set up the webhook is covered in “[AI voice bot knowledge base](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-knowledge&format=md&lang=en)”.

> A seller of country houses near Moscow. Before: the bot called the old database, and managers tagged the results themselves from the recordings. Problem: tagging took two hours a day, and some of the “call me back in a month” clients got lost. What we did: added the “Funnel stage” and “Stage date” blocks, the “Budget” and “Mortgage” fields and a short summary in a text field; the step was trained to “20 of 20”. Result: manual tagging is gone, managers call the “Interest” step with a ready questionnaire, and viewings per month went up by about a third.

## How the AI voice bot writes call results to the CRM

Each block on the tab is one field of the lead card plus a prompt for the AI: what to extract from the conversation and what to write if it wasn't mentioned. A field is filled in only if the block is added and the bot is saved. No blocks — the bot writes nothing.

What you can add:

- “Funnel stage” — a table of rules: interested — “Interest”, refused or asks not to call — “Refusal”. Steps are taken from the CRM sales funnel, and the name must match character for character. You can edit the table with the “Edit manually” button, but a new rule easily starts to conflict with the old ones, so it is safer to train the step with the test.
- “Stage date” — the date and time the client named, in the CRM format.
- “Comments” — by default, the whole dialog by roles.
- Client name, a list field (“Category”), “Responsible” and your own “Text” and “Number” fields.

The fields themselves are created in the CRM “Client card”, and the steps in the “Sales funnel”: more in “[Client card fields](http://my.lptracker.ru/land/lk/faq/?a=crm-card-fields&format=md&lang=en)” and “[Sales funnel steps](http://my.lptracker.ru/land/lk/faq/?a=crm-funnel-steps&format=md&lang=en)”.

![AI voice bot CRM integration: each block is a card field and an instruction for the AI](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/voice-bot-crm-1-en-925d20.webp)

## How to set up writing to the CRM after a call

1. **Open the tab** — In the “Voice AI bots” list, click the bot and open “Writing to CRM”.
2. **Add fields** — Click “Add field”, choose a field and click “Add”. Start with “Stage date”, “Comments” and the client's name. The wizard writes the “Funnel stage” rules itself when it generates the instruction; if the block is missing, add it the same way.
3. **Describe your own fields** — For “Text” and “Number” fields, the window “What should the AI write in the ‘…’ field?” opens. Describe what to extract and what to write if the client didn't say: “Write the budget as a number in dollars. If not named, write 0”.
4. **Check the steps** — Look through the step summary in the “Funnel stage” block. The note “— not in the funnel” means the step was renamed or deleted in the CRM: choose a real one.
5. **Save** — Click “Save” at the bottom. While the “You have unsaved changes” panel is visible, calls run on the old settings.
6. **Test the writing** — “Training AI” → “Start training”: play out a dialog and look at the “Funnel stage” line under the bot's reply.

A good field prompt lists the answer options (“one of: Interest / Refusal / Thinking”) and says what to write if there is no data. Otherwise the AI starts guessing. For a history of touchpoints, turn on “Append the value instead of overwriting”. “Restore the prompt” rolls back the AI's last edit.

![Your own CRM field: describe in plain words what the bot writes after a call](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/voice-bot-crm-2-en-abb2ef.webp)

## How to check the stage date and custom fields before calls

The “Data write test” checks any field from “Writing to CRM”, not just the step. You see right away what goes into the card after such a conversation, without waiting for real calls. Otherwise the error shows up only when every tenth lead has an empty date or the wrong category.

1. **Play out a dialog** — In “Training AI”, write as a client, for example: “call me back tomorrow at 3 pm”.
2. **Choose the field** — Click “Data write test”, choose “Stage date”, a category or your own field and click “Test the data write”.
3. **Check the answer** — The value for the card appears under “CRM write response:”. The date must come in the “hh:mm dd.mm.yyyy” format.
4. **Fix the prompt** — Wrong answer? Click “Fix the data write prompt”, edit the text or the rule rows (“Add rules”) and click “Update”. The test restarts on its own.

Check the opposite case too: the client named nothing. The field should get what the prompt says to write when there is no data, not an invented value. Run each case several times — the answer must be the same. Edits made in the test are saved with the common “Save” button.

## Why the bot sets the wrong funnel step and how to fix it

Under the bot's last reply in “Training AI”, you see the line “Funnel stage: …” — the step that goes to the CRM if the client hangs up now. It is checked up to 20 times in a row. A red “Choose the correct step” button means the checks returned different steps, and on calls the step will also be hit or miss. How the section itself works is covered in “[How to train an AI voice bot](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-training&format=md&lang=en)”.

1. Play out one case in the chat: agreement, refusal, “call me later” or silence.
2. Click “Data write test” or “Fix the step”, choose the expected step and click “Test the funnel step”. 20 checks run in a row.
3. If the test fails, the “Why exactly this step?” window opens. Describe the sign: what the client said and why it means this step. “Check with the assistant” compares the explanation with the rules of the other steps.
4. Click the suitable final rule. The AI rewrites the rules and checks them again — up to 10 rounds, until “Success! AI passed the check 20 of 20” appears.
5. Click “New chat” and run the other cases — fixing one step can break another. Then click “Save”.

If one situation leads to different steps, choose the “Right step”, and the second rule gets corrected. Didn't work in 10 rounds? “Reset the whole steps/statuses prompt” generates the rules from scratch.

## In what order to train funnel steps

Start with two clear-cut cases: a successful conversation (for example, the “Interest” step) and an obvious refusal. Once both land correctly, move on to “grey” cases with no clear outcome: the client hung up after the greeting, answered in a couple of words, or the call dropped. After every retraining, check all cases again in a loop — success, refusal, then the grey ones: fixing one step can break another. Don't alternate manual rule edits with AI training — that tangles the rules fastest, and it is easier to reset them completely. Step names also affect the AI's choice: the AI can't learn a step that doesn't fit the conversation by meaning — training will hit the round limit. That is a sign that the wrong step was chosen for the case. Give steps clear names in your [sales funnel](http://my.lptracker.ru/land/lk/faq/?a=crm-funnel-steps&format=md&lang=en).

![Funnel stage test: 20 checks in a row give the same step in the CRM](http://my.lptracker.ru/land/n/multic/faq_media.php?f=2026-11/voice-bot-crm-3-en-aba1c2.webp)

> “Writing to CRM” does not transfer the call to a manager. That is what the “Transfer call to manager” trigger on the “Triggers” tab is for ([AI voice bot call transfer](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-triggers&format=md&lang=en)). After the call, the step hands the lead over: the manager works with the step's lead list, or an auto-funnel notifies them.

> A detailed call summary costs about $0.01 on average. Tests are paid too: the step line takes up to 20 AI requests, the test 20 checks, training up to 10 rounds.

## Frequently asked questions

### Do I need a separate AI voice bot CRM integration?
No: the bot and the CRM work in one account. Just add field blocks on the “Writing to CRM” tab and save the bot.

### Why is my AI voice bot not writing anything to the CRM?
Check that the blocks for the fields exist, the bot is saved and the field exists in the CRM. The answer “No dialogue” or “.” in the “Data write test” means there was no conversation — for example, an answering machine picked up.

### Why does the lead stay at the “Robot calling” step?
That is how the default rule works: this step is set when it is unclear whether there is interest. Add a rule for the situation you need or train the step on such a dialog.

### Why does the test fail when “Expected” and “Received” are the same?
There is a typo in the step name: letter case, an extra space or swapped letters. Fix the name in the sales funnel or choose the step again.

### Why doesn't the bot write the stage date to the CRM?
The prompt must require the “hh:mm dd.mm.yyyy” format. If the text was changed, delete the block and add the field again, and the default prompt comes back.

### Can I delete the “Funnel stage” block?
No, it has a lock: without this block, steps are not written to the CRM, and the bot cannot be saved.

**Read also:** [AI voice bot for business: how to create a bot and get leads](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-start&format=md&lang=en), [How to write an AI voice bot script: prompt and conversation plan](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-prompt&format=md&lang=en), [How to train an AI voice bot to answer like your best sales rep](http://my.lptracker.ru/land/lk/faq/?a=voice-bot-training&format=md&lang=en), [Follow-up message after an ai call](http://my.lptracker.ru/land/lk/faq/?a=message-after-bot-call&format=md&lang=en), [Amocrm integration](http://my.lptracker.ru/land/lk/faq/?a=amocrm-integration&format=md&lang=en)