CRM Activity Sync

Every interaction, logged in your CRM. Even the ones no agent touched.

Every call, chat, text, and email lands on the right record as a finished activity: disposition, notes, recording link, queue time, IVR path. Reps stop typing wrap-up notes, and the interactions that never reached an agent stop disappearing.

For contact centers and RevOps teams that want a complete interaction history in Salesforce, or any CRM with an API.

See pricing

From $199/mo + one-time setup. Typically live in days, not weeks.

Salesforce today. Any CRM with an API is built as part of your implementation.

activity-sync

Activity Log

Interactions to CRM, live

Live
2,318
Activities Logged
3s
Avg to CRM
41
No-Agent Caught
Recent Activities
Dana Whitfield
8 sec ago
Outbound CallLogged

Task created on CRM contact · Disposition, notes, and recording link attached

(614) 555-0132
2 min ago
IVR AbandonCaptured

No agent touched this call · Logged with queue wait and IVR path

Marcus Lee
5 min ago
Web ChatRecovered

Chat logged with transcript · CRM rate-limited, auto-retried on attempt 2

Why complete capture wins

Your CRM only knows about the interactions someone bothered to log.

Manual logging costs agent time on every call, chat, and text, and it still misses the interactions no agent ever touched: IVR abandons, after-hours hang-ups, off-system transfers. Those interactions happened. Your CRM has no idea. The cost shows up two ways, every month.

Example below: a 50-seat contact center at a $22/hr loaded agent cost, averaging 40 interactions per agent per day, 20 business days per month.

Manual logging at ~45 seconds per interaction (typing notes, picking dispositions, pasting links)~$11,000/mo of agent time
Interactions that never reach an agent (IVR abandons, after-hours hang-ups, off-system transfers)invisible in your CRM
QuickFlo Activity Sync, 300k record updates per month
Every interaction logged automatically, seconds after it ends. Including the ones nobody answered.
$499/mo
Net savings~$10,500/mo + a call history you can finally trust
How it works

Live in days, then every call after that.

You choose what gets logged. We handle the rest of the configuration.

01

Connect your contact center

Point your platform's event feed or connector at QuickFlo. A few clicks, no custom build.

02

Pick what gets logged

Which interaction types become activities (calls, chats, texts, emails), and which fields ride along with each one.

03

Map fields with us

We wire interaction fields to your CRM's activity fields, validated against your live schema. Change them later, no redeploy.

04

Activities land on the record

Seconds after the interaction ends, keyed to it so a retry updates instead of duplicating.

Where this differs

Three places this differs from the alternatives.

Worth noting before you book a call.

01

Captures interactions no agent ever touched

Agent-side loggers and generic CCaaS automations react to what an agent does, so a call that dies in the IVR, a chat that drops in the queue, or a line that rings out after hours never gets logged. Activity Sync logs what the platform saw, whether or not a human was on the line.

02

Full interaction context on the activity

Recording link, chat transcript, disposition, notes, queue wait, IVR path, campaign. The activity your team opens six months from now reads like a record of what happened, not a bare "call occurred" stub with an empty subject line.

03

Idempotent, safe-to-retry sync

Every write is keyed to the interaction ID, so a retry updates the existing activity instead of creating a duplicate. Failures show up in a per-record dashboard and replay with one click. No tickets, no SQL, no waiting on IT.

No risk to start

You don't pay until activities are landing in production.

We scope it, build it, and prove it in your environment first. You see real interactions becoming real CRM activities before a dollar changes hands. If it never goes live, you owe nothing.

What's included

Included in every Activity Sync.

Complete capture, retries, and per-record visibility are part of the product, not sold separately. Implementation is a one-time fee. The monthly cost is per record update, not per seat.

Any CRM with an API

Salesforce is live today. HubSpot, Zoho, Dynamics 365, Pipedrive, or your homegrown CRM are built as part of your implementation.

Complete capture

Agent-handled calls, chats, texts, and emails plus the interactions nobody touched: IVR abandons, after-hours hang-ups, off-system transfers. All of it becomes a CRM activity.

Full interaction context

Recording link, chat transcript, disposition, notes, queue wait, IVR path, campaign. Every field your platform emits can land on the activity.

No duplicate activities

Writes are keyed to the interaction ID and validated against your CRM's live schema, so retries update in place and bad fields never block an interaction from being logged.

Per-record dashboard + one-click retry

Every create, update, retry, and failure is visible at a glance. A failed sync replays with one click, with the full error attached.

One-time setup, handover included

We build the package and document it. Once it's running, it's yours to clone or extend: custom fields, enrichment, additional record types.

Works across CCaaS platforms. Tell us which one you're on and we'll confirm scope on the call.

Common questions

The questions ops teams ask first.

Why are calls and other interactions missing from my CRM?

Two reasons, usually. Agents skip or shortcut manual logging when the queue is busy, and interactions that never reach an agent (IVR abandons, after-hours hang-ups, off-system transfers) have nobody to log them at all. Activity Sync removes both failure modes: every interaction your platform sees becomes a CRM activity automatically, seconds after it ends.

How is this different from my platform's native CRM automation?

Native automation layers are general-purpose: logging CRM activities is one configuration among many, usually built and maintained by a vendor rep, and they react to what an agent does in the desktop. Activity Sync does one job: land the activity, with every field, every time, including interactions no agent touched. And every write is visible in a per-record dashboard instead of a black box.

Will it create duplicate tasks or activities?

No. Every write is keyed to the interaction ID, so the sync is idempotent: a retry or a replay updates the existing activity instead of creating a second one. Fields are also validated against your live CRM schema before the write, so a renamed or deleted field never silently breaks logging.

What happens when a write to the CRM fails?

Failures are classified, not silently retried into oblivion. Transient errors retry with backoff. Rate-limited writes drain when your CRM's API recovers. Persistent failures show up in the dashboard with the full error attached and replay with one click. No tickets, no SQL, no waiting on IT.

What data lands on the activity?

Whatever your platform emits and your CRM can hold: disposition, agent notes, recording link, chat transcript, duration, queue wait, IVR path, campaign, direction. Custom fields and computed values (composite subjects, lookups, enrichment from other systems) are built during implementation and can be changed later without a redeploy.

Which CRMs and contact center platforms do you support?

Salesforce connects today; HubSpot, Zoho, Dynamics 365, Pipedrive, or anything else with an API is built during your implementation. On the contact center side we work across CCaaS platforms through their event feeds and connectors. Tell us your stack and we'll confirm scope on the call.

How long until we're live?

Most deployments are logging production activities within days. Discovery, contact center and CRM configuration, field mapping, enrichment setup, and go-live testing are all part of the one-time implementation. It is not a multi-month IT project.

Won't per-record pricing get out of control?

Pricing is tiered by record updates per month with a clear ceiling on each tier, so it stays one predictable line item. In practice it is a fraction of the agent hours you'd otherwise burn on manual logging. And you don't pay anything until activities are landing in production.

Pricing

Activity Sync pricing.

Priced per record update, not per seat. Complete capture, retries, and the per-record dashboard are part of the product, not add-ons.

Sync Starter

Small teams, single CRM

$199/mo

Up to 50k record updates/month

+ $495 one-time setup

  • 1 contact center + CRM connection
  • Agent-handled interactions logged as activities
  • Per-record execution logs with failure reasons
  • Basic field mapping
  • Email support

Sync Scale

High volume, multi-queue

$999/mo

Up to 1M record updates/month

+ $1,995 one-time setup

  • Everything in Pro, plus:
  • Multiple CRM connections or orgs
  • Advanced mapping across record types (contacts, leads, cases)
  • Same-business-day email support

Sync Enterprise

5M+ records, complex routing

Let's Talk

5M+ records / custom needs

Custom setup based on scope

  • Everything in Scale, plus:
  • Volume pricing beyond 1M records
  • Custom integrations & SLA
  • Dedicated success manager
  • We build the first workflow with your team on a call

One-time implementation fee covers discovery, contact center + CRM configuration, field mapping, enrichment setup, and go-live testing.

A record update is any activity written to your CRM: a create, an update, or a re-sync. Execution logs, retries, and field enrichment are included. They are not counted separately.

You don't pay until activities are landing in production.

Get started

Your reps are typing notes a machine should write. Let's fix that this week.

30 minutes on a call. We'll scope the work and quote it then. If we're not the right fit, we'll say so.