How to Integrate AI SMS
with Your CRM
PepperSend's AI captures leads via SMS text-back after missed calls and saves them in a built-in contacts list on every plan. Sending them to HubSpot, Salesforce, Pipedrive or another CRM is a $2,000 one-time custom integration. Here is how it works.
The AI SMS to CRM data flow
PepperSend sits between your callers and your CRM. When a call is missed, the AI sends a text, has a conversation, and captures the lead. The lead is saved in PepperSend's built-in contacts list, and a custom integration can push it to your CRM.
Think of PepperSend as the AI capture layer: it converts anonymous missed calls into named, qualified contacts with full conversation transcripts. Your CRM receives clean, structured data it can act on immediately.
PepperSend can also put an AI chat on your website ($20/mo add-on, included in Inferno). Chat leads that include a phone number land in the same contacts list. See how website chat works
5 steps to connect AI SMS to your CRM
Configure your AI knowledge base
Add your business FAQs, pricing, hours, and services to PepperSend's knowledge base. The AI uses this to answer questions and qualify callers during SMS conversations. A well-configured knowledge base directly increases containment rate and lead quality.
Enable lead capture
In PepperSend settings, set the AI objective to "Qualify Leads." The AI will collect the caller's name, email, and inquiry during conversation. When all fields are captured, PepperSend creates a contact record and fires a [LEAD_CAPTURED] event.
Request your CRM integration
Contact PepperSend to scope a custom integration. We build the connection to HubSpot, Salesforce, Pipedrive, or another CRM as a $2,000 one-time add-on.
Map the data fields
PepperSend maps its fields to your CRM's contact and deal fields during the integration. Set the deal stage to your equivalent of "New Inbound Lead." The lead score field (0-100) is useful for prioritization: 80+ means name and email were both captured.
Test and verify
Send a test SMS to your PepperSend number. Complete a short lead capture conversation. Verify the contact appears in your CRM with the correct fields, lead score, and transcript. Check for any field mapping errors before going live.
What PepperSend sends to your CRM
Every contact PepperSend creates includes these fields. A custom integration maps them to your CRM's native fields or custom properties.
| Field | Description | Example value |
|---|---|---|
| phone | Caller's phone number in E.164 format | +18015551234 |
| name | Name captured during AI conversation | Sarah Johnson |
| Email captured during AI conversation | sarah@example.com | |
| inquiry_category | What the caller was asking about | Pricing / Scheduling / Emergency |
| lead_score | 0-100 score based on completeness. 80+ = name + email captured | 80 |
| transcript | Full SMS conversation between AI and caller | AI: Hi, this is... Caller: Hi I wanted... |
| first_contact_at | Timestamp of the first text message sent | 2026-06-07T14:32:00Z |
| handoff_reason | Why the AI handed off to a human, if applicable | lead_captured / low_confidence / cap_reached |
CRMs we can integrate with
HubSpot
Create or update contacts, add them to a deal pipeline, and log the transcript as a note.
Salesforce
Create a Lead or Contact record, assign it to a campaign, and attach the transcript as an activity.
GoHighLevel
Create a contact in your GHL sub-account and tag it automatically.
Pipedrive
Create a Person and a Deal in the correct pipeline stage. Map lead_score to Pipedrive's probability field for automatic prioritization.
Zoho CRM
Create a Lead record with all captured fields. Map inquiry_category to the Lead Source field.
Any other CRM
If your CRM has an API, PepperSend can build an integration for it. Contact us to scope it.
CRM can also send context to PepperSend
PepperSend can look up the caller in your CRM before the AI responds. When a known customer texts back, the AI greets them by name and references their history. PepperSend sets this up for you. Contact us to add it.
This is especially useful for service businesses where repeat callers (existing customers) deserve a different greeting than new inquiries.
Common questions
Start capturing leads from missed calls today
PepperSend texts back every missed caller within seconds and saves the lead in your contacts list. From $15/mo. No contract.