CallKate + SevenRooms

    Connect CallKate to SevenRooms

    Automatically sync callers, appointments, transcripts, and lead data directly into SevenRooms without writing any code.

    SevenRooms

    How the integration works

    Seamless data flow between your AI receptionist and SevenRooms.

    Automatic Contact Creation

    When a new caller rings, CallKate instantly creates a new contact in SevenRooms with their name, phone number, and caller ID info.

    Call Logging & Transcripts

    Every completed call is logged as an activity in SevenRooms, complete with full audio recordings and AI-generated summaries.

    Real-time Triggers

    Trigger workflows in SevenRooms based on call outcomes. If a lead is qualified, automatically move them to the next pipeline stage.

    Setup in seconds

    No developers required. Connect with OAuth or API key in 3 simple steps.

    01

    Go to Integrations

    Log into your CallKate dashboard and navigate to the Integrations tab.

    02

    Select SevenRooms

    Click on the SevenRooms card and click "Connect". You'll be prompted to authorize the connection.

    03

    Map your fields

    Choose which CallKate data fields (like Caller Name, Summary, or Appointment Time) map to your fields in SevenRooms.

    Supercharge SevenRooms with AI

    Stop manually entering caller data. Let CallKate answer the phone and update your systems automatically.