A customer calls, Rosie answers, and you get the details by text or email. Your CRM has no idea any of it happened. If that's where you track your customers and jobs, you're either back-filling it by hand later or losing the history altogether.
Connect your CRM and Rosie takes care of it. She looks the caller up by phone number, adds the call to their record, and creates the customer if they're new. Texts and website chats get logged the same way.
Setup takes about a minute, and it's included on every Rosie plan.
How It Works
Go to Integrations in Rosie and pick your CRM.
Select Connect, then log in to your CRM to give Rosie permission.
That's it — Rosie starts logging new conversations right away.
There's nothing to configure on the CRM side and nothing new to teach Rosie. She logs each conversation once it ends, so you get a clean entry with a summary rather than a running transcript.
Find Your CRM
Each guide walks through the connection steps, what gets logged, and the questions specific to that CRM.
Field service and job management
Sales and contact CRMs
Running something else? Tell us which CRM you use and we'll take a look. If your CRM connects to Zapier, Rosie does too.
What Gets Logged
Calls — every call Rosie answers gets added to the customer's record, with a summary of what was discussed and a link back to the full call details in Rosie.
Texts and website chats — these get logged the same way. If a conversation keeps going, the entry updates in place, so you end up with one note per conversation instead of a pile of fragments.
New callers — first-time callers become new records automatically, with the name and phone number Rosie collected. If someone doesn't give a name, you still get the record with their number, and Rosie fills the name in later if they share it on another call.
Existing customers — Rosie matches on phone number, so you won't get duplicates. She'll fill in a name that's missing, but she never overwrites information you already have.
Where the call actually lands differs a little by CRM. HubSpot, Zoho CRM, and Pipedrive get native call records. GoHighLevel gets a call record and a note together. The rest get notes. Call recordings are HubSpot only for now, with 30-day playback.
FAQs
Can I connect more than one CRM?
One CRM per Rosie account. If you're switching, disconnect the old one first.
Does this cost extra?
No. CRM integrations are included on every Rosie plan.
Can Rosie book jobs or appointments in my CRM?
No — these integrations log calls, texts, chats, and customers. Appointment booking runs through your connected calendar instead.
How do I disconnect?
Open your CRM on the Integrations page and select Disconnect. Rosie stops logging immediately, and everything she's already added stays right where it is.
Need Help?
If you have questions or run into trouble connecting your CRM, reach out at support@heyrosie.com or through the support chat in your Rosie admin — we're happy to help.