Capability

Create a CRM task from an AI voice agent

Create a CRM task is a Telenow capability your AI voice agent can use during a conversation. The agent collects what it needs from the caller, then calls create a crm task as a tool — the action happens live on the call, across phone, web, chat and WhatsApp. It's provider-agnostic, so you can connect the vendor you already use and swap later without rebuilding the agent.

Last updated 2026-09-06

How it works

1
Build or install
Start from a template or describe your agent to the AI copilot, then add create a crm task as a tool.
2
Connect
Authorise create a crm task and point a phone number or the web widget at your agent.
3
Go live
Test it in the browser, publish, and the agent uses create a crm task automatically on every call.

Integrations that create a crm task

Zoho CRM

Create a lead in Zoho CRM from the call. Connect once with Zoho (India data centre).

HubSpot

Create or look up HubSpot contacts from the call. Uses a private app access token.

Salesforce

Create a Salesforce lead from the call. Connect once with Salesforce (uses your My Domain).

GoHighLevel

Look callers up, create and update contacts, move opportunities through a pipeline, log tasks and notes, and book, reschedule or cancel appointments — in your GoHighLevel sub-account.

Microsoft Dynamics 365

Recognise callers, create and update contacts, log phone calls onto the customer timeline, and raise notes and follow-up tasks in Dynamics 365 (Dataverse).

Frequently asked questions

How does an AI voice agent create a crm task?+

Telenow exposes create a crm task as a tool the agent can call mid-conversation. When the dialogue reaches the right point, the agent triggers it with the details it collected — no human and no hold music.

Which integrations let an agent create a crm task?+

Zoho CRM, HubSpot, Salesforce, GoHighLevel, and Microsoft Dynamics 365 all provide this capability. Because it's provider-agnostic, you can swap vendors later without rebuilding the agent.

Do I need to code to create a crm task?+

No. Add the capability as a tool in the no-code builder (or let the AI copilot do it), connect a provider, and the agent handles the rest.

Does it work on phone and WhatsApp?+

Yes — the capability works across phone, web, chat and WhatsApp, so the agent can create a crm task on whichever channel the customer is on.