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How to Connect BoldTrail CRM to SkipCalls

Nikita Podelenko avatar
Written by Nikita Podelenko
Updated this week

How to Integrate BoldTrail (kvCORE) CRM with SkipCalls

Connect your BoldTrail CRM to SkipCalls to automatically trigger AI-powered outbound calls when leads enter your pipeline. When a new lead comes in, SkipCalls will call them using your configured AI agent.

Before You Start

  • Active SkipCalls account with available minutes

  • BoldTrail (kvCORE) admin access

  • Phone number assigned in SkipCalls

Step 1: Create an Agent with Outbound Instructions

  1. Go to Agents in your SkipCalls dashboard

  2. Create a new agent or select an existing one

  3. Go to the Instructions tab

  4. Write instructions specifically for outbound calls (e.g., "You are calling a new lead who submitted their information...")

  5. Save the agent and note the Agent ID from the URL or agent settings

Important: Your agent must have outbound-specific instructions. Inbound call scripts won't work well for outbound campaigns.

Step 2: Create an API Key

  1. Go to Settings → API Keys in SkipCalls

  2. Click Create API Key

  3. Give it a name (e.g., "BoldTrail Integration")

  4. Copy and save the API key securely — you'll need it in the next step

Note: The API key is shown only once. If you lose it, you'll need to create a new one.

Step 3: Build Your Webhook URL

The webhook URL format is:

https://be.skipcalls.com/integrations/outbound/{YOUR_API_KEY}?agent_id={YOUR_AGENT_ID}

Replace:

  • {YOUR_API_KEY} — with the API key from Step 2

  • {YOUR_AGENT_ID} — with your agent's ID from Step 1

Example:

https://be.skipcalls.com/integrations/outbound/sk_abc123xyz?agent_id=cm1234abcd

Important: Only include the agent_id parameter in the base URL. Other parameters (phone number, context) will be added as dynamic fields in BoldTrail.

Step 4: Create Webhook Template in BoldTrail

  1. Log in to your BoldTrail (kvCORE) account

  2. Navigate to Smart Campaigns (or Campaigns)

  3. Go to Templates

  4. Click Create and select Webhook

  5. Name it "SkipCalls AI Caller"

  6. Paste your base webhook URL from Step 3

  7. Add dynamic parameters using BoldTrail's field syntax:

Parameter

BoldTrail Field

Description

phone

{lead_phone}

Lead's phone number (required)

context1

{lead_name}

Lead's name

context2

{lead_email}

Lead's email

context3

{property_address}

Property of interest

Your final URL in the template should look like:

https://be.skipcalls.com/integrations/outbound/sk_abc123xyz?agent_id=cm1234abcd&phone={lead_phone}&context1={lead_name}&context2={lead_email}&context3={property_address}

  1. Save the webhook template

Step 5: Create a Smart Campaign

  1. In BoldTrail, go to Smart Campaigns

  2. Click Create New Campaign

  3. Give your campaign a name (e.g., "New Lead AI Call")

  4. Set up your Triggers — choose when the campaign should activate:

    • New lead created

    • Lead status changed

    • Lead assigned to agent

    • Or any other trigger that fits your workflow

  5. Save the campaign

Step 6: Add Webhook Action to Campaign

  1. Open your newly created Smart Campaign

  2. Go to the Actions section

  3. Add a new action and select Webhook

  4. Choose the webhook template you created in Step 4 ("SkipCalls AI Caller")

  5. Save and activate the campaign

How It Works

When a lead triggers your Smart Campaign:

  1. BoldTrail fires the webhook with lead data

  2. SkipCalls receives the request and queues an outbound call

  3. Your AI agent calls the lead using the context provided

  4. Call results appear in your SkipCalls dashboard

Troubleshooting

Calls not triggering?

  • Verify your API key is correct and active

  • Check that the agent ID exists

  • Ensure you have available minutes in your account

  • Confirm the phone number format includes country code

  • Make sure the Smart Campaign is activated

Need help? Contact our support team via the chat widget.

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