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CRM Integration

Put every call and message on the customer record

Overview

Connect telephony and messaging to your CRM using APIs and webhooks, so calls are logged automatically and agents see who is calling.

Key features

  • ✓Click-to-call from the CRM
  • ✓Automatic call logging
  • ✓Caller pop-up with customer details
  • ✓Custom integrations via API

Common use cases

Sales teams tracking follow-ups
Support teams needing history
Managers reviewing call activity

How it works

  1. 1

    Tell us which CRM or tools you use.

  2. 2

    We connect calls and messages through APIs or webhooks.

  3. 3

    Calls are logged on the customer record automatically.

Before we start: have admin access or API details from your IT contact.

Frequently asked questions

How long does it take to set up CRM Integration?

Timelines depend on your requirements and any registrations needed. We share a clear plan during your demo.

Can CRM Integration integrate with my CRM or software?

Yes, we can connect through APIs and webhooks. Tell us which tools you use and we will confirm the options.

How do I get pricing for CRM Integration?

Book a demo or call +91 97118 89449 and we will recommend a plan based on your team size and usage.