Knowledgebase · Section 03
CRM Integration
Connect VoxaLink to your CRM, helpdesk, and other tools so calls pop the right contact and log themselves — one page per integration, set up in Admin → CRM Integrations.
Chapters· 22 · ~ 48 min
- 01HubSpotConnect VoxaLink to HubSpot so inbound calls pop the matching contact and call activity is logged to the right contact and user.→
- 02SalesforceConnect VoxaLink to Salesforce so each user's inbound calls pop the matching contact and calls are logged in their own Salesforce.→
- 03Zoho CRMConnect VoxaLink to Zoho CRM so each user's calls are logged to Zoho with the contact, account, time and duration captured automatically.→
- 04PipedriveConnect VoxaLink to Pipedrive so inbound calls pop the matching contact and a Pipedrive activity is created when each call completes.→
- 05Microsoft Dynamics 365Connect VoxaLink to Microsoft Dynamics 365 so calls match across the phone fields and a Phone Call Activity is logged to the right contact and user.→
- 06HighLevelConnect VoxaLink to HighLevel so call activity is logged against the matching contact and unknown callers are added automatically.→
- 07ActiveCampaignConnect VoxaLink to ActiveCampaign so call detail is recorded against the matching contact and the right user, with unknown callers added automatically.→
- 08monday CRMConnect VoxaLink to monday CRM so call activities are written to your Activities Board against the matching contact and the right agent.→
- 09OdooConnect VoxaLink to Odoo so each user's calls show the matching contact or lead in the user portal, with call detail logged to Odoo.→
- 10ZendeskConnect VoxaLink to Zendesk so inbound calls match the caller, log onto the right ticket, and create contacts and tickets for numbers Zendesk doesn't know.→
- 11FreshdeskConnect VoxaLink to Freshdesk so calls match the contact by number, record into a dedicated call-records custom object, and create a contact for unknown callers.→
- 12ZammadConnect VoxaLink to Zammad's CTI so calls show the caller, agent, status and metrics in Zammad's caller log, inbound and outbound.→
- 13Microsoft 365 User SyncBulk-create VoxaLink extensions from your Microsoft 365 directory, matched on email, with optional automatic creation and disabling of unmatched extensions.→
- 14Microsoft ContactsSync each user's Microsoft 365 contacts into their VoxaLink user-portal Contacts so they can call them, kept up to date by periodic polling.→
- 15Microsoft Teams presenceKeep VoxaLink and Microsoft Teams presence in step in both directions, so a busy Teams user shows as DND in VoxaLink and an active call shows as busy in Teams.→
- 16SlackConnect VoxaLink to Slack so each user's calls are logged to their own Slack, with call details, after a quick per-user pairing.→
- 17JitsiConnect VoxaLink to a self-hosted Jitsi Meet server so users can start a video conference straight from the portal.→
- 18Generic video conferenceConnect VoxaLink to a video bridge that authenticates with a username and password, as an alternative to the JWT-based Jitsi connector.→
- 19ClinikoConnect VoxaLink to Cliniko so an inbound caller's number pops the matching patient, with a click-through to their Cliniko record.→
- 20RedtailConnect VoxaLink to Redtail so an inbound caller's number pops the matching client record in the agent portal.→
- 21SmokeballConnect VoxaLink to Smokeball so matched inbound and outbound calls pop the contact's name with a click-through to their Smokeball record.→
- 22SME ProfessionalConnect VoxaLink to SME Professional so an inbound caller's number pops the matching client record in the portal.→