VoxaLinkSupport
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.

Last updated
July 3, 2026
Read time
~ 48 min
Chapters
22
Figures
22
Chapters· 22 · ~ 48 min
  1. 01
    HubSpot
    Connect VoxaLink to HubSpot so inbound calls pop the matching contact and call activity is logged to the right contact and user.
    ~ 3 min
    2 figs
  2. 02
    Salesforce
    Connect VoxaLink to Salesforce so each user's inbound calls pop the matching contact and calls are logged in their own Salesforce.
    ~ 3 min
    1 fig
  3. 03
    Zoho CRM
    Connect VoxaLink to Zoho CRM so each user's calls are logged to Zoho with the contact, account, time and duration captured automatically.
    ~ 2 min
  4. 04
    Pipedrive
    Connect VoxaLink to Pipedrive so inbound calls pop the matching contact and a Pipedrive activity is created when each call completes.
    ~ 2 min
  5. 05
    Microsoft Dynamics 365
    Connect 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.
    ~ 3 min
    5 figs
  6. 06
    HighLevel
    Connect VoxaLink to HighLevel so call activity is logged against the matching contact and unknown callers are added automatically.
    ~ 2 min
    2 figs
  7. 07
    ActiveCampaign
    Connect VoxaLink to ActiveCampaign so call detail is recorded against the matching contact and the right user, with unknown callers added automatically.
    ~ 2 min
    1 fig
  8. 08
    monday CRM
    Connect VoxaLink to monday CRM so call activities are written to your Activities Board against the matching contact and the right agent.
    ~ 2 min
    4 figs
  9. 09
    Odoo
    Connect VoxaLink to Odoo so each user's calls show the matching contact or lead in the user portal, with call detail logged to Odoo.
    ~ 3 min
    3 figs
  10. 10
    Zendesk
    Connect 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.
    ~ 2 min
  11. 11
    Freshdesk
    Connect 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.
    ~ 2 min
    1 fig
  12. 12
    Zammad
    Connect VoxaLink to Zammad's CTI so calls show the caller, agent, status and metrics in Zammad's caller log, inbound and outbound.
    ~ 2 min
    3 figs
  13. 13
    Microsoft 365 User Sync
    Bulk-create VoxaLink extensions from your Microsoft 365 directory, matched on email, with optional automatic creation and disabling of unmatched extensions.
    ~ 2 min
  14. 14
    Microsoft Contacts
    Sync each user's Microsoft 365 contacts into their VoxaLink user-portal Contacts so they can call them, kept up to date by periodic polling.
    ~ 2 min
  15. 15
    Microsoft Teams presence
    Keep 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.
    ~ 2 min
  16. 16
    Slack
    Connect VoxaLink to Slack so each user's calls are logged to their own Slack, with call details, after a quick per-user pairing.
    ~ 2 min
  17. 17
    Jitsi
    Connect VoxaLink to a self-hosted Jitsi Meet server so users can start a video conference straight from the portal.
    ~ 2 min
  18. 18
    Generic video conference
    Connect VoxaLink to a video bridge that authenticates with a username and password, as an alternative to the JWT-based Jitsi connector.
    ~ 2 min
  19. 19
    Cliniko
    Connect VoxaLink to Cliniko so an inbound caller's number pops the matching patient, with a click-through to their Cliniko record.
    ~ 2 min
  20. 20
    Redtail
    Connect VoxaLink to Redtail so an inbound caller's number pops the matching client record in the agent portal.
    ~ 2 min
  21. 21
    Smokeball
    Connect VoxaLink to Smokeball so matched inbound and outbound calls pop the contact's name with a click-through to their Smokeball record.
    ~ 2 min
  22. 22
    SME Professional
    Connect VoxaLink to SME Professional so an inbound caller's number pops the matching client record in the portal.
    ~ 2 min