CRM Integration Overview

Linking Cloud Voice to your CRM (Customer Relationship Management system, the tool your team uses to track customers and deals) keeps calling and customer data in one place. Once connected, your team gets faster call handling, a complete history of every customer interaction, and stronger relationships built on that context.

What the integration gives you

The connection enables three main capabilities:

Click-to-call: place a call by clicking a phone number inside the CRM, instead of dialing it by hand.
Call pop-up: when a call comes in, the matching customer’s CRM record opens on screen automatically, so the agent knows who is calling before answering.
Contact and call-record sync: contacts and call logs stay mirrored between Cloud Voice and the CRM, so each call is recorded against the right customer without manual data entry.

Ready-made CRM integrations

Cloud Voice ships with prebuilt connectors for several widely used CRM platforms. These are designed for a quick setup with no development work required, and they receive ongoing updates so the connection stays current as each CRM evolves.

Choose your platform to view its setup guide:

Custom CRM integration

If your CRM isn’t one of the platforms above, you can still connect it, as long as it exposes a REST API (Representational State Transfer application programming interface, a standard web interface that lets two systems exchange data). To do this, you build a custom integration template that maps Cloud Voice to your CRM. This route calls for some basic coding.

For the full walkthrough, see the Custom CRM Integration Overview.