For Business · Integrations
Your phone system, connected to your CRM
Most NZ telcos cannot, or will not, connect your phone system to the tools your team actually uses. We will. From ready-made CRM connectors to fully custom builds, we link your calls, recordings and AI transcripts straight into your CRM, helpdesk or database.
If it has an API, we can usually integrate with it
Most NZ telcos hand you a phone line and walk away. We connect your calls, recordings and AI transcripts straight into the systems your team already works in, whether that is an off-the-shelf CRM or a custom build into your own database. Tell us what you use and we will tell you what is possible.
What integration looks like
Real things we can wire up between your phones and your tools.
Call journalling
Every inbound and outbound call is logged automatically against the right contact in your CRM.
Screen pop & click-to-dial
The caller record opens the moment you answer, and you can dial straight from your CRM.
AI transcripts in your CRM
Call transcripts and sentiment are written back against the customer record automatically.
Trigger automations
A low-sentiment call or a "please call me back" promise can raise a task or ticket in your system.
Custom dashboards & reporting
Pull call data into your own dashboards from the call-record feed.
Ready-made connectors
Popular systems we connect to out of the box, through our platform and 3CX.
- Microsoft Teams (Teams Calling)
- Zoho CRM
- LiveAgent helpdesk
- Salesforce
- HubSpot
- Microsoft Dynamics
- Freshdesk
- Microsoft 365 / Outlook
- Google Contacts
Using something else? That is exactly what our custom integration work is for. Tell us what you use and we will scope it.
Tell us what you use, we will tell you what is possible
Let us know your CRM, helpdesk or system and what you want to achieve, and we will scope an integration for you.