Contact Centre Feature

CRM Integration via Webhooks & Contacts API

Edesy connects to your CRM through open interfaces rather than a per-CRM app. Agent-dialer campaigns post call.answered, call.completed, disposition.submitted and recording.ready events to your webhook URL, signed with HMAC-SHA256 and retried on failure. Contacts are pushed in through the contacts API, so agents get a screen-pop with the caller's name on inbound calls.

No hardware

Browser-based agents

Seats from Rs 1,500/agent/month

What CRM Integration gives you

Connect any CRM through signed webhooks and the contacts API: agent-dialer call and disposition events flow out, and contacts flow in for screen-pop.

Works with any CRM that accepts a webhook

Zoho, Salesforce, HubSpot, LeadSquared or an in-house system: if it can receive an HTTPS POST, directly or through an automation tool, it can receive call outcomes.

The outcome your pipeline moves on

disposition.submitted carries the agent's wrap-up code and notes, plus your own lead ID, so a CRM rule can move the deal.

Signed and retried

Every delivery is signed with HMAC-SHA256 and retried with backoff (30 s, 1 m, 2 m, 4 m, 8 m; 6 attempts), with a delivery log and replay.

Screen-pop from your own contacts

Push contacts in through the API and the agent desktop shows who is calling. Lookup by number is a single API call.

Leads in while a campaign runs

New leads can be added to a running agent-dialer campaign through the API, so fresh enquiries are called without rebuilding the list.

How CRM Integration works

End to end, in the order it actually happens.

  1. 1

    Add a webhook subscription with your CRM's endpoint and choose the events.

  2. 2

    Push contacts into the contacts directory, or add leads to an agent-dialer campaign, with your own IDs.

  3. 3

    When a call is answered, completes or is dispositioned, Edesy posts a signed event to your endpoint.

  4. 4

    Your endpoint verifies the signature and updates the matching CRM record.

  5. 5

    Failed deliveries retry automatically and can be replayed from the delivery log.

What CRM Integration does not do

Worth knowing before you build a process around it.

  • There is no native Zoho, Salesforce or HubSpot app or CTI panel today. The integration is webhooks and APIs, and mapping fields into your CRM is done on your side.
  • Call and disposition events are emitted for agent-dialer campaign leads, which is where your CRM's lead ID is known. Check the event list against your workflow before relying on it for inbound calls.
  • Event delivery depends on your endpoint being reachable. Retries cover short outages; long outages need a replay from the delivery log.

Common uses

  • Automatic call outcome logging

  • Agent screen-pop

  • Lead push to a running campaign

  • Recording links on CRM records

Used most in

Financial ServicesReal EstateEdTechInsurance

Related features

CRM Integration FAQs

What is CRM Integration in a contact centre?

Edesy connects to your CRM through open interfaces rather than a per-CRM app. Agent-dialer campaigns post call.answered, call.completed, disposition.submitted and recording.ready events to your webhook URL, signed with HMAC-SHA256 and retried on failure. Contacts are pushed in through the contacts API, so agents get a screen-pop with the caller's name on inbound calls.

How does CRM Integration work?

1. Add a webhook subscription with your CRM's endpoint and choose the events. 2. Push contacts into the contacts directory, or add leads to an agent-dialer campaign, with your own IDs. 3. When a call is answered, completes or is dispositioned, Edesy posts a signed event to your endpoint. 4. Your endpoint verifies the signature and updates the matching CRM record. 5. Failed deliveries retry automatically and can be replayed from the delivery log.

What does CRM Integration not do?

There is no native Zoho, Salesforce or HubSpot app or CTI panel today. The integration is webhooks and APIs, and mapping fields into your CRM is done on your side. Call and disposition events are emitted for agent-dialer campaign leads, which is where your CRM's lead ID is known. Check the event list against your workflow before relying on it for inbound calls. Event delivery depends on your endpoint being reachable. Retries cover short outages; long outages need a replay from the delivery log.

Which industries use CRM Integration most?

Financial Services, Real Estate, EdTech, Insurance. Typical uses are automatic call outcome logging, agent screen-pop, lead push to a running campaign, recording links on crm records.

What is a cloud contact center?

A cloud contact center is call center software that runs in the cloud instead of on office hardware. Agents take and make calls from a browser, calls are distributed through queues (ACD), and supervisors watch live status and recordings online. Edesy's contact center is voice-focused and priced per agent per month.

How is CCaaS different from a traditional call center setup?

CCaaS (contact center as a service) needs no PBX, desk phones or servers. You pay per agent seat each month plus call minutes, add or remove agents as needed, and agents can work from anywhere with a browser and a headset.

Set up CRM Integration for your team

Seats are provisioned with Edesy. Seats from Rs 1,500 per agent per month, calls at Rs 0.50/min, prices excluding GST.