The integration connects over OAuth rather than by pasting API keys, publishes call events to the CRM so activity lands against the right record, and syncs agent presence so availability is consistent in both places. The practical result is that agents stop maintaining two systems by hand, which is where call logging quietly stops happening.
No hardware
Browser-based agents
API included
Connect your CRM over OAuth, push call events into it, and keep agent presence in sync between the two systems.
OAuth connection
Connect through a proper authorisation flow rather than by distributing long-lived API keys.
Call events reach the CRM
Activity is written where your team already works, instead of living only in a telephony dashboard.
Agent presence stays in sync
Availability set in one system is reflected in the other, so routing and CRM views agree.
Agents managed as records
Agents can be created, updated and removed through the integration rather than maintained twice.
End to end, in the order it actually happens.
An administrator authorises the CRM connection over OAuth.
Agents are mapped between the platform and the CRM.
Call events are published to the CRM as calls happen.
Agent presence changes propagate between systems.
Worth knowing before you build a process around it.
Automatic call logging
Agent screen pop
Unified activity history
Sales call tracking
Agent Status & Availability
Track who is available, who is on a call and who is unavailable, and control the caller ID each agent dials out on.
Learn moreCall Analytics & Records
Call detail records for every leg, with per-flow statistics and exportable campaign results.
Learn moreBrowser Calling (WebRTC)
Let agents take and make calls from a browser tab, including transferring a live call, with no desk phone or softphone install.
Learn moreThe integration connects over OAuth rather than by pasting API keys, publishes call events to the CRM so activity lands against the right record, and syncs agent presence so availability is consistent in both places. The practical result is that agents stop maintaining two systems by hand, which is where call logging quietly stops happening.
1. An administrator authorises the CRM connection over OAuth. 2. Agents are mapped between the platform and the CRM. 3. Call events are published to the CRM as calls happen. 4. Agent presence changes propagate between systems.
Which CRMs are supported, and how deeply, differs by CRM. Confirm your specific CRM and the fields you need rather than assuming parity across all of them. Event delivery into a CRM depends on that CRM's API being available. Treat it as an integration with failure modes, not a guarantee.
Financial Services, Real Estate, SaaS, Insurance. Typical uses are automatic call logging, agent screen pop, unified activity history, sales call tracking.
A cloud contact center is a customer service platform hosted in the cloud that allows businesses to manage customer interactions across multiple channels (phone, email, chat, social media) without on-premise hardware. It provides features like automatic call distribution (ACD), IVR, call recording, and analytics.
CCaaS (Contact Center as a Service) is cloud-based, requiring no hardware investment, offering pay-per-use pricing, automatic updates, and easy scalability. Traditional call centers require significant upfront investment in hardware, ongoing maintenance, and are harder to scale.
Self-serve platform. No hardware, no long procurement cycle.