Customer Relationship Management (CRM+Link)

The Customer Relationship Management (CRM) Link module is designed to allow you to connect your PBX to your CRM software. This allows the PBX to push call history and caller information to your CRM; in conjunction with Zulu it also allows Click to Call from your CRM and Call Popups into your CRM on inbound calls.

Supported CRMs at this time

• Salesforce CRM

  • Requires CRM module 13.0.2 or greater (Beta May 2017)

  • See supported Salesforce versions

• Sugar CRM

  • Requires Sugar CRM 6.5/8.0 (later versions may not be supported, confirm before purchase)

  • Requires also installing a module on your CRM system

• Suite CRM

  • Requires also installing a module on your CRM system

• Zoho CRM

  • Requires CRM module 13.0.2 or greater (Beta May 2017)

• Connectwise CRM

  • Requires CRM module 13.0.2.1 or greater (Beta July 2017)

• Generic API

  • Requires CRM module 13.0.2.1 or greater (Beta July 2017)

  • Allows using the CRM module with published API to allow connecting to any CRM. 

Features Supported in all CRMs Listed Above, except as noted.

• Call History

  • Send all Call History from the PBX to the CRM.  As each call is ended on the PBX and the CDR entries are written a copy of the call history will be sent to the CRM and viewable under the Call History module

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  • If a call matches the phone number of a Contact, Lead or Account the call history will be shown in those records.

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• Call Recording

  • If a call is recorded on the PBX a link to listen to the Call Recording will also be displayed in the Call History.

  • Optionally have all Call Recordings sent to the CRM for storage and ability to play the Call Recording from the CRM even after the Call Recording has been deleted from the PBX.

  • Connectwise CRM does not currently support the upload of call recordings as of Nov. 13, 2019.

• Voicemail

  • Option to enable having voicemails sent to the CRM for storage and linked to Call History with ability to listen to the voicemail in the call history.

  • Upload of voicemails to Connectwise CRM is not currently supported as of Nov. 13, 2019.

• Click to Call

  • With the purchase of the Zulu UC plugin you can click to call any phone number from within your CRM

• Call Popup on inbound Calls

  • With the purchase of the Zulu UC plugin you can have inbound calls do a URL lookup in the CRM to any phone number.

  • If a match is found for Accounts, Contacts or Leads they will be shown.

  • Ability to create new Accounts, Contacts or Leads at anytime from the Call Popup results.