33 CRM Integrations
Introduction
CRM integration connects your Customer Relationship Management (CRM) system with PortSIP PBX, enabling seamless synchronization of customer data and voice interactions. With CRM integration enabled, customer profiles, call logs, call recordings, AI transcriptions, and conversation history are automatically captured and made available to agents in real time.
This integration eliminates manual data entry, reduces errors, and empowers agents with immediate access to relevant customer context. As a result, agents can personalize conversations, resolve issues more efficiently, and deliver a consistently higher level of customer experience.
For example, PortSIP PBX CRM integrations—such as HubSpot and Zoho CRM—allow agents to view key customer information, including previous interactions, purchase history, and support tickets, before answering a call. This ensures faster call handling, better-informed conversations, and improved first-call resolution.
Zoho CRM Integration
Zoho CRM is a widely adopted CRM platform that unifies sales, marketing, and customer support operations into a single application.
The PortSIP PBX – Zoho CRM integration streamlines agent workflows by enabling:
Click-to-call directly from Zoho CRM using PortSIP ONE
Automatic caller identification and matching with existing Zoho contact records
Automatic call logging, including call details and activities
By reducing context switching and manual tasks, this integration allows agents to focus on customer engagement and productivity rather than administrative work.
HubSpot Integration
HubSpot is a popular CRM platform that combines marketing, sales, and customer relationship management, making it an ideal choice for organizations focused on lead generation and customer growth.
With the PortSIP PBX – HubSpot integration, contact center and call center agents can:
Place and receive calls directly from the HubSpot dashboard
Automatically log inbound and outbound calls
Capture call-related activities for complete interaction history
This integration ensures that all voice communications are properly tracked within HubSpot, providing sales and support teams with a unified and accurate customer record.
Supported CRMs and Future Integrations
Currently, PortSIP PBX supports integrations with Zoho CRM and HubSpot. Additional CRM integrations are planned for future releases as part of our ongoing commitment to expanding the PortSIP ecosystem.
If you require integration with a specific CRM platform, please contact the PortSIP Support Team with your request. We actively prioritize CRM integrations based on customer demand and real-world deployment needs.
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