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      CRM integration overview
      • 05 Feb 2025
      • 2 Minutes to read

      CRM integration overview


      Article summary

      Who should read this article: Administrators

      Voiso integrates with many mass market and niche CRMs to enable agents to make calls from the CRM and view customer profile Screen Pops for incoming calls, and to enable administrators to import Calling lists into Dialer Campaigns and transfer call outcome details back to the CRM.

      Introduction

      Customer relationship management (CRM) applications are the platforms that underpin many sales-oriented contact centers. Voiso's Contact Center as a Service (CCaaS) approach enables you to integrate the communication features of the Voiso application with the power of your CRM database.

      Voiso offers the following CRM integration features. Some features are not available for all CRMs.

      FeatureDescription
      Click-to-callAgents initiate calls in the CRM by clicking an icon or link instead of manually dialing the number
      Calling List ImportVoiso pulls selected contact phone numbers directly from the CRM database for Dialer campaigns
      Screen PopThe contact record is automatically displayed in the CRM when an agent handles a call in Voiso
      Call HistoryCall outcome logging and call details are automatically transmitted to the CRM database after a call

      CRM support

      Voiso offers pre-built integrations for the following CRMs; however, other integrations are possible. Contact your account representative for more information.

      IntegrationClick-to-callScreen popCalling list importCall history
      Salesforce
      ✔
      ✔
      ✔
      ✔
      Hubspot
      ✔
      ✔
      ✔
      ✔
      Zoho
      ✔
      ✔
      ✔
      ✔
      Freshdesk
      ✔
      ✖
      ✖
      ✖
      Bitrix24
      ✔
      ✖
      ✖
      ✖
      Syntellicore
      ✔
      ✖
      ✖
      ✔
      Proftit
      ✔
      ✔
      ✔
      ✔
      Panda
      ✔
      ✔
      ✔
      ✔
      PUMA
      ✔
      ✔
      ✔
      ✔
      Leverate
      ✔
      ✖
      ✖
      ✖


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