CRM and platform integrations — your phone system connected to the tools your team already uses
Every call, WhatsApp message and SMS logged automatically in your CRM. Customer file on screen before your agent answers. Click-to-call from any contact record. No manual updates, no missed interactions.
Native integrations
Salesforce
Screen pop with Account, Contact and Opportunity on inbound calls. Automatic Activity logging and click-to-call from any record.
HubSpot
Screen pop with Contact and Company records, timeline logging and workflow triggers based on call events.
Microsoft Dynamics 365
Native integration with Dynamics Sales, Customer Service and Field Service. Compatible with Teams Direct Routing.
Zoho CRM
Screen pop with Leads, Contacts and Accounts, automatic call logging and workflow triggers.
Odoo
Screen pop with Odoo contacts and customers, call logging in the chatter and click-to-call from contacts and opportunities.
Zendesk
Customer profile and open tickets on screen, automatic ticket creation and call logging in existing tickets.
Bitrix24
Screen pop with Contacts and Leads, automatic CRM activities and click-to-call from Bitrix24.
Microsoft Teams
Direct Routing connects Teams to the Spanish PSTN through Más IP's certified SBC.
Custom integrations
REST API assessment
For CRMs and platforms not in the standard list, Más IP's engineering team evaluates integration via REST API during onboarding.
Common custom systems
Industry-specific ERP systems, proprietary ticketing platforms, healthcare management systems and financial services core banking.
What every integration includes
Screen pop
Customer file on screen before answering.
Automatic call logging
Date, time, agent, duration and result stored automatically.
Click-to-call
Dial from any CRM record with one click.
Conversation history
Calls, WhatsApp and SMS in one timeline.
Task creation
Automatic follow-up tasks after calls.
Reporting
Call activity by agent and by customer in your CRM.
Frequently asked questions
How long does a CRM integration take to set up?
Standard integrations usually take 1-3 business days after access credentials and configuration details are available.
Do I need a specific CRM plan to use the integration?
Advanced integrations normally require a paid CRM plan with API access. We confirm requirements during onboarding.
Does the integration work for WhatsApp and SMS as well as calls?
Yes. Calls, WhatsApp messages and SMS can all be logged in the CRM conversation timeline.
Can I integrate with a custom-built CRM?
Yes, via Más IP's REST API after engineering compatibility review.
Ready to discuss your setup?
English-speaking team · Demo within 48 hours · No commitment