Integrations overview
Connect your phone system to CRMs, Zapier and your own software, and turn on the Integrations licence they need.
Integrations connect your phone system to other software: a CRM that shows who’s calling, Zapier automations, or your own systems through the API and webhooks. Set them up on the Integrations tab of the portal.
What you can connect
Section titled “What you can connect”| Integration | What it does | Where |
|---|---|---|
| HubSpot | Shows HubSpot contact details, deals and tickets in the Webphone during calls, and logs calls and notes to HubSpot. | Integrations › CRMs |
| Tall Emu | Pops up Tall Emu CRM caller details during calls, through webhooks. | Integrations › CRMs and Webhooks |
| Zapier | Sends Webphone call events to thousands of other apps, such as Google Sheets. | Integrations › Zapier |
| API | Lets your software fetch user, queue and ring group calls, and start calls. | Integrations › API |
| Webhooks | Sends call events from the whole PBX to your server as they happen. | Integrations › Webhooks |
The CRMs page also lists Zendesk and Zoho. They work like HubSpot: click Activate, then each user connects in the Webphone. For Zendesk, also enter your Zendesk Domain, without www or https. Tall Emu appears only if your provider offers it.
In the PBX call flow, two objects also connect to your systems: API request and Webhook.
The Integrations licence
Section titled “The Integrations licence”Every integration on this page, and the API request and Webhook objects, need the Integrations service. It’s turned on once for the whole account.
- Go to Services › PBX licences and open the Advanced features tab.
- Next to Integrations, click Activate.
- Check the cost in the order summary, tick Agree to service terms and conditions and click Submit order.
The monthly fee depends on the number of PBX user licences, and you need at least one user licence to activate it. When it’s on, the PBX licences menu item shows Integrations enabled. See PBX licences.
Without the licence:
- API requests are refused, including Test API request in the portal (see API);
- you can still set up webhook endpoints and triggers, but no webhooks are sent;
- CRM, Zapier, API request and Webhook integrations don’t work.
Turn an integration off for one user
Section titled “Turn an integration off for one user”CRM and Zapier integrations are available to every user with a Webphone account. To stop one user from connecting a particular integration:
- On the PBX tab, open the user’s User object.
- Under Webphone, find Integrations and turn off the switch next to the integration.
The switch is saved as soon as you change it. An integration name that looks greyed out means the user hasn’t connected it yet. The Integrations list only appears when the Integrations licence is on, at least one integration is activated, and the user has an activated Webphone.