CRM Integration
Your Phone System and CRM, Finally Working as One
We connect your unified communications platform to the CRM and business tools your team already uses — so every call, note, and customer record is automatically in sync. No more switching screens. No more manual data entry.
A Fully Integrated Customer Experience — Before, During, and After Every Call
Using a powerful integration stack, we connect your phone system to your CRM, so your team has the right information at every stage of every customer interaction.
Before the Call
Smart Call Routing With Advanced IVR
Our Advanced IVR queries your CRM using caller ID before the call even connects — routing it to the right agent with the right context already loaded.
During the Call
Instant Screen Pops
The moment a call comes in, your agent sees the customer’s name, history, and CRM record — automatically. No manual lookups. No lost context.
After the Call
Auto-sync With Data Connect
Call duration, direction, notes, recordings, and voicemails are automatically logged to your CRM after every session. Everything in one place.
What We Configure and Deploy for Your Business
Every integration is set up, tested, and supported by our team. We handle the technical complexity so your staff can focus on customers.
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Screen pops
Automatically surfaces caller info from your CRM the instant a call arrives — no flipping between screens or manual lookups.
🔍
Extended CRM Reach
An add-on that expands screen pops to 100+ CRMs with customizable layouts and admin-controlled configurations.
📋
Automatic Call Logging
Every call is automatically logged to your CRM after it ends — no manual entry required from your team.
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Smart Call Routing
Route calls intelligently based on live CRM data — caller ID, account status, past interactions, or custom rules.
Salesforce — Full Call Controls Inside Every Record
Salesforce Communicator
We embed complete call controls directly in the sidebar of every Salesforce page — so your agents never leave the CRM to handle a call. Works with Professional, Enterprise, and Unlimited Editions.
Lightning Ready
Works With the CRM Your Team Already Uses
We integrate with all major CRM and business platforms. If yours isn’t on the list, we’ll work with you to build the connection.
Salesforce
CRM
HubSpot
CRM / Marketing
Zoho CRM
CRM
MS Dynamics
CRM / ERP
ConnectWise
PSA / CRM
NetSuite
ERP / CRM
SugarCRM
CRM
Pipedrive
CRM
Pipeline CRM
CRM
+ 100 More
via Flex Plus
Don’t see yours? Contact us — if it can receive data, we can likely connect it.
Seamlessly Connected to the Microsoft Tools Your Team Already Runs on
We integrate your phone system directly into Microsoft Teams, Outlook, and Exchange — so your communications and productivity tools work as one.
ZAC for Microsoft Teams
Manage all your Zultys communications — calls, SMS/MMS, voicemail, call groups — directly inside Teams. No additional Microsoft Teams Phone license required.
Direct Routing for Teams
Route calls through Zultys’ robust phone system in the back end of Teams. Flexible routing, complex auto attendants, and desk phone support — even without a Teams account.
Zultys for Outlook
Schedule and manage ZAC conferences directly from your Outlook calendar. Add join links and dial-ins with a single click. Syncs instantly between Outlook and ZAC.
Exchange Communicator
Sync voicemail and fax to email with call-back details and optional transcription. Message status syncs between your email client and the Zultys system in real time.
How Do We Get Your Integration Live
We handle everything from assessment to ongoing support — you don’t need internal IT resources to make this work.
01
Assess
Review your current CRM, phone system, and workflows to identify the right integration approach
02
Design
Map out exactly how data will flow between your phone system and CRM — before we touch anything
03
Deploy
Configure, test, and go live with Flex, Flex Plus, Data Connect, or a custom integration
04
Support
Ongoing monitoring and support — the same team that manages your network manages your integration
Ready to Connect Your Phone System to Your CRM?
Schedule a free integration assessment — we’ll show you exactly what’s possible with your current setup.