ConnectWise

Integration between ConnectWise and Yeastar P-Series PBX can be achieved through Custom Integration Template, enabling seamless communication workflows and enhanced customer interaction management.

Supported Features List:

Click to Call

Incoming Screen Pop-up

Contact Look-up

Contact Sync to Phonebook

Call Journal / Note

Recording Playback

Auto Contact Creation

Detailed Functionalities

Click to Call: Initiate calls directly from your business application with a single click. Stop wasting time dialing phone numbers – simply click to call right from your app while you’re looking at contacts or leads.

Incoming Screen Pop-up: When a call comes in, the caller’s contact record instantly surfaces on screen. Agents get full context: contact details, deal history, and more for a more personalized experience every time.

Contact Look-up: Automatically match incoming and outgoing calls to existing contacts in real time. Your team always knows the client’s name and which organization they’re from.

Contact Sync to Phonebook: Keep your phone system’s phonebook in sync with your contacts automatically. No more duplicate entries or outdated directories; everyone works from the same up-to-date list.

Call Journal / Note: Log call notes directly into your system after a conversation. Every interaction is captured and tied to the right contact, keeping your data clean and your team aligned.

Recording Playback: Access and replay call recordings straight from the activity and note records. Review conversations, coach your team, and resolve disputes without leaving ythe application.

Auto Contact Creation: When a call comes in from an unknown number, a new contact is manually or automatically created. No leads slip through the cracks, and your contact records stays complete without extra admin work.

Quick Start Reference

A Brief Overview of the Integration Steps

Click here to download templates and get a detailed integration guide with screenshots.