HaloPSA

Integration between HaloPSA and Yeastar P-Series PBX can be achieved through Custom CRM 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

Auto Ticket Creation

Detailed Functionalities

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

Incoming Screen Pop-up: When a call comes in, the caller’s CRM 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 CRM 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 CRM 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 No more duplicate entries or outdated directories; everyone works from the same up-to-date list.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 CRM after a conversation. Every interaction is captured and tied to the right contact, keeping your CRM 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 your CRM.

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

Auto Ticket Creation: Automatically generate a ticket for every call, complete with an AI summary — streamline your support workflow and ensure every customer issue gets tracked and resolved.

Quick Start Reference

A Brief Overview of the Integration Steps

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