CRM_Integrations

Supported by Custom CRM Template

With the Custom CRM Template feature, you can seamlessly integrate with any CRM that supports REST API, giving you total flexibility across platforms.

Category:CRM Works with:P-Series Phone System

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Overview

Successfully Integrated: Pipedrive, Maximizer, NetSuite CRM, Teamleader.

With features like single-click dialing, inbound screen pop-ups, auto call journal, and more, users get the ability to track every interaction directly in CRM make better calls, and get the most out of the customer’s data. No matter where you are and what phone terminal you use, connect with your contacts at ease and build relationships one conversation at a time.

Note: Please refer to the actual results after configuring the Template. The available features may vary depending on the REST API capabilities provided by the CRM. For example, if the CRM does not offer the POST endpoint required for Call Journal, the Call Journal feature cannot be implemented.

Key Features

The following functions are supported by the Yeastar Custom Template. However, please ensure that the CRM provides the required REST API for proper integration.

Contact Synchronization: Sync CRM contacts to your business phone system, IP Phones, and Linkus Web/Mobile/Desktop Clients in near-real time. Always see the caller’s name no matter what phone terminal you are using. And get the convenience to search and call CRM contacts right from your own mobile/PC no matter where you are.

Incoming Call Screen Pops: An inbound call from your CRM contacts automatically triggers a browser screen-pop that shows the contact’s CRM records, bringing contextual details for quality interaction.

Single-click Dialing: By using Yeastar Linkus for Google Chrome extension, call a customer directly on CRM by clicking on their phone number, removing the need to toggle between systems.

Call Control: Make and receive calls without leaving your CRM. Fetch all call control features (like call record, hold, transfer, etc.) in a matter of seconds.

Automatic Call Logging: Automatic logs your inbound/outbound calls in CRM with data metrics such as date and time, call duration, call status, and more. Keep accurate call history and let your team spend more time on deals, not data entries.

Auto Contacts Creation: The optional feature to automatically create a new CRM contact/lead for an unknown inbound or outbound call.