CRM INTEGRATION
BENEFITS
The integration removes friction from every customer conversation your team has.
Screen pop on every call
The moment a known number calls, your CRM record opens automatically. Your team has full context — name, company, deal stage, history — before saying a word.
Automatic call logging
Every call — inbound and outbound — is automatically logged in your CRM with the caller's number, duration, date, time, and which agent handled it. Zero manual entry.
Open API for custom workflows
Build your own integration using the Othos REST API. Webhooks fire on every call event — connect your helpdesk, ERP, billing system or any internal tool your business runs on.
Call notes sync to CRM
Agents can add notes during or after a call that sync directly to the CRM contact record. No copying between systems, no information lost, no follow-ups missed.
Complete call analytics
See call activity per contact, per deal and per team member — all inside your CRM. Track follow-up rates, call outcomes and pipeline velocity with real phone data.
Click-to-dial from your CRM
Any phone number in your CRM becomes a clickable dial button. Your team calls contacts without switching apps, copying numbers, or touching a physical phone.
INTEGRATIONS
Works with the tools your team already uses
Othos connects to all major CRM and business platforms — either through native integrations or via our open API.
USE CASES
Who benefits most from CRM integration?
Any team that uses a CRM and makes or receives calls will see an immediate impact — but these roles see the biggest return.
Reps get instant context on every inbound call, log activity automatically, and click-to-dial their way through a call list without leaving the CRM. Less admin, more selling.
Keep a complete record of every client conversation tied to their account. Automatic logging means nothing falls through the cracks, even during the busiest periods.
Real call data inside your CRM means accurate reporting on activity, conversion and team performance. No more guessing whether calls are actually being made.
Every client call is automatically logged with timestamp and duration — creating a compliant, searchable record of all customer interactions tied to their account.
Track which campaigns are generating inbound calls, tie phone leads to their source, and measure call-through rates alongside other conversion data inside your CRM.
WHAT'S INCLUDED
Everything in your CRM integration
All standard capabilities included with your Othos Cloud PBX plan — no middleware licence, no extra platform fees.
Automatic inbound & outbound call logging
Screen pop — CRM record opens on every inbound call
Click-to-dial from any CRM contact record
Call notes synced to CRM contact or deal
Caller ID lookup against your CRM contacts
Call duration, outcome and agent logged automatically
Native HubSpot, Salesforce and Zoho integrations
Google Workspace contacts and calendar sync
Open REST API with call event webhooks
Works with mobile app and desktop app
FAQ
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Does the CRM integration work with the mobile app?
Yes. CRM integration works across all Othos endpoints — desk phones, the desktop app, and the mobile app. Calls made or received on any device are automatically logged, and screen pops can appear in your CRM browser window regardless of which device you use to answer.
Is there an extra cost for CRM integration?
The Othos integration capability is included with your Cloud PBX plan at no extra cost. Some CRM platforms charge for API access on their own pricing tier — for example, HubSpot's calling features are included on their Sales Hub plans. Our team will walk you through exactly what your CRM plan covers during onboarding.
What data is logged to the CRM on each call?
By default each logged call includes: the caller's number, the date and time, the call duration, the call direction (inbound or outbound), the agent who handled the call, and the call outcome. Call recordings (if enabled) and notes added during the call are also synced where the CRM supports it.
How does click-to-dial work?
Once the integration is set up, any phone number displayed in your CRM becomes a clickable link. Clicking it automatically dials the number through your Othos extension — on whichever device you're using (desk phone, desktop app, or mobile app). No manual dialling, no copying numbers between applications.
How long does setup take?
For native integrations like HubSpot and Salesforce, the connection is typically configured in under 30 minutes. Our support team handles the setup as part of your Othos onboarding. Custom API integrations depend on the complexity of your internal systems — our team will give you an honest estimate.
Are there any limitations with CRM integrations?
Every CRM is different and some may have limitations around call logging or data sync. Additional costs may apply depending on your CRM provider. Not sure if yours is supported? Get in touch and we'll let you know.
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