Custom Phone Integrations
Automate your tedious, routine and repetitive tasks by integrating your phone system with the software you use every day to run your business.  When an event, activity or action occurs in your CRM, Calendar, or other business software, it will trigger your phone system to automatically perform a phone calling task for you!  Also, when your business receives a call, it will trigger the software you use to automatically perform a data processing tasks or trigger one of your Cloud Communications apps (SMS, email, etc) to perform a communications task.

Integration is an excellent way to customize your phone communications to fit the way your business operates, and steamline your processes and proceedures, save time and money, and improve your workflow!
PHONE → DATA SOFTWARE

Phone → CRM | Completed phone calls are automatically logged, notated and uploaded as text files; recorded phone calls are automatically time stamped and uploaded as MP3 files; voicemails are automatically time stamped and uploaded as MP3 files; and transcribed voicemail messages are automatically uploaded as text files in your Salesforce, Zoho CRM, HubSpot, Pipedrive, etc.

Phone → Contacts | Incoming calls trigger your Contacts app to automatically add the caller as a new contact based on the Caller ID data. Works with Google Contacts, Outlook 365 Contacts, Zoho Contacts, etc.

Phone → Document Manager | Recorded phone calls are automatically time stamped and uploaded as MP3 files; voicemails  are automatically time stamped and uploaded as MP3 files; transcribed voicemail messages are automatically uploaded as text files; and completed phone calls are automatically logged, notated and uploaded as text files to your Dropbox, Box, Google Docs, etc.

Phone → Database | Incoming phone calls are automatically tracked, logged, and uploaded as database records; and transcribed voicemail messages are automatically uploaded as database records in your Airtable, Zoho Creator, Knack, etc.

Phone → Spread Sheet | Incoming phone calls are automatically tracked, logged, and uploaded as new rows; and transcribed voicemail messages are automatically uploaded as new rows in your MS Excel 365, Google Sheets,  etc.

PHONE → COMMUNICATIONS APP

Phone → SMS | Automatically converts new voicemails into SMS text messages, then sends the voicemails to your cell phone as SMS text messages! It can also just notify you via SMS when you receive a new voicemail.

Phone → Cell Phone | Automatically calls you and reads your new business voicemail messages to over-the-phone!

Phone → Email | Automatically transcribes new voicemails, then delivers the transcription to your Gmail, MS Outlook 365 or Zoho Mail inbox.

DATA APP → PHONE

When an event, activity or action occurs in your CRM, Calendar, or other data app, it will trigger your phone system to automatically make a phone call for you.

CRM → Phone | Newly added contacts are automatically called and delivered an interactive message and/or connected to one of your agents for a “live” phone conversation.  Also, when a new deal is created, a deal is updated or other changes occur, an agent is automatically called and notified via phone. Works with Salesforce, Zoho CRM, HubSpot, Pipedrive, etc.

Contacts → Phone | Newly added contacts are automatically called and delivered an interactive message and/or connected to one of your agents for a “live” phone conversation. Works with Google Contacts, Outlook Contacts, etc.

Calendar → Phone | Event guests and attendees are automatically called and delivered a reminder or notification about a calendar event.  Works with Google Calendar, Outlook Calendar, etc.

Scheduler → Phone | Your phone system automatically calls you and/or your invitee when an event is scheduled or cancelled. Works with Acuity Scheduling, Appointlet, Calendly, etc.

Web Form → Phone | Customers who fill-out your web form are automatically called and delivered an interactive message and/or connected to one of your agents for a “live” phone conversation. Your phone system can also call you and read the info submitted to you over-the-phone!  Works with Google Forms, Jotform, Wufoo, etc.

Facebook Lead Ad → Phone | New leads collected via your Facebook Lead Ad form are automatically called and delivered an interactive message of your choice, or connected to one of your representatives.

Website → Phone | Automatically calls visitors who submit a form on your website to deliver a message or connect them to an agent.  Works with WordPress, Squarespace, Unbounce, Webflow, Blogger, etc.

Spread Sheets → Phone | When you create a new row, your phone system automatically calls the phone number in the “phone number” field (if you have one) and delivers an interactive message and/or connects the call to one of your agents for a “live” phone conversation.  Works with Google Sheets, MS Excel 365, Zoho Sheets, etc.

Database → Phone | When a new record is created (like a new sale, reservation, subscription, etc), your phone system automatically calls the customer and delivers an interactive message and/or connects the call to one of your agents for a “live” phone conversation.  Works with Airtable, Zoho Creator, Knack, etc.

COMMUNICATIONS APP → PHONE

• SMS → Phone | Your phone system automatically calls you and reads incoming SMS text messages to you over-the-phone!

• Email → Phone | Your phone system automatically calls you when you receive emails that meet certain criteria and reads the email message to you over-the-phone!  Works with Gmail, MS Outlook 365 and Zoho Mail.

• Team Chat → Phone | Your phone system automatically calls and reads new room/channel messages to you over-the-phone! Works with Slack, HipChat, Flock, etc.