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Feature · CRM integrations

Every call, on the record.

Two-way sync with your CRM, so calls open the right record, and every call, text and voicemail lands on it.

Two-way syncClick-to-callScreen popAuto-logging
A call, written up for you
Call ended · 3:48
Record opened before pickup
3:48
crm / contacts / priya-nair
P
Priya Nair
Parkside Financial · Operations
Qualified
Phone
+44 7700 900123
Last deal
£12,400
Owner
Sam
Timeline
  • Inbound call · 3:48Logged
  • Recording + AI summaryAttached
  • Workflow: stage moved to Qualified

Illustrative

Your phone and your CRM should know the same things. Connect them, and nobody has to copy anything across.

Calls open the right record, every conversation is logged where your team works, and workflows can react the moment a call ends.

What syncs

Two ways, field by field.

Two-way sync covers every standard and custom CRM object, and field-level mapping lets you decide exactly where each piece of data goes.

Your phone
Your CRM
Caller name
Contact · Name
Company
Company · Name
Call outcome
Deal · Stage
Call notes
Activity · Notes
  • Contacts, deals and companies
  • Activities and custom objects
  • Mapping you set once

Illustrative mapping

Every conversation

Calls, texts and voicemail, all on the timeline.

Voice, SMS and voicemail are logged to the right record automatically, so anyone opening it sees the whole story.

  • Logged to the right contact or deal
  • Nothing typed up by hand
  • The full history in one place
Calls
SMS
Voicemail
P
Priya Nair
Timeline · always up to date
Click-to-call

Dial from the record, not a keypad.

Call from any record without leaving the page. And when someone calls in, their full record can open before you pick up.

P
Priya Nair
Parkside Financial
M
Marco Bianchi
Northwind Telecom
A
Aisha Khan
City Clinic
Calling
Priya Nair
Parkside Financial

Illustrative records

30s
after the call
Recording
AI summary

Wants to move the quote review to Thursday.

Illustrative

Recording + AI summary

Attached within 30 seconds.

When a call ends, the recording and a one-paragraph AI summary land on the activity, so the next person knows what was said without listening.

  • Audio and summary on every activity
  • Searchable transcripts
  • No manual notes needed
Lifecycle triggers

The call ends. The follow-up starts.

Workflows can fire on call events, such as disposition, duration and intent, so the next step happens without anyone remembering to do it.

DispositionDurationIntent
Workflow
Fires on the event
Task createdDeal stage movedOwner notified

Illustrative workflow

Works with your stack

The tools your team already uses.

Native links to the big CRMs, plus Teams, Google Workspace, Slack and Zapier for everything around them.

HubSpot
Native
Zoho
Native
Pipedrive
Native
Salesforce
Native
Microsoft Teams
Direct Routing
Google Workspace
SSO
Slack
Alerts
Zapier
Workflows
Clean data

No duplicates, no broken history.

Two-way sync matches calls to the contact you already have, so records stay tidy and activities stay attached to the right person.

  • One contact per person
  • Activities stay attached
  • Updates flow both ways
P. Nair
+44 7700 900123
Priya Nair
priya@parkside.example
Priya Nair
+44 7700 900123 · one record
Getting connected

Plugged in in an afternoon.

Step-by-step guides cover the common set-ups, from linking HubSpot to single sign-on to a Zapier workflow.

Connect to HubSpot

Link the account and choose what syncs.

Set up SSO with Google Workspace

One sign-in for your whole team.

Build a Zapier workflow

Connect the tools without a native link.

Support is available 24/7 while you connect.

FAQ

CRM integrations, answered.

Put your phone inside your CRM.

Talk to us about connecting your calls to your CRM.

Contact Us