Phone + CRM Integration
Every Call Should Land
in Your CRM
Your phone rings. The call gets logged. The right rep gets notified. If you miss it, a follow-up goes out automatically. No manual data entry. No leads falling through cracks.
25+ years building softwareAWS Certified Solutions Architect24/7 monitored infrastructure
The Problem
Your Phone System and CRM Live in Separate Worlds
A lead calls. Your team talks to them. Then someone has to remember to log it in the CRM — who called, when, what was discussed, what the next step is.
Sometimes they do. Sometimes they don't. Sometimes they do it two days later from memory.
Missed calls are worse. Nobody knows unless they check the phone system. By the time someone follows up, the lead has called your competitor.
What you're losing without integration:
Response time. Every minute between a missed call and follow-up costs you. Leads contacted within 5 minutes are 10x more likely to convert.
Lead attribution. Which marketing channel drove that call? Without logging, you can't track what's working.
Call history. When a client calls back, your team should see every previous interaction — not start from scratch.
Accountability. Without call logs in the CRM, there's no way to know who followed up and who didn't.
What We Build
Phone-to-CRM Automation
Automatic Call Logging
Every inbound and outbound call creates or updates a record in your CRM. Caller ID matched to existing contacts. New numbers create new contacts.
Missed Call Follow-Up
Missed a call? An SMS goes out within seconds. The assigned rep gets notified via Slack or email. A callback task appears in the CRM.
Voicemail Transcription
Voicemails are transcribed via AWS Transcribe and attached to the CRM contact record. Searchable text instead of audio files nobody listens to.
Lead Routing
Route calls and new contacts to the right rep based on territory, source, value, or any custom logic your business requires.
Call Analytics
See call volume, response times, and follow-up rates in your CRM dashboard. Know which reps are calling back and which aren't.
Custom Logic
After-hours calls handled differently than business hours. VIP numbers escalated. Spam flagged. Whatever your business needs.
Platforms
Phone Systems + CRMs We Connect
Phone Systems
- RingCentral
- Nextiva
- 3CX
- Dialpad
- Any SIP-based system with API/webhook support
What phone systems do you integrate?
RingCentral, Nextiva, 3CX, Dialpad, and any SIP-based system with webhook or API access.
Can you transcribe voicemails?
Yes. We use AWS Transcribe to convert voicemails to searchable text attached to the CRM contact record.
What about existing contacts?
Caller ID is matched against your CRM. Existing contacts get the call logged to their record. New numbers create new contacts automatically.
Can missed calls trigger follow-up?
Yes — SMS, email, Slack notification, or CRM task. Customizable logic per client. Rate-limited so repeat callers aren't spammed.
Setup guides
Doing some of this yourself?
RingCentral Call Recording Access
Enabling automatic call recording in RingCentral and granting API access to recording files.
Read guide RingCentralRingCentral Webhooks: Setup, Payloads, Renewal and Troubleshooting
How RingCentral webhooks work for call events, voicemail and telephony sessions: subscriptions, payloads, renewal and troubleshooting for CRM integrations.
Read guideMore in CRM Integration
Related CRM Integration Pages
How Many Calls Are You Missing?
Tell us what phone system and CRM you're using. We'll show you how to connect them.