Help / Phone (Virtual PBX) Integration
Phone (Virtual PBX) Integration
Connect your virtual PBX line to the CRM so calls appear on the Contact card.
What does this integration do?
If your company has a virtual PBX (cloud phone system), you can connect it to the CRM. This lets you place calls from the Contact card and see the records of incoming and outgoing calls alongside the customer.
Path: Left menu → All Integrations → Phone
Phone integration page
Before you start
- Ask your virtual PBX provider for the following: PBX number, provider name, user code and password.
- The virtual PBX (PBX) integration must be enabled in your plan.
Connection steps
- Click the New button on the Phone page.
- Fill in the form:
| Field | Description |
|---|---|
| Name | What you call the line (“Sales Line”) |
| PBX No | The number given by the provider |
| Provider | The PBX company |
| Display Name | The name shown on calls |
| User Code | The code given by the provider |
| Password | The password given by the provider. It is stored securely, encrypted |
| Phone | The line number |
| Status | Active / inactive |
- Save.
Phone add form