CRM integrations
CRM integrations that put every call on the right record.
Click to call from any contact, see who is calling before you answer, and let every call, recording and outcome log itself. Your team stays in the CRM and nothing gets typed twice.
- Click to call
- Caller pop-up
- Automatic call logging
- Inbound call, answered4 min 22 sec
- Recording and transcript attachedOn the contact record
- Deal moved to Demo scheduledSet from the call disposition
Click to call
Every phone number in your CRM is a button.
Reps click a number on a contact, deal, ticket or task and Teloz places the call. No dialing, no copying numbers between tabs, and the call lands on the same record it started from.
- Lifecycle stage
- Customer
- Owner
- Dana Kim
- Last activity
- 3 days ago
Ready to call. Click the phone number above to place the call from this record.
Caller pop-up
Know who is calling before you answer.
When a call comes in, the matching contact opens before the second ring: name, company, open deal or ticket and the last note. Nobody picks up blind and nobody asks “who am I speaking with?”
- Open ticketInvoice question, opened Tuesday
- Last noteAsked about adding a second location
- Last contact3 days ago, by phone
Automatic call logging
Hang up and the record is already written.
The call is matched to the contact and saved without anyone typing a note. Everything your team needs for the next conversation is there when the call ends.
- Calls, recordings and notes land on the right contact automatically
- The transcript is written to the record
- The disposition can move the deal and create the next task
- Call endedInbound · 4 min 22 sec
- Matched to Maria AlvarezContact record matched and updated
- Recording attached
- Transcript written to the record
“…happy to set up a demo for Thursday, I'll send the agenda over.”
- Disposition: InterestedProposal sentDemo scheduled
- Follow-up task createdSend the agenda to Maria · due Thursday
Workflow triggers
Let the call outcome run the follow-up.
When a rep sets a disposition, your CRM's own workflow tools take over. Build the rules once in HubSpot Workflows, Zoho Blueprints or your CRM's equivalent and every call after that follows them.
- Advance the deal to the next stage
- Create a follow-up task for the owner
- Send the follow-up email
Works with your stack
Connect the CRM your team already uses.
HubSpot and Zoho have dedicated integrations. Salesforce, Pipedrive and the major help desks connect too, and Zapier, webhooks and an open API cover everything else.
HubSpot
Zoho CRM
Salesforce
Pipedrive
Zendesk
FreshdeskHubSpotZoho CRMSalesforcePipedriveZendeskFreshdeskHubSpotZoho CRMSalesforcePipedriveZendeskFreshdeskHubSpotZoho CRMSalesforcePipedriveZendeskFreshdesk
Microsoft Dynamics
Monday.com
Zapier
Webhooks
Open APIMicrosoft DynamicsMonday.comZapierWebhooksOpen APIMicrosoft DynamicsMonday.comZapierWebhooksOpen APIMicrosoft DynamicsMonday.comZapierWebhooksOpen APIGetting started
Plugged in in an afternoon.
Install
Find Teloz in your CRM's marketplace and install with OAuth. No credentials are shared and no IT ticket is needed.
Map your fields
A field mapping wizard links call outcomes, durations and recordings to the right CRM fields, usually in about 5 to 10 minutes.
Make a test call
Place one call to confirm it logs. From then on your team is click-calling and auto-logging without leaving the CRM.
Teams across the US run their phones on Teloz.
From independent agencies to multi-site operations, Teloz supports every desk in the building.
“We trained the AI receptionist on our price list and booking hours. No-shows dropped 22% in six weeks.”
“Four clinics, one directory, one bill. We switched from a stitched PBX stack and cut monthly costs by 38%.”
“The chat widget books legal consults without me touching it. Escalations arrive with full context.”
“Web chat, Instagram DMs, SMS, and our 800 number in one thread. CSAT went from 4.1 to 4.7 in a quarter.”
What teams ask about CRM integrations.
Everything to know about connecting your phone to your CRM.
Keep exploring
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