CRM and Ticketing System Integration

📄️ monday CRM

The monday CRM integration automatically logs call activities from your Vodia PBX system to Monday.com boards. This integration captures both inbound and outbound calls, creates contact records automatically, and maintains detailed call histories with outcomes, durations and timestamps.

📄️ Odoo Cloud

This integration connects Vodia PBX with Odoo CRM using XML-RPC protocol, allowing call data to be automatically logged in Odoo. The integration creates and updates contacts, logs calls as messages and associates call information with existing CRM leads and helpdesk tickets.

📄️ ActiveCampaign

This integration connects your Vodia PBX with ActiveCampaign, allowing you to automatically track call details and manage customer interactions. The integration automatically creates and updates contacts in ActiveCampaign based on call data, records call details, and associates calls with the appropriate users and contacts. New contacts are created with name and email placeholders and added to a list called Vodia Calls.

📄️ HighLevel

The HighLevel integration automatically synchronizes your Vodia PBX call data with your HighLevel account. This integration helps you track all customer interactions, maintain accurate contact records and ensure no potential leads are missed.

📄️ Hubspot

Enhance your experience by using this integration with our click-to-dial and web portal features

📄️ Microsoft Dynamics 365

The Microsoft Dynamics 365 integration automatically synchronizes your Vodia PBX call data with your Dynamics 365 CRM. This integration helps you track all customer interactions, maintain accurate contact records, and ensure complete visibility into your communication history.

📄️ Salesforce

Vodia PBX can be integrated with Salesforce, to make work flow easier. When a call comes in, the PBX will try to find that contact in the Salesforce account of the user who received the call. If found, the call will be logged in Salesforce database under that contact found in the user's account and a pop-up through the PBX web interface will inform the user. The user can click on the pop-up to go directly to the contact page to enter any details in the call (task) that has already been logged. The same is true of outgoing calls (if the contact is present in the account), since the user may want to enter some details for outgoing calls as well. Both incoming and outgoing calls are marked as such in their subject.

📄️ Freshdesk

This integration connects your Vodia PBX with Freshdesk, allowing you to automatically track call details and manage customer interactions. The integration automatically creates and updates contacts in Freshdesk based on call data, records call details using custom objects, and associates calls with the appropriate agents and contacts. New contacts are created with placeholder emails and tagged as 'Vodia Call' for easy identification.

📄️ Smokeball

This integration connects your Vodia PBX with Smokeball, a legal practice management platform. The integration provides real-time caller identification with screen pop functionality, displaying contact information and direct links to client records in Smokeball when calls arrive. It supports multiple regions (United States, Australia, and United Kingdom) with region-specific authentication and API endpoints.

📄️ Zammad

Integrating Zammad with Vodia PBX

📄️ VTiger

Integrating VTiger with Vodia PBX

📄️ Zoho

Vodia PBX can be integrated with Zoho, to make work flow easier. When a call comes in, the PBX will try to find that contact in the Zoho account of the user who made or received the call. If found, the call will be logged in Zoho database under that contact found in the user's account and a pop-up through the Zoho web interface will show the contact, it's relevant information and a way to comment on the call.