CRM Integration

The CRM Integration feature allows you to connect your Vodia PBX system with popular Customer Relationship Management (CRM) platforms. This integration enables automatic call logging, contact synchronization, and enhanced customer information tracking directly within your preferred CRM system.

Getting Started

Before setting up CRM integration, ensure you have:

• An active account with your preferred CRM provider (SalesForce or SugarCRM)
• Login credentials for your CRM account
• The correct server address for your CRM instance

How to Configure CRM Integration

1. Navigate to the CRM Integration settings page in your Vodia PBX interface

2. From the dropdown menu, select your CRM platform:

   • Select "SalesForce" for SalesForce integration
   • Select "SugarCRM" for SugarCRM integration
   • Select "None" to disable CRM integration

3. After selecting your CRM type, enter the following required information:

   • Username: Your CRM account username
   • Password: Your CRM account password
   • Address: The server address of your CRM instance

4. Click the "Save" button to apply your configuration

note

The configuration fields will only appear after you select a CRM platform from the dropdown menu.

Settings Reference

Setting	Description	Available Options	Default Value
CRM Type	The type of CRM system to connect with	None, SalesForce, SugarCRM	None
Username	Your login username for the CRM platform	Text input	Empty
Password	Your login password for the CRM platform	Password input	Empty
Address	The server address of your CRM instance	Text input	Empty

Troubleshooting

Common Issues

Connection Failed

• Verify your username and password are correct
• Ensure the server address is entered in the proper format
• Check if your CRM account has sufficient permissions for API access

Missing Call Data

• Confirm that your CRM integration is properly configured
• Verify that your CRM instance is accessible from your PBX system
• Check if there are any network restrictions preventing communication