CRM Integration

Your phone system talks to your CRM

Stop copying phone numbers from your CRM into your phone. Callifi integrates directly with Salesforce, HubSpot, Zoho, Zendesk, and dozens of other business apps — click-to-call, screen pops with customer info, automatic call logging, and real-time analytics.

Get Connected 📞 (212) 423-1234
What Integration Does

Your phone and your business tools, working together

When your phone system knows who's calling before you pick up — and logs every interaction automatically — your team spends less time on admin and more time on customers.

🖱️

Click-to-call

Click any phone number in your CRM, helpdesk, or spreadsheet and the call launches through your Callifi phone. No dialing, no switching apps. Works from Salesforce, HubSpot, Zoho, Zendesk, and more.

📋

Screen pops

Incoming call? Your CRM opens the customer's record automatically before you answer. Name, company, last interaction, open tickets, deal stage — all on screen instantly.

📝

Automatic call logging

Every call — incoming, outgoing, missed, duration, and recording link — gets logged in your CRM automatically. No manual data entry. No "I forgot to log that call." Complete activity history.

📊

Call analytics in your CRM

See call volume, duration, and outcomes inside your CRM dashboards. Track which reps are making calls, which leads are being followed up, and where calls drop off in your sales funnel.

Compatible Apps

Integrates with what you already use

Callifi connects to your CRM, helpdesk, productivity tools, and spreadsheets. Here are some of the most popular integrations:

Salesforce

CRM

HubSpot

CRM + Marketing

Zoho CRM

CRM

Zendesk

Helpdesk

Freshdesk

Helpdesk

Microsoft 365

Productivity

Google Workspace

Productivity

Microsoft Excel

Spreadsheets

Google Sheets

Spreadsheets

amoCRM

CRM

Clio

Legal

Clipboard

Clipboard integration

Don't see your app? Call us at (212) 423-1234 — if it has an API or webhook support, we can likely connect it.

FAQ

CRM integration questions

Does the integration require special software on my computer?
Most integrations work through the Callifi desktop app or a browser extension — no additional software to install. For some CRM-specific features (like deep Salesforce integration), there may be a lightweight connector. We handle the setup entirely.
Can I use click-to-call from my web browser?
Yes. The Callifi browser extension enables click-to-call on any webpage — your CRM, your email, a Google search result, a spreadsheet. Click any phone number and the call routes through your Callifi desk phone or softphone.
Does Callifi set up the integration for me?
Yes. We configure the integration, test it, and train your team on how to use it. We don't hand you documentation and walk away — we do it for you and make sure it's working before we leave.
What if my CRM isn't on the list?
If your CRM or business application has an API, webhooks, or supports CTI (Computer Telephony Integration), there's a good chance we can connect to it. Call us with your specific app name and we'll confirm within a day.

Ready to connect your phone system?

Tell us what CRM or business apps you use and we'll show you exactly how the integration works.

Get Connected

Or call (212) 423-1234 · get@callifi.com