Integrations

Works with the tools you already use

Calls logged in your CRM, the caller's record opened by Smart-Open, your practice software told who is calling, and webhooks for everything else. Each one links to its setup guide in the knowledge base.

CRM

Dynamics 365, HubSpot, Salesforce, Zoho, Pipedrive, NetSuite and any web CRM. Calls are logged against the contact, and Smart-Open brings up the caller's record.

  • Microsoft Dynamics 365

    Logs calls against the matching contact, opens the contact or a search, and can create new contacts.

    Setup guide

  • HubSpot

    Logs calls and opens the matching contact. Recorded calls can be transcribed with HubSpot Call Transcription.

    Setup guide

  • Zoho CRM

    Logs calls against the matching contact and opens their record.

    Setup guide

  • Pipedrive

    Logs calls against the matching contact and opens their record.

    Setup guide

  • Salesforce

    Opens the matching contact when a call comes in, and logs the call against them.

  • Oracle NetSuite

    Opens the matching customer record when a call comes in, and logs the call against it.

  • Generic CRM, for any web CRM

    Works with any CRM you use in a browser: it opens a contact or search page you define, with the caller's number in the link.

    Setup guide

  • Use a CRM that isn't here?

    Tell us which one. We will look at it with you, and Generic CRM can often open its records today.

Helpdesk

Calls logged where your support team works.

  • Zendesk

    Logs calls against the matching contact and opens their record.

    Setup guide

Healthcare

The caller's number goes to your practice software.

  • HotDoc

    Sends the caller's number to HotDoc, which shows the patient in its sidebar.

    Setup guide

  • AutoMed

    Sends the caller's number to AutoMed, which matches it to the patient record where configured.

    Setup guide

Microsoft

Calling for Microsoft Teams.

  • Microsoft Teams

    Teams users place and take external calls through myCloudPBX, and can join ring groups and queues.

    Setup guide

  • Teams Direct Routing

    Connects a Teams tenant to the phone network through a Business SIP service.

    Setup guide

Developer and other systems

Connect anything else.

  • Call event webhooks

    Fire on inbound calls received, answered and ended, outbound calls placed and ended, and IVR options chosen.

    Setup guide

  • Forward inbound SMS to an email address, save it against the matching CRM contact, or send it to a webhook.

    Setup guide

  • Connector for an existing SIP PBX

    A SIP trunk to another IP PBX such as 3CX or Asterisk, for a staged move or a hybrid setup.

    Setup guide

Don't see yours?

Ask us, or connect it with webhooks.

See your CRM working with myCloudConnect

Book 15 minutes and we will show Smart-Open and call logging with the CRM you use.