CRM integration: Which integrations should you set up?
Manager, Revenue Operations
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👉 Fun fact:
Dialpad integrates with some of the best CRM platforms out there including Salesforce, HubSpot, Kustomer, and more to give you the functionality of a communications platform and contact center—right inside your CRM.
👉 Further reading:
Guidesly, an ecommerce company, uses HubSpot as its CRM—and its sales team can make phone calls from inside HubSpot and have all their activities automatically logged in it too. See how they did it.
👉 Further reading:
ServiceToday, a residential services company that takes care of plumbing and electrical air conditioning for homes across Australia, integrated their phone system with their CRM, which automatically adds the audio files from each customer’s call to their CRM and has helped Service Today provide even better customers service by giving them relevant historical information right at their fingertips.
Does your communications platform integrate with your CRM?
Dialpad does! Book a product demo to see how you can talk, message, and meet with Dialpad—and have all these activities automatically logged in your CRM. Or, take a self-guided interactive tour of the app!