CRM integrations
The Yeastar PBX integrates with leading CRMs to optimize your customer interactions. Get a quote now.
CRM integration with the Yeastar phone system
The Yeastar PBX integrates with leading CRMs to optimize your customer interactions. Get a quote now.
Key benefits
Click to call
Start a call directly from your CRM with a single click, without using the call button.
Automatic logging
Automatically save call notes in your CRM after each conversation.
Incoming call pop-up
Instantly displays the caller’s CRM record when a call comes in.
Automatic contact creation
Automatically adds a new contact when a call comes from an unknown number.
Contact synchronization
Keeps the phone directory up to date with CRM contacts, avoiding duplicates.
Real-time contact search
Instantly matches incoming and outgoing calls with existing contacts in the CRM.
Ready-to-use CRM integrations
Yeastar phone systems are designed to work with the most popular CRMs, providing seamless data exchange and an improved customer experience through smart dialing and automatic logging.
Customizable CRM integration template
If your CRM is not on the pre-built list, easily create your own integration template. Download, edit, and export templates to connect your local CRM to the Yeastar P‑Series system.
Platform-specific integration guides
Video tutorials and detailed guides cover HubSpot, Zoho, Salesforce, Bitrix24, Odoo, Dynamics 365, Zendesk, and Pipedrive, making implementation on each platform easier.
P‑Series phone system
Available in the cloud or on-premises, the P‑Series unifies calls, video, omnichannel messaging, and integrations, ready to use for your business.
Key benefits of VoIP‑CRM integration
Discover five major benefits, from operational efficiency to an improved customer experience, through seamless integration between the PBX and your CRM.
