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CRM integration

Know who's calling before you say hello.

UvoiceCloud connects to your CRM's API, so the caller's record pops up on every call and every conversation is saved where your team already works.

What your team gets

Your CRM + UvoiceCloud
CRMContactsCompaniesDealsTickets
NameCompanyPhone
Alex MorenoHarbor Auto Group(413) 555-0141
Dana WhitfieldCoastal Realty(860) 555-0142
Sam PatelBrightside Dental(401) 555-0115
Jordan LeeMaple Street Law(860) 555-0109
Incoming call
Coastal Realty Dana Whitfield · (860) 555-0142 · client since 2021 · 1 open ticket
Open recordNew ticketLog a note

How we connect it

1Tell us your CRM

We confirm it has an open API or connector and what it can show, before you commit to anything.

2We set up the phone side

We turn on API access for your UvoiceCloud account and share what your CRM, or your developer, needs.

3Calls start showing up

Screen pops, client lookup and call logging, working the way your CRM supports them.

For your CRM or developer

What our API includes

UvoiceCloud's API gives your CRM the call data it needs. Ask us for the technical details for your system.

Ask about your CRM
  • Call eventsRinging, answered and ended, in real time
  • Call historyCaller, who answered, times and length
  • Recordings & transcriptsFor calls you record
  • TextsSent and received on your business numbers
  • Contacts & usersYour team's extensions and directory
  • Secure accessYour own API login, never shared

* Integrations connect through your CRM's own API or connector, and what's possible depends on your CRM. Uvoice sets up the phone side and API access; we don't program automations or workflows inside your CRM. Most popular CRMs have an open API; tell us yours and we'll confirm what it supports.

Preview · highlighted items to confirm