In short: the Mitsi Communications PBX connects to any CRM that offers an API or Webhook, and also through Make. Every call, message and event is sent to your system automatically, including a transcript and summary, with no manual typing and no extra cost.

What you get when you connect a PBX to a CRM

  • A new lead is created and fields on the customer card are updated, automatically.
  • Call details are logged: who called, when, for how long, and what was agreed.
  • A full transcript of the call, plus a short summary: the caller's intent, urgency and recommended next steps.
  • The call summary is sent to the relevant employee's email or directly to the customer card.
  • Instant alerts on hot leads (SMS, WhatsApp or Webhook).

How the integration works

The PBX sends events (incoming call, call ended, message, voicemail) to your system through a Webhook or API. You can connect directly to the CRM, or go through Make and other automation tools. Any CRM that offers an API or Webhook can connect. You can also connect a bot you already have, for example Manychat or Dialogflow.

Who it is for

Businesses that already use a CRM or customer management system and want the phone to talk to it directly. Instead of typing up call after call, all the information reaches the customer card by itself. The integration is included at no extra cost, and when no ready-made option fits we build a custom connection.

Frequently asked questions

Which CRM systems can I connect?

Any CRM that offers an API or Webhook, and also through Make. If there is no ready-made connection, we build a custom one.

Is there an extra charge for the integration?

Sending calls, messages and events to your system is included at no extra cost. A custom integration is priced after a short specification.

What exactly is sent to the CRM at the end of a call?

The call details, a transcript and a summary (the caller's intent, urgency and recommended next steps). They can go to the customer card or to the employee's email.

Can I connect a bot I already built?

Yes. Existing bots, for example from Manychat or Dialogflow, connect to the PBX through an API or Webhook.

Related

Smart cloud PBX · AI call reports and analysis · Smart WhatsApp bot