CRM and CMS Connections
Pipedrive
Connecting Pipedrive to CallConnector.ai From the Integrations page, locate the Pipedrive card and click "Connect" A Pipedrive OAuth authorization pop-up will open titled "Authorize application" The pop-up will show that CallConnector.ai is ...
Freshsales (Coming Soon)
This integration is only available on Call Connector v2. This integration is coming soon! Connecting Freshsales Sign in to your Freshsales account. In the top-right, click on your profile picture, and navigate to "Personal Settings". Click on the ...
Attio
This integration is only available on Call Connector v2. This integration is coming soon! Connecting Attio to CallConnector.ai Click on the Attio card — a "Connect" button will appear on the card Click "Connect" An Attio OAuth authorization pop-up ...
Salesforce
How Events Are Logged Call Calls are stored as Task records, related to the found contact and/or opportunity, if applicable. Call logged as a Task in Salesforce. SMS Texts (SMS) are logged as Task records, related to the found contact and/or ...
Zoho CRM
Contact Creation CallConnector.ai will attempt to find a contact match for a telephony event in both the Contacts and Leads modules. If none is found, CallConnector.ai will create the new contact as a Lead. How Events Are Logged Call Calls are logged ...
Smokeball
ion8-CALL Activity Code Call and SMS events are tagged with an activity code labelled ion8-CALL, indicating that they were created by CallConnector.ai. This activity code can be configured in your firm settings: Note that CallConnector.ai will create ...
Hubspot
How Events Are Logged Note that Hubspot has a suite of apps, and their CRM is just one of the apps in their ecosystem. This integration specifically connects the Hubspot CRM to your VoIP system. Call Calls are stored as Call records. Call logged into ...
Microsoft Dynamics 365 Sales
Requirements You must have a Microsoft Dynamics 365 license and access to the Sales app. You must have an environment set up within your Microsoft tenant that includes the Sales app. The Dataverse Search feature must be enabled in this environment. ...
Lawmatics
Contact Association and Creation If "Contact Creation" is disabled in the CallConnector.ai dashboard, CallConnector.ai will create a “default” Company record with the same name as your organization’s name, and log the call or SMS as a Note in that ...
Filevine
Requirements The user connecting to Filevine must be a Filevine Account Admin in order to generate the Personal Access Token (PAT) that is required for this connection. Connecting Filevine Sign in to the CallConnector.ai dashboard, and then to the ...
Clio Grow
Contact and Matter Association At a minimum, CallConnector.ai must find a contact match for the call, SMS, fax, or meeting event. This is because it is impossible to create a Clio Grow Note without a contact. Since the Clio Grow API does not allow ...
Clio Manage
Requirements The user connecting Clio Manage to CallConnector.AI must be a Clio Manage admin user. To check if you’re an admin, sign into Clio Manage, select "Settings" in the left navigation, and then select "Manage Users". Find your name and email ...