CRM and CMS Connections
Pipedrive (Coming Soon)
This integration is only available on Call Connector v2. How Events Are Logged Call Calls are logged as Activities ("Call") in Pipedrive. The call will be associated with a contact if one could be found with the external phone number from the call ...
Freshsales (Coming Soon)
This integration is only available on Call Connector v2, and for users assigned to at least a Way Better license. This integration is coming soon! Connecting Freshsales Sign into your Freshsales account. In the top-right, click on your profile ...
Attio (Coming Soon)
This integration is only available on Call Connector v2, and for users assigned to at least a Way Better license. This integration is coming soon! How Events Are Logged Note that all telephony events must be associated with a contact in order to be ...
Salesforce
This integration is available to users assigned to an Enterprise license. 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 ...
Zoho CRM
Contact Creation Call Connector will attempt to find a contact match for a telephony event in both the Contacts and Leads modules. If none is found, Call Connector will create the new contact as a Lead. How Events Are Logged Call Calls are logged as ...
Smokeball
This integration is available to users assigned a Way Better or Enterprise license. ion8-CALL Activity Code Call and SMS events are tagged with an activity code labelled ion8-CALL, indicating that they were created by Call Connector. This activity ...
Hubspot
This integration is available to users assigned to an Enterprise license. 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 ...
Microsoft Dynamics 365 Sales
This integration is available to users assigned to an Enterprise license. 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 which includes the ...
Lawmatics
This integration is available to users on a Way Better or Enterprise license. Contact Association and Creation If "Contact Creation" is disabled in ion8 Connect, Call Connector will create a “default” Company record with the same name as your ...
Filevine
Requirements The user connecting 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 into ion8 Connect. Navigate to the Call Connector ...
Clio Grow
Contact and Matter Association At a minimum, Call Connector 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 apps ...
Clio Manage
Requirements The user connecting Clio Manage to Call Connector 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 in ...