CRM Integrations

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SIPSTACK Switchboard connects to major CRM platforms so incoming calls can be matched to your CRM contacts. You connect a CRM once, from the in-app Integrations hub, with a one-click sign-in to the CRM.

Requirements:

• Nova PBX on Nova Ultra or above. On lower tiers, CRM cards show an Included on Nova Ultra badge with an upgrade link instead of a Connect button.
• The integrations.manage permission to connect or disconnect.

Supported CRMs

• Salesforce
• Zoho CRM
• HubSpot

Helpdesk connectors such as Zendesk and Freshdesk are listed in the Marketplace too. Each card’s status pill — Available, Beta, or Coming soon — shows whether you can connect it right now.

Connecting a CRM

1. In Switchboard, open Account → Integrations and stay on the Marketplace tab.
2. Find your CRM and click Connect. A consent sheet summarizes what SIPSTACK will be allowed to do.
3. Confirm, then sign in to your CRM and approve access.
4. You’re returned to SIPSTACK on the Connections tab, with the new connection listed.

To disconnect, open the Connections tab and click Disconnect on the connection. You can reconnect at any time from the Marketplace.

On Calls

When a call comes in from a number that matches a contact in your connected CRM, Pulse shows the match on the call screen, with an Open in CRM link to the record.

For more detail, see Integrations Overview. For CRM-specific setup help, contact SIPSTACK Support.