CRM Integrations

← How-To Guides

SIPSTACK Switchboard integrates with major CRM and helpdesk platforms, enabling automatic contact lookups on incoming calls, click-to-call from CRM records, and call notes synced back to leads.

Requirements:

• Nova PBX with Business or Enterprise subscription
• Switchboard account with CRM integration enabled

Supported Platforms

• Salesforce
• Zoho CRM
• Zendesk
• Freshdesk
• SugarCRM
• Pipedrive
• HubSpot

Setting Up a Contact Source

Switchboard CRM integrations work through Contact Sources — a saved connection between Switchboard and your CRM using your API credentials.

1. Open Switchboard and go to Settings → Integrations → Contact Sources
2. Click Add Contact Source
3. Select your CRM type from the dropdown
4. Enter the required credentials (typically API key or OAuth login — see your CRM’s developer settings)
5. Add a short description so you can identify this source later
6. Click Save

Once saved, the Contact Source appears in your integrations list. You can enable, disable, edit, or delete it at any time.

Setting a Default Contact Source

If you have multiple CRM integrations, set one as the default to minimize lookup latency:

1. Go to Settings → Integrations → Contact Sources
2. Select your preferred source in the Default Contact Source dropdown
3. Click Save

The default source is used for automatic number lookups on all incoming calls.

Automatic Call Lookups

When an incoming call arrives and the number isn’t in your local contacts, Switchboard queries your default CRM. If a match is found:

• The caller ID updates to the CRM contact’s full name
• An Open in CRM button appears on the call screen
• Call history records link to the CRM lead

Adding Call Notes

During or after a call, you can attach a note directly to the CRM lead:

1. On the active call or in call history, click Call Details
2. Click Add Call Note
3. Enter your note and submit

The note is written back to the CRM lead and tagged with the call’s unique ID for traceability.

Additional Phone Lookup Services

Beyond CRM, you can configure web-based phone lookup services (e.g., a directory or internal database):

1. Go to Settings → Call Settings → Additional Phone Lookup
2. Enter the lookup URL using [PHONE] as the placeholder, e.g. https://lookup.example.com/phone/[PHONE]
3. Save — a lookup button will appear on all calls without a matched contact

For questions or CRM-specific setup help, contact SIPSTACK Support.