Safety & compliance
CRM Integration: log calls and voicemails in Salesforce, HubSpot, Zoho or Pipedrive
Connect Salesforce, HubSpot, Zoho, Pipedrive or any webhook-compatible system to log ended calls, missed calls and voicemails automatically.
Which plans include it
Included on Growth and above. On Free Trial, Entry, Plus you can add it on its own at £3.50 a month from Features & add-ons.
What it means
A link between your phone system and your customer records (CRM), so calls are logged against the right contact without anyone typing.
What it does
- Connects Salesforce, HubSpot, Zoho CRM, Pipedrive or a Custom Webhook.
- Logs calls when they end (duration, recording), missed calls (caller ID, time) and new voicemails (audio link, transcription).
- Tests the connection.
Every part of the page
- Integration Name / CRM Type
- Your label and which CRM.
- API Key / Instance URL
- From your CRM's settings. Paste the key; it is stored securely.
- Webhook URL
- Required for Custom Webhook.
- Sync triggers
- After call ends; On missed call; On new voicemail.
- Integration Active
- On/off.
How to use it
Connect HubSpot
- Press "Add Integration". CRM Type: HubSpot.
- Paste the API key from HubSpot's settings.
- Tick all three Sync triggers. Save Integration.
- Press Test — "Connection successful".
Examples
HubSpot
Connect HubSpot: every ended call, missed call and voicemail is logged on the matching contact automatically.
Your own system
Use a webhook URL so each call is sent to your own booking system as soon as it ends.
Recommended settings
- ★Tick all three triggers so no customer contact goes unlogged.
- ★Use a dedicated integration user in your CRM so changes are traceable.
Abbreviations on this page
- CRM — Customer Relationship Management
- Software that holds your customer records, such as HubSpot, Salesforce, Zoho or Pipedrive.
- Example: HubSpot, Salesforce and Zoho are CRMs.
- API key
- A secret password that lets one piece of software use another. Treat it like a password.
- Example: Treat an API key like a password: anyone with it can use your account's API.
- Webhook
- An automatic message our system sends to a web address you choose whenever something happens, such as a call ending. Used to connect other software.
- Example: When a call ends, a webhook sends its details to your own system automatically.
- URL — Uniform Resource Locator
- A web address, such as https://example.com/hook.
- Example: https://www.siluxcall.co.uk/help is a URL.
- Screen pop
- The caller's customer record opening on your screen automatically as the phone rings.
- Example: The caller's customer record opens on your screen as the phone rings.
Questions
Which plans include CRM integration?+
Growth and above. On lower plans it can be added on its own.
My CRM is not listed.+
Choose Custom Webhook and enter the address your system gives you.
Related help
Already a customer? Open this page in your dashboard: CRM Integration. New to Silux Call? See the plans or start a free trial.