Custom Integrations

CRM Integration:your phone system, where your customer record already lives.

SumoFiber CRM Integration connects Hosted PBX to the CRM your team already uses — Salesforce, HubSpot, Microsoft Teams, ConnectWise, and more. The result: click-to-call, single sign-on, and full call history inside the customer record, with no separate tab to manage.

  • Click-to-call
  • Single sign-on
  • Call history in-app
  • Custom integrations
Why integrate

What does CRM integration with a hosted PBX actually do?

Every feature is designed around two ideas: make calls faster to start, and make the system itself easier to live in.

  • Quick call functions

    Calling features built around the way your team actually works — every customer call is a click away, never a context switch.

    • Click-to-call

      Enable click-to-call across your CRM with a configurable behavior set tuned to your workflow.

    • Call history

      See and respond to every previous call right inside the customer record — no separate tab, no separate login.

    • Speed dial contacts

      Pin your most-called contacts to speed dial so frequent calls connect in a single tap.

  • Easy system access

    The integration is designed for the people using it. Sign in once, navigate fast, and find what you need without hunting.

    • Single sign-on

      Sign on once and stay signed on across the CRM and the PBX admin portal — no second password to manage.

    • Links to PBX reports

      Jump straight from any CRM record into the matching PBX reporting page in a single click.

    • Quick links to your UC portal

      Reach the SumoFiber admin portal directly from the integration, so configuration questions don't slow you down.

    • Domain tracker

      See how many domains are using each extension for clean billing, reporting, and capacity planning.

Integrations We Offer

The platforms your team already uses.

We connect Hosted PBX to the CRMs, service desks, and collaboration tools your team already lives in. Don't see yours? We build custom integrations.

  • Salesforce

    CRM

  • Microsoft Teams

    Collaboration

  • HubSpot

    CRM

  • ConnectWise

    PSA / CRM

  • Sugar CRM

    CRM

  • Zendesk

    Service desk

  • Gmail

    Mail

  • …and more

    Custom

Build your UCaaS stack

Looking to integrate your offerings?We'll help you build it in just a few clicks.

Talk to a SumoFiber UC specialist about connecting your CRM, scoping a custom integration, or unifying your communications stack under a single provider.

FAQ

Common questions about CRM Integration.

  • What is CRM integration with Hosted PBX?

    CRM integration connects SumoFiber Hosted PBX to the CRM your team already uses. The result is click-to-call inside the customer record, full call history pulled into the CRM, single sign-on across both systems, and links from any record straight into the matching PBX reporting page.

  • Which CRMs does SumoFiber integrate with?

    SumoFiber offers integrations for Salesforce, HubSpot, Microsoft Teams, ConnectWise, Sugar CRM, Zendesk, and Gmail — plus custom integrations for in-house and industry-specific platforms. Talk to our team if you don't see your platform on the list.

  • What is click-to-call and how does it work?

    Click-to-call lets your team start a phone call from any phone number that appears inside the CRM with a single click. Behind the scenes, the integration tells your Hosted PBX to place the call and routes the audio to the device of your choice — desk phone, softphone, or mobile app.

  • Does the integration support single sign-on?

    Yes. SSO is included on every supported integration. Sign in to your CRM and you're already authenticated to the integration — no second password to manage and no juggling of admin credentials between platforms.

  • Can I see call history inside my CRM?

    Yes. Every business call placed or received through Hosted PBX is logged inside the CRM record for the contact. Your team responds to and references past calls without leaving the CRM, and managers see complete activity per account in one place.

  • Do you support custom CRM integrations?

    Yes. If your team runs a custom-built or industry-specific CRM, our UC specialists will scope a tailored integration. The same click-to-call, call history, and SSO patterns apply — we just build them against your specific CRM's API.

  • Is there an extra fee for CRM integration?

    Pricing depends on the CRM and integration depth. Most standard integrations — Salesforce, HubSpot, Microsoft Teams, ConnectWise, Zendesk — are scoped during the Hosted PBX onboarding conversation, with no separate per-seat integration license. Custom integrations against in-house or industry-specific CRMs are quoted per project. Contact our team for a tailored quote.

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