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Integrations

CRM Phone Integration with Click-to-Call for Your VoIP System

CRM phone integration from True IP: click-to-call, screen pops, and a Chrome extension linking your VoIP phones to 30+ CRMs. Get a free consultation.

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At a glance

InstallOne Chrome extension
Coverage30+ CRMs and apps
InboundScreen pops
LoggingTied to the contact

Copying a number from a CRM into a desk phone is a small task your team does a hundred times a day, and it adds up to wasted minutes and mis-dials. CRM phone integration removes the step entirely: click the number on the record, the call connects, and the conversation is logged where it belongs.

Dial straight from the record you are already looking at

True IP Solutions delivers this through a single Chrome extension that connects the hosted VoIP system we install to more than 30 CRMs and web applications. Install it in a few minutes and your team is calling from inside the tools they already use, with call history and contact data a click away. When a call comes in, the caller's record opens before you answer.

What the Chrome extension does

Click-to-call, four ways

Four variations of click-to-call you can toggle in settings, so dialing matches how your team works in each app.

Inbound screen pops

The matching CRM record opens on an incoming call, so you answer with the context already in front of you.

Search CRM records

Look up a contact and pull their information directly from the extension without leaving your current tab.

Review call history

See past calls tied to the contact, so anyone picking up the account has the full thread.

One install, broad coverage

A single extension covers the integration set, installed from the Chrome Web Store.

CRMs and apps it connects to

The extension supports more than 30 pre-built integrations. A representative set includes:

CategoryPlatforms
CRM and salesSalesforce, HubSpot, Zoho CRM, Go High Level
Field and home servicesServiceTitan, Jobber
Healthcare and dentalDentrix, with HIPAA and BAA available
LegalClio
WellnessMindbody, Boulevard
Productivity and messagingGoogle Workspace, Microsoft 365 and Outlook, Slack
Payments and workflowStripe, Square, Zapier

Who gets the most out of it

Multi-site sales teams

Reps across multiple locations dial from one CRM with calling built in, and managers get clean per-account call history.

Learn more →

Service and dispatch operations

ServiceTitan and Jobber users turn a call into a job without re-keying numbers or notes.

Healthcare and dental front desks

Dentrix integration, with a BAA available, keeps calling tied to the patient record.

Microsoft-standardized offices

Microsoft 365 and Outlook integration, with Microsoft Teams calling available for teams that run on Teams.

Learn more →

Part of one platform

The extension runs on the same hosted VoIP system behind the rest of your phones. You are extending the phone system you already have, not adding a separate product to manage.

Frequently asked questions

How do I install the CRM phone integration?

You install the True IP Solutions Chrome extension from the Chrome Web Store, sign in, and it begins recognizing phone numbers and connecting calls inside your CRM and web apps. Setup takes a few minutes per user.

What is click-to-call?

Click-to-call turns a phone number on a CRM record or web page into a clickable link. One click places the call through your hosted VoIP system, with no copying the number into a desk phone. Our extension offers four click-to-call variations you can toggle in settings.

Does the caller's record pop up when the phone rings?

Yes. On an inbound call, the extension matches the number to a CRM record and opens it, so the person answering has the caller's context before they pick up.

Which CRMs does the Chrome extension support?

More than 30 CRMs and web applications, including Salesforce, HubSpot, Zoho CRM, Go High Level, ServiceTitan, Jobber, Dentrix, Clio, Mindbody, Boulevard, and productivity tools like Google Workspace, Microsoft 365, and Slack. Custom integration is available for any platform with an API.

Do calls log automatically to the CRM?

Calls placed and received through the integration tie to the matching contact record, so the call history lives with the contact and anyone on the account can see it.

How is this different from the integrations overview page?

The integrations overview lists everything we connect to and why it matters. This page goes deeper on the Chrome extension itself, the click-to-call options, screen pops, and the day-to-day calling workflow.

Want your reps dialing from the record instead of the dial pad?

Get a free consultation and we will set up your click-to-call integration on the phone system you already run.

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