Integrations

CRM caller-ID, journaling and contact sync; fax over email.

• CRM integration overview — What the CRM integration does and which CRMs are supported.
• Authorizing OAuth CRMs — Connect Salesforce, HubSpot, Zoho, Dynamics, Zendesk, Pipedrive or Kommo.
• Call and chat journaling — Log calls and SMS conversations to the CRM contact automatically.
• CRM phonebook sync — Mirror CRM contacts into the Exovo phonebook on a schedule.
• Database CRM templates — Integrate directly with SQL Server, MySQL, PostgreSQL or MongoDB.
• HaloPSA setup — Connect Exovo to HaloPSA — caller ID, ticket-per-call journaling, and contact sync.
• Fax — Receive faxes to email and send from documents.
• Hotel services — Turn extensions into hotel rooms — check-in / check-out and housekeeping status from a live room dashboard.
• BI reporting views — Point Grafana, Power BI or any SQL tool at your own PostgreSQL — read-only reporting views.