CRM integration overview

Connect Exovo to your CRM and callers are recognized by name, calls and chats are journaled to the contact's record, and CRM contacts appear in the phonebook. Sixteen CRMs are supported out of the box: Salesforce, HubSpot, Zoho, Dynamics 365, ConnectWise, Freshdesk, Zendesk, Pipedrive, Bitrix24, Kommo, vTiger, Jetpack CRM, and direct database integrations (SQL Server, MySQL, PostgreSQL, MongoDB).

Skeleton — this outline is the writing plan; content lands in the docs phase.

What the integration does

Supported CRMs

Selecting and configuring a template

Testing the connection

Engine options (caller-ID, matching, cache)