Overview
VeloPBX includes native CRM integration that runs at the tenant level — once you connect a CRM here, every extension in the tenant inherits the integration with no per-user setup.
The integration matches inbound and outbound calls to records in your CRM and automatically logs call activity (records, recordings, and AI transcript when enabled) on the right contact, lead, deal, or ticket.
What you get
- Caller-ID matching — inbound numbers are matched against your CRM contacts, leads, accounts (or companies) before the agent picks up
- Screen-pop — the matched record opens in your CRM client (PortSIP ONE softphone or your CRM’s native UI) at the moment the call rings
- Auto-logged activities — every completed call writes a clean activity entry on the matched record: duration, direction, agent, outcome
- Recording attached — if call recording is enabled, the recording link is attached to the activity (with optional secure URL)
- AI transcript (optional) — if a tenant has AI transcription enabled, the transcript is appended to the activity record
Pick your CRM
VeloPBX supports three native CRM integrations today. Pick the one your team uses:
Odoo
Open-source ERP + CRM. Native click-to-call across Sales, CRM, Helpdesk, and POS modules. Setup time: ~7 minutes.
HubSpot
Sales / Service / Marketing Hubs. Powered Calling enabled, Pro+ tier required for the calling provider features. Setup time: ~10 minutes.
Zoho
Zoho CRM, Desk, Bigin. Native PhoneBridge integration. Standard / Professional / Enterprise / Ultimate editions supported. Setup time: ~12 minutes.
Common settings (all three CRMs)
Once you’ve connected a CRM, every integration exposes the same per-tenant settings on the Integrations → CRM page in the VeloPBX Web Portal at https://pbx.fortis-tele.com:8887:
| Setting | Description | Recommended default |
|---|---|---|
| Create new contacts from softphone | Allow agents to create CRM contacts from PortSIP ONE | On |
| Contact lookup order | Order in which the CRM is searched (Contacts → Leads → Accounts) | Default order |
| Lookup condition | Always query CRM, or only when not found in PBX contacts | Always |
| Auto-log call activities | Write a CRM activity for every completed call | On |
| Auto-log call recording | Attach recording link to the activity | On (if recording is enabled) |
| Secure recording URL | Use a signed/expiring URL for recording links | On |
Need a CRM that’s not on this list?
Salesforce, Pipedrive, and other CRM platforms are on PortSIP’s roadmap. If you need a specific platform, contact us — we prioritize integrations based on customer demand.
Permissions required
Configuring CRM integration requires a tenant administrator with Full Access to the Integrations module. Tenant admins with View Only can see the connection status but cannot connect or modify CRM settings.