Link VoIP PBX to HubSpot or Salesforce for click-to-call and pop-ups.
Almost every cloud PBX has a marketplace app for the major CRMs. Click-to-call runs via a browser extension, screen pop via webhook or native integration.
Try this first
- 1Check if your PBX has an official HubSpot or Salesforce app, custom webhook is last resort.
- 2Install the browser extension on users and link to their extension.
- 3Verify number normalisation: CRM must store +31 with country code or inbound will not match.
- 4Test inbound, outbound, and an unknown number to confirm a 'new contact' flow.
When to bring us in
Pop-up sometimes works and sometimes does not: standardise number formatting in CRM via a bulk update before deeper troubleshooting.
See also
- Voys, BelXS or RoutIT, which cloud PBX fits?Three popular NL platforms, differences are admin UI, partner model and per-user price.
- Teams Phone: Calling Plan, Direct Routing or Operator Connect?Three ways to connect PSTN to Teams, cost and management differ a lot.
- 3CX: self-host on VPS or take 3CX cloud?Self-host saves licence, but you own SBC, backup and updates.
None of the above fits?
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