Connect TrioPBX with Your CRM

Why integrate TrioPBX with your CRM?

Every call tells a story—who called, who answered, what happened, and what should happen next. TrioPBX captures the operational detail and sends it to your CRM automatically. That means cleaner data, faster follow-ups, better coaching, and more revenue opportunities.

Key benefits at a glance

• Zero manual logging: Calls are recorded in your CRM automatically with direction, duration, outcome, and owner.
• Better follow-ups: Dispositions and notes make next steps obvious. Missed calls create tasks so nothing slips.
• Accurate reporting: Sales and service dashboards reflect reality—no more guesswork.
• Coach faster: Link call recordings to deals, tickets, and contacts for rapid QA and training.
• Happier teams: Reps and agents spend time selling and supporting—not updating systems.

Zoho CRM + TrioPBX

For teams growing on Zoho, TrioPBX enriches the Calls module and timelines so your sales and support activity is unified. Leverage Zoho’s flexible modules to align call outcomes with your pipeline stages and service SLAs.

Highlights

• Automatic call entries on Contacts/Leads with direction, duration, and outcome.
• Owner mapping keeps accountability clear across sales and support.
• Recording links (optional) enable quick context for coaching and QA.
• Custom fields supported to mirror your internal processes.

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Salesforce + TrioPBX

For organizations operating at scale, TrioPBX aligns with Salesforce objects, ownership, and processes—so calls roll into the right records and reports. Managers get activity clarity, and revenue teams get tighter execution.

Highlights

• Automatic Tasks with call duration, disposition, and ownership.
• Associations to Contacts/Leads and Accounts/Opportunities where relevant.
• Recording links (optional) surface context on the activity timeline.
• Supports approvals, validation rules, and enterprise governance.

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HubSpot + TrioPBX

For modern go-to-market teams, TrioPBX brings call activity into HubSpot so marketing, sales, and service share a single customer timeline. Outcomes drive lists, workflows, and SLAs without extra admin work.

Highlights

• Call activities on Contacts with direction, duration, and disposition.
• Recording links (optional) provide instant context in the timeline.
• Outcome-driven lists and automation for follow-ups and SLAs.
• Flexible mapping to support your lifecycle and pipelines.

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Business impact you can measure

• Higher contact rates: Disposition-driven lists help teams focus on the next best actions.
• Faster cycle times: Automated tasks and assignments keep momentum on every deal or ticket.
• Better coaching: Recording links and outcomes surface trends and call quality gaps.
• Cleaner data: Standardized outcomes and ownership improve reporting accuracy.
• Less admin: Teams spend more time with customers and less time updating systems.

Plays you can run immediately

• Missed-call safety net: Create auto-tasks for the owner on every missed call with SLA timings.
• Voicemail workflows: If outcome = “Left Voicemail”, queue an SMS/email follow-up.
• Hot-hand transfers: Mark “Transferred” outcomes and route the next step to the closer or senior rep.
• QA sampling: Auto-tag random recorded calls each week for coaching.