Integrations for Modern Teams
Connect TrioPBX with your CRM to log calls, pop contact records, sync notes, and trigger workflows — including Voice AI summaries.
Plug TrioPBX Into Your CRM
Start with one of our ready-to-go connectors. Each integration supports call logging, screen pops, click-to-call, and Voice AI note sync.
Salesforce
Native CTI experience: screen pops on inbound, auto-log calls to Contacts/Leads/Opportunities, attach Voice AI summaries to Activities.
- Click-to-call from records
- Call recording links
- Disposition & follow-up tasks
Zoho CRM
PhoneBridge-ready: one-click dial, auto-log calls to Leads/Contacts/Deals, and push Voice AI notes into Activities.
- Screen pops on inbound
- Call outcomes & notes
- Workflow triggers
HubSpot
Log every call to Contacts/Deals, show caller context instantly, and attach Voice AI call summaries to the timeline.
- Click-to-call in CRM
- Recording & sentiment notes
- Task automation
New: Voice AI Agents + CRM
Let Voice AI answer, qualify, and summarize calls — then push the summary, transcript, and disposition directly into your CRM records.