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Drive Success and Improve Productivity with Clearly Cloud CRM Integration
Integrating your CRM software with Clearly Cloud can enhance your user workflows by allowing agents to dial by clicking directly on contacts in CRM, attach call recordings, notes, and log other important information automatically. Custom automation and integrations are also possible using Zapier and Webhooks, allowing you to unleash advanced data-driven workflows throughout your organization.
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CRM Integration
Immediate Customer Insights Upon Answering a Call
Streamlined caller lookups with automatic screen pops help personalize your customer experience, ensuring your agents are more informed about past interactions when making decisions.
Clearly Cloud automatically pushes call history and caller information simultaneously to your CRM and Call Panel, allowing Click to Call from your CRM and displaying call popups within your CRM on inbound calls. Automated workflows can trigger alerts and follow-ups, ensuring no customer inquiry or sales opportunity falls through the cracks–enhancing overall customer satisfaction and operational efficiency.
Supported CRMS
How it Works
We’ve developed a new system called “Spoke” which enables the real-time integration of a wide variety of connected systems with Clearly Cloud.
Spoke works by sending event notices like “ringing”, “answered”, etc. to integrated systems like CRM platforms, Zapier integrations, or Webhook.
When a call is initiated or received, Spoke can automatically capture and sync call history and caller information across both your CRM and Clearly Cloud’s Call Panel. This integration facilitates click-to-call functionality directly from your CRM, real-time call popups within the CRM interface for inbound calls, and much more.
These automated processes can reduce the need for manual data entry, minimize errors, and significantly enhance team productivity and customer responsiveness.
