How long does it take to integrate Agilis with my CRM?

Native integrations with Salesforce, HubSpot, and Zoho take under 10 minutes. Search for your CRM in the directory, authorize access, and mapping is automatic for most standard fields.

Does Agilis support bi-directional sync?

Yes. Contact updates, new leads, and call dispositions sync in both directions. Changes in your CRM reflect in Agilis and vice versa in near real time.

Can I customize which CRM fields appear on screen-pop?

Absolutely. Configure screen-pop layouts per team or campaign — show deal value for sales, ticket priority for support, or any custom field from your CRM.

What if my CRM is not in the directory?

Use Agilis's REST API or webhook integrations to connect any system. Our solutions team can also build custom connectors for enterprise deployments.

← All features

CRM Telephony Integrations

Stop toggling between tabs. Agilis connects your contact center to 200+ business tools — so every call is logged, every lead is enriched, and every agent has full context before they say hello.

Conceptual diagram — illustrative, not to scale

One-Click Connect in 3 Steps

Choose Your CRM

Search Agilis's integration directory and select your CRM or helpdesk platform from 200+ supported apps.

Authorize Access

Click 'Connect' and sign in with your CRM credentials. Agilis requests only the permissions needed for call logging and screen-pops.

Start Calling Smarter

Agents see screen-pops on incoming calls, click-to-dial from any contact record, and every conversation is auto-logged — zero manual entry.

What Changes When Your Stack Is Connected

Screen-Pop on Incoming Calls

When a call arrives, the matching CRM record opens automatically — name, history, open tickets, and deal stage right on screen.

Click-to-Call from CRM

Agents click any phone number inside your CRM to dial instantly through Agilis. No copy-paste, no misdials.

Automatic Call Logging

Every inbound and outbound call is logged to the correct contact or deal with duration, recording link, and disposition — automatically.

Bi-Directional Lead Sync

New leads created in either system sync to the other in real time. Campaign lists stay fresh without CSV exports.

See What Agents See on Every Call

When a customer calls, Agilis matches the number to your CRM and pops the full contact profile before the agent picks up.

Supported CRMs and Platforms

Salesforce, HubSpot, Zoho CRM, Pipedrive, Freshsales, LeadSquared, Kylas

Build Custom Integrations with Our API

See CRM integrations on the Agilis platform →

Native sync for Salesforce, HubSpot and Zoho — part of one cloud communication platform.

Discuss Your CRM Integration →Dialer & IVR →Call Management →

Frequently Asked Questions

Connect Your Stack – See Integrations Live

Routes to the same central contact — CRM & Telephony Integration will be preselected.