Increase Efficiency with CRM Integrations

March 13, 2020

CRM Integrations from Level365 allow you to connect your Level365 service to your CRM or business systems so you can increase efficiency throughout your organization.

Gain access to a full sales automation platform and seamlessly capture prospect and customer interactions. Plus, work more efficiently by unlocking instant click-to-call, automatic call logging, caller info screen-pops, and advanced call analytics.

Level365 offers the following CRM Integrations options:

(1) CRM Connect Lite for Chrome

CRM Connect Lite is a free Google Chrome plug-in offering database-driven screen pops using APIs for popular web-based applications such as HubSpot, Netsuite, Salesforce, Zendesk, and more. The plug-in also recognizes any phone number presented in Google Chrome and transforms it into a clickable link for seamless click-to-call. There is also recent call history information, including inbound, outbound, and missed calls.

CRM Connect Lite Integrations:

Active Campaign
AgencyBloc
Blitz Lead Manager
ConnectWise
Copper
Drift
eAgent
eLead
Freshdesk
Freshsales
HubSpot
Infusionsoft
Insightly
Keap
LeadMaster
Lighthouse
Nutshell
Propertyware
QuickBase
Redtail
Salesforce
Snap Vantage
Spokeo
SugarCRM
vTiger
Zendesk
Zoho

Learn more about using CRM Connect Lite.

(2) Level365 CRM Connect Pro

This Windows-only service is $6 per month per user and offers more features than CRM Connect Lite for Chrome. Popular features include contact screen popping, click-to-call, recent call history, contact searching, and easily creating new contacts while on the phone. Available applications include Act! 2010+, ConnectWise, Microsoft Dynamics, Netsuite, Salesforce, SugarCRM, Zendesk, and more.

Level365 CRM Connect Pro Integrations:

ACT 2010+
Autotask
ConnectWise
Desk.com
GoldMine
Infusionsoft
Microsoft Outlook
NetSuite
Salesforce
Salesforce Lightning
Sugar CRM
Zendesk
Zoho

Learn more about CRM Connect Pro or contact our Support Team to get started using CRM Connect Pro.

(3) Tenfold

Tenfold is our most advanced CRM Integration option. This service is available for $25 per month per user. It offers the most features of any option, including the following:

Caller Screen Pops (Inbound and Outbound)
Automatic Call Logging (Inbound and Outbound)
Capture Notes Seamlessly
Click-to-Call
Relate Calls to Existing Opportunities, Tickets, Cases
Create New Contacts
Native API Integration

Tenfold CRM Integration Options:

Bullhorn
Microsoft Dynamics (Dynamics 365)
Netsuite
Salesforce
ServiceNow
SugarCRM
Zendesk

(4) Microsoft Teams Connector

The Level365 Microsoft Teams Connector lets you seamlessly connect your business phone service within Microsoft Teams®. It is the best of both worlds; high-quality voice service with all the call control features you need from Level365 available within your Teams platform.

With this integration, you can:

Access the call control features through Level365 including Auto Attendant, Call Flows, Spam Protection, and more.
Make & receive calls in Teams from the desktop or mobile app using Level365 service.
Use your Level365 phone number, extension, call flows, call routing, hunt groups, and more while using Teams.

Note: This integration requires appropriate licenses from both Microsoft and Level365.

Get the most out of your Level365 service with tools that improve communications and collaboration. Join a 30-minute live Webinar using the most popular advanced features of the Level365 Web Portal and Mobile App, including our new Video Collaboration & Screen Sharing solution. Unable to join live? Watch an on-demand replay here.

About Level365: Level365 offers a complete Unified Communications as a Service (UCaaS) solution with enterprise voice that is customizable and scalable for your business. Our service seamlessly integrates communication among desk phones, computers, and mobile devices to improve efficiency and collaboration. The UC platform extends beyond voice communications with Unified Messaging, Presence, Chat/SMS, Video Collaboration, Cloud Faxing, CRM Integrations, and more.

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