1CRM Contact Lookup

Automatically lookup incoming callers in your CRM

Overview

Your customer support team shouldn’t have to waste valuable time looking up customer information before they can start helping a caller. Our contact lookup integration pulls information about incoming callers directly from 1CRM. That means you know exactly who you’re talking to before you even answer the call. Need more info about the customer? You can easily view their profile with a single click – no need to manually search on another platform during a call. You can provide a better customer experience by pulling information from your CRM, so you don’t need to waste the caller’s time asking for information you already have. You are more efficient, your customers are happier, and you don’t need to rely on manual work to easily access useful and up-to-date information.

Who is it for?

If you’re using 1CRM, we recommend using this integration to enhance your telephony experience. This integration is perfect for anyone who regularly receives incoming calls and needs easy access to customer information.

How it works

When you receive a call within the Telavox platform, our API will automatically look up the caller’s info in 1CRM. You’ll see key details directly in the call widget, as well as a handy link to view the caller’s profile if you need more information.

Getting started

Select the integration from the Telavox app directory and follow the installation instructions. Use the admin portal to assign licences to your team. Already a Telavox customer? Check out our support & installation document

Questions about integrations?

Contact sales, your Customer Success Manager or one of our certified partners to learn more.