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Voiply + Zurmo Integration for Smarter Calling and CRM Sync

Connect VoIPly with Zurmo to bring calling and customer data together, cut manual steps, and move conversations forward faster.

What You Get with the Voiply Zurmo Integration

Connecting Voiply with Zurmo pulls your calling and customer info into one clean workflow. No extra tabs. No guessing who’s calling. Everything your team needs shows up the moment the phone rings.

This setup gives your team real power. They get instant caller insights, faster dialing, automatic updates, and a smoother day from start to finish. Support reps respond quicker. Sales teams follow up easier. Nobody wastes time digging through screens.

Teams love this integration because it removes friction and busywork:

Caller details right when the phone rings
One-click outbound dialing

Accurate records inside Zurmo

Better reporting for leaders who need clarity

When tools connect, the job gets easier. That’s what this integration delivers.

A Seamless Phone and CRM Workflow Your Team Will Love

The Voiply + Zurmo integration creates a simple, predictable flow for your team. Calls start with context. Updates land in the right place. Everyone stays organized without thinking about it.

Support teams can greet customers confidently. Sales teams don’t lose time bouncing between tabs. And the system handles the data cleanup behind the scenes, so nothing slips through the cracks.

Most phone setups force your team to juggle tools all day. Voiply fixes that. By pairing your calls directly with Zurmo, your team gets a lighter workflow and a stronger foundation to handle every customer moment.

Why Voiply + Zurmo Helps Your Team Work Faster

Your team wins when they move quickly. Voiply plus Zurmo removes wasted clicks and gets real customer info in front of your reps right when they need it. The result is simple: better conversations, faster follow-ups, and fewer dropped tasks.

This integration helps everyone stay focused on the work that matters instead of wrestling with tools. When the pace picks up, your team stays steady.

Screen Pops, Click-to-Call, and CTI Tools That Save Time

Here’s what your team gets every day with Voiply + Zurmo:

Screen Pops

Every inbound call automatically searches Zurmo and shows the matching record. Your team knows who they’re talking to before they say hello. Supported in 80+ CRMs and websites.

Click To Call

See a phone number in Zurmo or anywhere online? Click it. Your Voiply extension rings, then dials out automatically. It’s the fastest way to move from “found the lead” to “calling the lead.”

Call History

Your team can check past calls right inside the Voiply Chrome extension. One click to call back. One click for a screen pop. No searching around.

Speed Dial Contacts

Load your top contacts into the extension and call them instantly. Perfect for sales teams hitting the same leads all day long.

Custom Links

Quick shortcuts back to PBX reporting are already built in. Less digging. More doing.

Call Logging

Inbound and outbound calls log automatically inside Zurmo when numbers match customer records. Supported for Salesforce, HubSpot, Pipedrive, Zoho, and Redtail. Clean data means better decisions and stronger follow-ups.

Automatically Log Calls in Zurmo for Cleaner Customer Data

Accurate notes and reliable records shouldn’t require extra effort. With Voiply + Zurmo, every call gets logged automatically. Your team stays focused on conversations instead of paperwork, and nothing falls through the cracks.

This means:

Better reporting
Better reporting
Consistent customer history
Stronger workflows across the whole company

Your CRM becomes more valuable because the data inside it stays clean.

How the Voiply + Zurmo Integration Works

Getting started takes minutes, not hours.

1. Install the Voiply Chrome extension

2. Connect your Zurmo account

3. Start making and receiving calls with instant context and automatic updates

No training needed. It just works.

Connect Voiply with Zurmo Today

Ready to connect Voiply with Zurmo? Turn it on and watch your workflow get lighter, faster, and easier for your whole team.

FAQs:

Does this integration work automatically, or do I need to set it up?

You install the Voiply Chrome extension and connect Zurmo. Everything runs automatically once linked.

Will I see caller details from Zurmo when the phone rings?

Yes. Screen pops instantly search Zurmo when calls come in.

Does click-to-call work on every page in Zurmo?

If a phone number is clickable, the extension can dial it.

Can calls be logged into Zurmo without extra steps?

If call logging is supported for your CRM, calls are logged automatically when numbers match a record.

Do I need to switch tabs to see call history?

No. It’s all inside the Voiply Chrome extension.

Is this integration good for sales teams?

Absolutely. It speeds up dialing, improves context, and keeps records clean.

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