Business Critical Integration Options
Streamline your operations and elevate your customer experience with Zultys’ powerful integration solutions. By seamlessly connecting your Unified Communications platform with leading customer relationship management (CRM) systems and business applications, you can unlock a wealth of data-driven insights, automate tedious tasks, and empower your team to deliver exceptional service.
CRM Integration
Our Unified Communications and Integrated Contact Center platform now seamlessly integrates with more CRM vendors and business applications than ever before. By integrating your CRM system with key customer touchpoints like phone calls, you can deliver a truly unified customer experience. With Zultys Flex and Flex Plus, a screen pop automatically displays caller information when a call is received. This provides agents with instant access to real-time account information and interaction history as soon as a call is connected, enabling personalized engagements and more efficient service. Flex and Flex Plus also allow users to view and select from multiple contact matches that share the same phone number.
Zultys Flex
Zultys Flex is an easy-to-use tool that displays a screen pop with a caller’s information when a call is received. Flex automatically searches for the caller’s name and number on a configured CRM, social network, search engine, or online database, eliminating the need to switch between screens and perform manual data entry during the call. Flex supports integration with over 20 CRMs, including ConnectWise, HubSpot, Microsoft Dynamics, NetSuite, Pipeline, SugarCRM, and Zoho. Additionally, Flex supports integration with both web-based and desktop applications, providing a versatile solution for your business needs. Empower your team with quick access to accurate and up-to-date customer data, enabling them to focus on what matters most — building relationships and closing deals.
Zultys Flex Plus
Zultys Flex Plus is an add-on to basic Flex that enables screen pops with more CRMs. Over 80 CRM systems are available out of the box. If it’s not on our list, work with us and we will work with you to add it! The Flex Plus configuration tool allows the customer’s administrator to securely enter CRM credentials system-wide. With Zultys Flex Plus, admins have additional configuration options to customize screen pop layouts, based on the CRM. We’ve designed Flex Plus to grow with your business as your business has more integration needs, allowing you to easily adapt and integrate new CRM systems.
Microsoft Integration
Zultys seamlessly integrates with Microsoft tools to enhance communication and collaboration for Microsoft users. ZAC for Teams embeds Zultys’ advanced telephony and messaging features directly into the Microsoft Teams interface, providing call management, SMS/MMS, and voicemail escalation—without requiring a Teams Phone license. For organizations with Teams that don’t need the comprehensive customer engagement capabilities that ZAC for Teams provides, we also offer the reliability of our phone system via Direct Routing for Teams. The Zultys for Outlook Extension streamlines conference scheduling by allowing users to create and manage ZAC meetings directly within their Outlook Calendar. Zultys Outlook Communicator and Exchange Communicator further boost productivity with click-to-dial, presence synchronization, voicemail transcription, and automatic email integration, ensuring a unified experience across your email and phone systems.
ZAC for Teams
The ZAC for Teams application allows Microsoft Teams users to integrate Zultys’ powerful communication tools directly into the Teams interface. With this integration, users can manage all their Zultys communications — phone calls, SMS & MMS, call groups, and voicemail escalation — within the familiar Teams environment, bringing unified collaboration to a single pane of glass. The ZAC navigation bar, featuring Zultys icons, is embedded right at the top of the Teams screen for easy access. This integration extends Teams’ native capabilities, offering advanced call management and SMS features that go beyond what standard Teams provides. Best of all, no additional Microsoft Teams Phone license is required. Zultys premium and contact center users have access to ZAC for Teams features at no extra cost.
Direct Routing for Teams
For those who don’t need the advanced capabilities provided by ZAC for Teams at the user and group level but want to leverage Zultys’ robust phone system in the back end, Direct Routing for Teams offers an alternative solution. This option routes calls through the Zultys system, allowing access to flexible call routing, complex auto-attendant configurations, making and receiving calls from a desktop phone for users without a Teams account, and Zultys’ security features — providing an extra layer of reliability and peace of mind for your business communications via Teams.
Zultys for Outlook Extension
The Zultys for Outlook Extension is an add-in that enables ZAC users to schedule and manage ZAC conferences directly within their Microsoft Outlook Calendar. By integrating ZAC conference scheduling into Outlook, the extension streamlines the scheduling process and offers greater convenience — especially for Web ZAC users. Users can quickly add ZAC conference details, including join links and call-in information, to new or existing calendar events in Outlook. Simply select the date and time and add attendees within Outlook. With a single click, the extension will create the conference in ZAC and insert the ZAC conference details into the Outlook event description. Any edits to the event that are made in Outlook can also be updated in the Zultys system with a single click.
Zultys Outlook Communicator & Zultys Microsoft Exchange Communicator
Zultys Outlook Communicator enhances productivity by integrating seamlessly with Outlook, allowing users to initiate calls with a simple click on a phone number in an email. Users can view coworkers’ presence status while composing emails, ensuring timely communication. Calendar synchronization automatically updates the phone system’s presence state based on Outlook calendar events.
At the administrative level, Zultys Microsoft Exchange Communicator (MSEC) can be set up so that when users receive voicemails through the Zultys system, the voicemail is emailed to the user’s Microsoft email client, complete with call-back details and with an option to enable message transcription. The synchronization provided by MSEC allows users to access their voicemails and faxes from their email client, and when the user reads or deletes the email message, the voicemail or fax message status on the Zultys system will reflect the change.
Salesforce Integration
Additionally, Salesforce Communicator simplifies call note capture, improving service quality and customer interactions. Fully integrated for Salesforce.com Professional, Enterprise, and Unlimited Edition customers — along with Lightning Ready compatibility — the solution unifies voice and CRM services into a single, collaborative customer response system. With automatic contact record retrieval for incoming calls and comprehensive call logging for efficient management reporting, our Zultys Salesforce Communicator streamlines communication and optimizes workflow within Salesforce.
