Virtual phone systems—or voice over internet protocol (VoIP) software—offer an alternative to the traditional desk phone that can limit your flexibility. Also called cloud phones, VoIP platforms are phone systems that only need an internet connection to allow you to receive and make calls from a desktop, laptop, or mobile phone.
Many VoIP platforms also allow you to do much more than make phone calls and include features like customer relationship management (CRM) software, phone recording, SMS messaging, and more. If it sounds like the future of the business phone, that's because it is.
But if you've decided to use VoIP software to help you manage your business communications, how do you make sure it plays nicely with your other critical business apps? We've laid out a few ways to take your virtual phone system to the next level with automation.
Quickly respond to new leads
Wake up in the middle of the night worried about which customers might have fallen through the cracks? Following up with new leads is vital to business growth, and if you don't cultivate leads promptly, you could lose business.
Take the stress out of lead cultivation and automate the process. By creating automatic workflows, you can connect your VoIP software to your lead generation tool, allowing you to quickly respond to new leads.
Send 8x8 SMS messages with new Facebook Lead Ads leads
Facebook Lead Ads + 8x8
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Work takes you on the go, but you still need to know about leads traffic. This integration can help. Automatically send an SMS message in 8x8 whenever a new lead is detected Facebook Leads Ads.
Trigger OpenPhone SMS messages when new Typeform forms are filled out
Typeform + OpenPhone
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This Zapier integration will automatically send an SMS message from your OpenPhone number whenever a new entry is made on Typeform. Whether you want to send a quick confirmation to clients or prospects, this Zap lets you do it without any effort.
Manage your support requests
It's just a regular Tuesday morning, but then you look at your support inbox, and it's got more messages than you ever imagined possible. Fortunately, you set up a Zap to automatically respond to support tickets from your VoIP platform, so all your customers have already received an email from you ensuring that you've heard their call.
By connecting your virtual phone system and customer support management tool, you can automatically follow up with your customers so that they have a great support experience. Plus, you can ensure that support tickets and calls get tracked so nothing falls through the cracks.
Create Freshdesk tickets based from new 8x8 SMS messages
8x8 + Filter by Zapier + Freshdesk
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It will be very inconvenient for your customers to request or create a ticket by getting them to log in first to your Freshdesk service. With this integration, creating a ticket is just one 8x8 SMS message away. All a customer needs to do is to send an SMS message and a Freshdesk ticket will be created automatically.
Create new Help Scout conversations for new calls to your Dialpad Call Centre
Dialpad + Help Scout
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Nix manual data entry and let your agents focus on your most important asset: your customers. With this Zapier integration, calls to your support lines automatically create new conversations in Help Scout, freeing agents to use their time to better serve your customers, whether it's finding a new answer or simply driving a more personalized touch.
Create Zendesk tickets from new Toky calls
Toky + Zendesk
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Turn your inbound and outbound calls in actionable Zendesk tickets. For every call registered in Toky, Zapier will create a Zendesk ticket so you don't have to worry about manually registering calls.
Stay up to date on everything
All you did was take off a few hours on Friday afternoon, but somehow you still feel like you missed so much. Unfortunately, the fear of missing something important can put a drag on the time you take off from work—but no more.
Stay up to date on everything by connecting your communication or task management tool of choice with your VoIP platform. That way, you can stay informed on what's happening and what needs to get done all in one place.
Send 8x8 SMS messages as Slack channel messages
8x8 + Slack
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Update your operations team through a Slack channel message whenever a customer sends an inquiry or response via a 8x8 SMS message. Reduce downtime responses and keep your team in the loop without needing a single click or keystroke.
Create ClickUp tasks for newly-missed OpenPhone calls
OpenPhone + Filter by Zapier + ClickUp
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Never miss a follow-up. This integration will create a new ClickUp task with the details of the missed call. Set up with Zap, and whenever you get a missed call, Zapier will automatically create a new task for you in ClickUp.
Create Asana tasks for new calls to Dialpad
Dialpad + Asana
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When your tools talk to each other, great work can happen. With this Zapier integration, you can stay on task (and on track) by automatically logging new calls as tasks to Asana. This way when it's time to revisit activity or follow up on a to-do, everything is where you need it to be.
Create and update contacts
Calls are coming in non-stop, and you can't keep track of all the new contacts. It's a great problem to have—people want what you've got—but a problem nonetheless. If you can't keep track of the new contacts, you will miss out on the growth opportunities.
Keep track of all the calls coming into your virtual phone system by minimizing your manual tasks and creating a workflow that automatically creates or updates a contact in your CRM (and vice versa). That way, you can focus on the client conversations instead of stressing about who might be slipping through the cracks.
Add new Copper leads as contacts in OpenPhone
Copper + Filter by Zapier + OpenPhone
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Do you wish you could tell when a prospect is calling you? With this integration, you can automatically save every new lead from Copper CRM as a contact in your OpenPhone address book. This way, you know when a lead is calling (or messaging) and can see their name, not just their phone number.
Create Zoho CRM leads from new Dialpad calls
Dialpad + Zoho CRM
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If you've been struggling to keep up with manual data entry, you're not alone. With this integration, Zapier and Dialpad help take a few steps off your team's plate by automating lead gen based on new inbound calls. That means less note-taking and more time connecting with prospects.
Create or update a contact in Highrise from a call registered in Toky
Toky + Highrise
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Turning callers into leads is very easy. Use this Toky and Highrise integration to add a note and create a contact for every call received in Toky.
Save new Pipedrive leads as contacts in OpenPhone
Pipedrive + OpenPhone
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Do you wish you could tell when a prospect is calling you? This integration will automatically save every new lead from your Pipedrive CRM as a contact in your OpenPhone address book. This way, you know when a lead is calling (or messaging) and can see their name and not just phone number
Smoothly add your virtual phone system to your tech stack
VoIP software is a powerful way to take your business phone to the next level. With Zapier, you can automate repetitive tasks so that you can focus on the more important things—like meaningful conversations with your customers.
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