Business Critical Integration Options
CRM Integration
Our Unified Communications 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.
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. 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 sales 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 option within Flex that enables screen pops with over 80 CRM systems. Flex Plus also offers enhanced CRM-specific functionality, including the ability to view and select from multiple contact matches that share the same phone number. The Flex Plus configuration tool allows the customer’s administrator to securely enter CRM credentials. Admins can configure specific actions and customize screen pop layouts based on the CRM. Flex Plus is designed to grow with your business. It supports scalability, allowing you to easily adapt and integrate new CRM systems as your needs evolve.
Microsoft Integration
Zultys seamlessly integrates with Microsoft tools to enhance communication and collaboration. 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. 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 Microsoft applications.
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. Unlike Microsoft’s Teams Phone, Zultys offers these enhanced telephony features at no extra cost.
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 & Exchange Communicator
Zultys Outlook Communicator and Exchange Communicator enhance 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. Voicemail messages are transcribed and emailed directly to the inbox, complete with call-back details. Additionally, users can easily send fax and voicemail files by dragging and dropping them as attachments. Exchange Communicator also enables automatic delivery and synchronization of voicemails and faxes to the user’s email client on Windows-based PCs. When a user reads or deletes an email message on their PC, the voicemail or fax message state on the MX system updates accordingly.
Salesforce Integration
Salesforce Communicator enhances agent productivity with integrated call controls within Salesforce.com, seamlessly connecting your phone system to the Salesforce CRM application suite. Agents can manage calls directly from a contact record, utilizing features like click-to-dial, hold, park, transfer, and recent call activity tracking. The Zultys system call control panel is conveniently embedded in the sidebar of every Salesforce.com page, ensuring quick access to essential call functions. For inbound calls, screen pops instantly display all known account details, allowing employees to view customer information the moment they answer. Additionally, Salesforce Communicator simplifies call note capture, improving service quality and customer interactions. Fully integrated with 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, Salesforce Communicator streamlines communication and optimizes workflow within Salesforce.
