Back Oct 10th, 2023
🗃️☎️ CRM & phone integrations

This week we’re announcing 5 integrations that they’ve recently released:

  • CRM integrations: Salesforce, HubSpot, and Close
  • Phone integrations: Dialpad and Aircall

CRM Integrations


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We now support integrations with three CRMs: Salesforce, HubSpot, and Close. With each integration you can:

  • import and sync customers and accounts
  • sync activities (such as meetings, calls, notes, and tasks) from the CRM to Atlas
  • sync tickets and notes from Atlas to the CRM

One important note: due to API throttling from the CRMs, it can take up to 24 hours for the initial sync of your CRM data into Atlas, depending on how many contacts and accounts you have in your CRM.

Phone integrations


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We now support integrations with two phone apps: Dialpad and Aircall. With these integrations you can:

  • start calls from Atlas (click on the phone icon in the contact card at the top right of the info pane)
  • see all call activity in your customer timeline (calls in and calls out)
  • view transcription and call recordings in timeline events when available