net2phone Integrate

Connect apps and automate workflows, without coding.

Create integrations and automated workflows between net2phone and your business apps by dragging triggers, connecting actions, and setting logic on a canvas.

Connect 100+ apps

Your phone system, CRM, calendar, and helpdesk, connected.

AI Agent Connectivity

Have your AI agent trigger workflows and actions in real time.

No Code Required

Build and deploy workflows without a developer.

Enterprise Security

Encryption, RBAC, and HIPAA audit logs built in.

HOW INTEGRATE WORKS

Build automated workflows visually

Draw your workflow by dragging triggers and actions on a visual canvas, connect them with lines, and your automation goes live.

MAIN-11

STEP 1

Choose what starts the workflow

Start from any event on your phone or apps: a missed call, incoming SMS, voicemail, or scheduled time.

STEP 2

Define what happens next

Update your CRM, send an email, post to Slack, create a ticket, or chain actions across multiple tools.

STEP 3

Define the workflow logic

Define the rules of your workflow, like routing by team, filtering by condition, looping through records, and more.

INTEGRATIONS

The tools you use, ready to connect

Connect net2phone to 100+ apps, so every call, message, and interaction can trigger actions across your business.

Unite

Trigger workflows from calls, voicemails, SMS, messages and video calls automatically.

uContact

Trigger workflows when calls escalate, queues spike, or interactions complete.

AI Agent

When a conversation ends or escalates, trigger follow-up workflows across your tools.

Coach AI

When a call is flagged or a score threshold isn't met, notify managers and trigger coaching workflows.

Salesforce

Log calls, create leads, and update contacts automatically after every interaction. No manual entry required.

Zoho CRM

Keep deals, contacts, and activity current based on what actually happens on a call.

Gmail

Trigger follow-up emails automatically based on call outcomes, voicemails, or CRM updates.

Outlook

Automatically send follow-up emails from your Outlook inbox when a call ends, a voicemail comes in, or a record changes.

Google Calendar

Schedule appointments and send reminders triggered by calls, messages, or booking activity.

Microsoft Calendar

Automatically create and update calendar events based on calls, messages, and customer activity.

Calendly

When a meeting is booked or changed, trigger notifications, reminders, and CRM updates automatically.

Google Sheets

Add call data, outcomes, and customer details into your spreadsheets in real time.

Microsoft Excel

Automatically log call activity, outcomes, and customer details into Excel as they happen

Slack

Get the right people notified instantly when a call is missed, escalated, or completed.

Microsoft Teams

Add call summaries, alerts, and updates to the right channel automatically.

Jira

Turn inbound calls and messages into tracked tickets without anyone manually filing them.

Square

Connect customer and payment activity to your communication workflows.

Google Contacts

Keep contact records current and consistent across your tools automatically.

Microsoft Contacts

Automatically create and update contacts based on calls, messages, and CRM activity.

Urable

Trigger workflows from job completions, bookings, and customer activity automatically.

Cloudbeds

Connect guest reservations and property activity to your communication workflows.

Odoo

Sync customer data and trigger workflows based on activity across your operations.

Zoho Desk

Turn support tickets into automated workflows, route, notify, and follow up automatically.

and more

AI Agent Integration

Put your AI assistant to work, across every tool

Connect your AI agent to your business tools through Integrate and get a personal assistant that takes action on your behalf.

CALENDAR MANAGEMENT

Never lose time scheduling

Books the meeting, logs it in your CRM, and sends the invite with one request.

EMAIL DRAFTING

Follow-ups write themselves

Pulls your call details and writes the email, ready to send.

Message Prioritization

Always know what needs attention

Scans your inbox and surfaces what needs attention first, so nothing urgent gets buried.

REMINDERS

Never miss a follow-up

Creates the follow-up task in your CRM, and sets the reminder simultaneously.

interaction summarization

Capture every conversation

Captures the summary and updates the record across your tools automatically.

INFORMATION RETRIEVAL

The answers you need, in seconds

Pulls up contact history, call notes, deal details, or account activity without you having to dig for it.

APIS AND WEBHOOKS

Don't see your tool? We can still connect it.

If your CRM, internal platform, or custom-built system isn't on the list, net2phone platforms support custom API calls and webhooks, so we can connect it to any web service, push data into any system, and build workflows around the tools unique to your business.

Ready to automate?

Spend less time on the manual

See how you can connect all your tools so that everything between conversations is logged, routed, and automatically followed up on.