Knowledge & Integrations
Connect calls and texts to your workflow.
A call that ends in PhoneMachine shouldn’t have to be retyped into your CRM. Native connections for Jobber, Salesforce, HubSpot, Google Sheets, and Slack — plus Zapier and raw webhooks for everything else — push calls, texts, bookings, and caller details into the systems your business already runs on.
- Answers from your services, hours, pricing, policies, and documents.
- Connects to tools through webhooks, API keys, Zapier, Slack, and CRM integrations.
- Keeps compliance and audit history visible as the phone system grows.
How it works
CRM Integrations
Field-service teams sync callers and jobs to Jobber; sales teams land qualified callers in Salesforce or HubSpot with the transcript attached; ops teams pipe call events to Slack or a spreadsheet. The AI summary rides along, so the record that shows up in your CRM already says why the customer called and what happens next.
For anything custom, API keys and webhooks expose the same events — new call, new message, new booking — to your own systems, in real time.
Answers from your services, hours, pricing, policies, and documents.
Connects to tools through webhooks, API keys, Zapier, Slack, and CRM integrations.
Keeps compliance and audit history visible as the phone system grows.
FAQ
Common questions
Which CRMs does PhoneMachine integrate with?
Jobber, Salesforce, HubSpot, Google Sheets, and Slack have connection paths, and Zapier plus webhooks/API keys cover virtually everything else.
What data gets synced?
Call events with the caller’s details, transcript, and AI summary, plus texts and bookings — so the CRM record explains itself.
Do I need a developer?
Not for the built-in connections or Zapier. Webhooks and API keys are there when you do want a developer to wire up something custom.
Which plans include integrations?
API keys and webhooks come with Business and higher; individual app connections vary by plan — check the pricing page for the current matrix.
Ready to test it?