Elevate integrations
Elevate CRM integration and screen pop
When the phone rings you should already know who is calling. Elevate connects to your CRM, Outlook and Microsoft 365 so caller details appear on screen and conversations are linked to the right customer.
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Why it matters
The disconnect between phone and CRM
Staff search while the customer waits
Looking up a caller after the call has connected wastes time and sounds unprepared.
Notes live in the wrong place
Conversation details stay in a head or a notepad rather than on the customer record.
Contacts are duplicated
Phone books, Outlook and the CRM each hold a different version of the same people.
What you get
How Elevate connects
Screen pop
Caller information appears automatically on incoming calls, so you can greet people by name with their history in front of you.
CRM integrations
Connect to supported CRM and helpdesk systems. CRM integrations are part of the Pro licence.
Outlook integration
Work with calendar and contacts from the tools you already use.
Microsoft 365 contact sync
Business contacts can be synchronised from Microsoft 365 so the phone book stays current.
Single sign-on
Administrators can use Azure single sign-on for simpler, more secure access.
Open APIs
Intermedia publishes APIs, so custom integrations are possible where a ready-made connector does not exist.
Make every call context-rich
The first ten seconds of a call set the tone. If the person answering can see the caller’s name, company and recent activity, they can skip the preliminaries and get straight to helping. Screen pop does that automatically, which is why sales, account management and support teams tend to value integration more than any other single feature.
Check your CRM is supported
Elevate integrates with a range of popular CRM and helpdesk platforms. Support differs between systems, and some features depend on the licence, so we confirm your exact CRM and the behaviour you expect before you commit. If you use a niche system, the published APIs may allow a bespoke connection.
We also offer a separate CRM integration service across our phone systems, which you can read about on that page.
Keeping contacts tidy
Choose one source of truth for contacts and let the others follow it. For most Microsoft 365 organisations that is the directory or the CRM, with Elevate reading from it. We help you decide and set up the sync so that new starters, customers and suppliers appear in the right places automatically.
Your questions answered
Does Elevate integrate with CRM systems?+
Yes. Elevate supports CRM integrations, which are included with the Pro licence, and caller information can appear on screen when a call comes in.
What is screen pop?+
Screen pop automatically displays caller details on your screen when a call arrives, so you can see who is calling and their history before you answer.
Does Elevate work with Outlook?+
Yes. There is an Outlook integration, and business contacts can be synchronised from Microsoft 365.
Can you integrate our CRM if it is not on your list?+
Possibly. Intermedia publishes APIs, so a custom link may be feasible. We will review your system and be honest about what is achievable.
Do I need the Pro licence?+
CRM integrations are part of the Pro licence. Other integrations such as Outlook and contact sync are available more widely. We confirm this in your quote.
Is there a cost for integration work?+
Standard connectors are normally configuration only. Bespoke work is quoted separately in advance.
Before we scope an integration
- ✓ Which CRM or helpdesk you use
- ✓ What should happen on an incoming call
- ✓ Whether you need click-to-dial
- ✓ Which users need the integration (Pro licence)
- ✓ Who owns the master contact list
Related
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Pricing and Licences
Express, Essentials and Pro compared, and what drives the monthly cost.
Free guide · 7 pages
The UK business guide to the Elevate phone system
- ✓Every feature, explained
- ✓Express, Essentials and Pro compared
- ✓2027 ISDN switch-off checklist
- ✓Ten questions to ask any supplier
Why choose CBC
Phones, networks and security from one UK team
We are committed to giving every customer the best possible phone and networking solution for their business, then supporting it for the long term.
- 24/7 UK-based supportReal engineers, any hour, no overseas call centre.
- One-to-one serviceA named CBC engineer who knows your setup.
- Grows with youAdd users, sites or features without changing supplier.
- Customer satisfaction firstClear quotes, fixed pricing and honest advice.
Get a free quote
Tell us what you need and we will reply as soon as possible, usually the same working day.