CRM Integration

Your Dialer &
CRM — As One

Softdial integrates with every major CRM. Agents see customer data before the call, and every call auto-logs — no manual entry.

Leadsquared Zoho CRM HubSpot Freshsales Salesforce Custom API
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Integration Types

5 Ways to Connect Your CRM

Softdial supports multiple integration patterns — choose what fits your workflow.

🔔

Webhook Push

Softdial sends call events (connect, hangup, disposition) to your CRM in real time. Zero polling. Instant data.

🖼️

Iframe Embed

CRM contact page opens inside agent screen on call connect. No context switching. Already supported.

📥

REST API Pull

Softdial fetches customer info from CRM when a call rings. Agent sees full history before speaking.

📞

Click-to-Call

Agent clicks a number in CRM → Softdial dials automatically. Works from any CRM record page.

📤

Disposition Sync

When agent submits feedback after a call, Softdial pushes disposition + recording URL to CRM lead.

🔧

Custom Webhook

Configure any HTTP endpoint, map any field, choose any event. Works with any system that has an API.

Integration Guides

Step-by-Step for Every CRM

Leadsquared

🥇 Top Pick — India
Type: Webhook + REST API
Difficulty: Easy
Time: 2–3 days

What you get

✓ Auto call log via Activity API
✓ Lead update on disposition
✓ Click-to-call from LSQ
✓ Contact popup on inbound

Setup Steps

  1. 1 Get LeadSquared API Key & Secret from Settings
  2. 2 In Softdial Admin → CRM Integration → Add Leadsquared
  3. 3 Enter API key, secret, and your LSQ account URL
  4. 4 Map disposition codes to LSQ activity types
  5. 5 Test with one call — auto activity appears in LSQ

API Endpoint Example

POST https://api.leadsquared.com/v2/LeadManagement.svc/Lead.LogActivity

Zoho CRM

🥇 Most Versatile
Type: Iframe + Webhook + Click-to-Call
Difficulty: Easy
Time: 2–3 days

What you get

✓ Phone Bridge integration
✓ Contact popup on call
✓ Auto call log in Zoho
✓ Click-to-call from CRM

Setup Steps

  1. 1 Zoho CRM → Setup → Phone Bridge → Add Softdial
  2. 2 Generate Softdial API token from Admin panel
  3. 3 Configure webhook URL in Zoho Workflows
  4. 4 Enable CRM popup in Softdial Campaign settings
  5. 5 Test click-to-call from a Zoho contact record

API Endpoint Example

GET /third-party/call/<token>/<number>/

HubSpot

🥈 Sales Teams
Type: Calling SDK + Webhook
Difficulty: Medium
Time: 3–4 days

What you get

✓ HubSpot Calling Extension
✓ Auto call log in CRM
✓ Contact info in dialer
✓ Disposition → Deal stage update

Setup Steps

  1. 1 HubSpot Developer Portal → Create Calling App
  2. 2 Set Softdial iframe URL as calling provider
  3. 3 Configure inbound webhook for call events
  4. 4 Map Softdial dispositions to HubSpot deal stages
  5. 5 Install app in your HubSpot portal

API Endpoint Example

POST https://api.hubapi.com/crm/v3/objects/calls

Freshsales

🥈 Easy Setup
Type: REST API + Webhook
Difficulty: Easy
Time: 2–3 days

What you get

✓ Auto-create call notes
✓ Contact lookup by phone
✓ Disposition → lead status update
✓ Click-to-call from Freshsales

Setup Steps

  1. 1 Freshsales → Admin → API Settings → Copy API key
  2. 2 Add Freshsales config in Softdial Admin → CRM
  3. 3 Set webhook URL for call events
  4. 4 Map phone fields (mobile/work)
  5. 5 Test by dialing a Freshsales contact

API Endpoint Example

POST https://<domain>.freshsales.io/api/calls

Salesforce

🥉 Enterprise
Type: Open CTI Adapter
Difficulty: Advanced
Time: 1–2 weeks

What you get

✓ Open CTI integration
✓ Salesforce Task creation
✓ Account/Contact popup
✓ Call log with recording URL

Setup Steps

  1. 1 Salesforce → Setup → Call Center → Create new Call Center
  2. 2 Upload Softdial CTI adapter definition XML
  3. 3 Assign users to the Softdial call center
  4. 4 Configure Salesforce connected app OAuth
  5. 5 Map call objects to Salesforce Tasks/Activities

API Endpoint Example

POST /services/data/v58.0/sobjects/Task/

Custom / Any CRM

🔧 Universal
Type: Generic Webhook
Difficulty: Easy
Time: 1–2 days

What you get

✓ Any webhook endpoint
✓ Configurable field mapping
✓ Per-event triggers
✓ JSON payload customizable

Setup Steps

  1. 1 Softdial Admin → CRM Integration → Custom Webhook
  2. 2 Enter your CRM's webhook URL and auth header
  3. 3 Select trigger events (connect, hangup, disposition)
  4. 4 Map Softdial fields to your CRM field names
  5. 5 Test → check CRM receives correct payload

API Endpoint Example

POST https://your-crm.com/api/call-event
API Reference

Softdial REST API Endpoints

Use these endpoints to integrate Softdial with any external system.

Endpoint Method Purpose
/third-party/create-token/ GET Generate auth token for external system
/third-party/call/<token>/<number>/ GET Click-to-Call from any CRM
/third-party/hangup/<token>/ GET Hangup active call from CRM
/CRM/ContactInfo/ GET / POST Get or update contact info
/Contacts/ContactStatus/ POST Update call status in real time
/api/get-dispo/ GET Fetch disposition list for campaign
/api/get-contact-info/<id>/ GET Get customer details by contact ID

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