If you're running a sales team and your calls, texts, and CRM aren't talking to each other, you're leaving money (and sanity) on the table. This guide is for anyone tired of juggling tabs, copy-pasting call notes, or wondering if their sales reps are actually following up. We'll walk through how to integrate Justcall with your CRM—without assuming you're a software engineer or that you have an IT department on standby.
Let’s be real: integrations can be a headache. But if you do it right, you’ll spend less time clicking around and more time actually selling.
Why Bother Integrating Justcall With Your CRM?
Before we get into the weeds, it’s worth asking: is this even worth the trouble? Here’s the honest take:
What works: - Automatic logging: Calls, texts, and voicemails show up in the right place, so you don’t have to type up notes after every call. - Click-to-call: Start calls from inside your CRM, no more dialing by hand. - Better tracking: See call history, recordings, and outcomes alongside your deals.
What doesn’t: - If your CRM’s integration is half-baked, you might get incomplete logs, weird syncing errors, or just more tabs to manage. - If your team won’t actually use the features, none of this matters.
Who should skip it: If your sales team is tiny, does everything by email, or your CRM is just a glorified Rolodex, you might not need this.
Step 1: Check Compatibility (Don’t Skip This)
Not all CRMs play nice with Justcall. Here’s what you need to do before you even log in:
- Supported CRMs: The big ones—Salesforce, HubSpot, Pipedrive, Zoho, and a handful of others—are supported natively. If you’re on something obscure, double-check Justcall’s integration page (open in a new tab; I’m not trying to steal your spot here).
- User permissions: You’ll usually need admin rights on both Justcall and your CRM to set up the integration. If you don’t, get someone who does.
- Plan limitations: Some integrations are locked behind higher pricing tiers. There’s nothing worse than getting halfway through setup and hitting a paywall.
Pro tip: Use a test account if you can. You don’t want to spam your real leads while figuring things out.
Step 2: Prep Your CRM (and Your Team)
Before connecting anything, tidy up your CRM:
- Clean your data: Merge duplicates, fix bad phone numbers, and archive dead leads. Otherwise, you’ll just get garbage in/garbage out.
- Standardize fields: Make sure your CRM uses the right fields for phone numbers (and that they’re in the correct format). Some integrations are picky about this.
- Warn your team: Let your reps know what’s coming. Otherwise, they’ll freak out when calls start auto-logging.
Don’t overthink this: You don’t need to spend hours cleaning up, but a quick pass will save headaches later.
Step 3: Connecting Justcall to Your CRM
Now for the main event. The process is pretty similar for most major CRMs, but here’s the general flow:
1. Log in to Justcall
- Head to your Justcall dashboard.
- Go to the “Integrations” section.
2. Find Your CRM
- Find your CRM in the integrations list. Click “Connect” or “Enable.”
3. Authenticate
- You’ll be prompted to log in to your CRM (and sometimes grant permissions). This is where you need admin access.
- Approve whatever permissions Justcall asks for. Read them, but honestly, you’ll have to say yes or nothing works.
4. Configure Settings
- Decide what gets synced: calls, texts, recordings, voicemails.
- Pick which users or teams are connected—don’t hook up your personal account by accident.
- Set logging preferences (e.g., log every call, only answered calls, etc.).
5. Test It
- Make a test call or text from within your CRM.
- Check if it logs correctly in both places.
Heads up: Some CRMs take a few minutes to sync. Don’t panic if you don’t see results right away.
Step 4: Set Up Click-to-Call and Auto-Logging
This is where the magic (should) happen. Here’s what to look for:
Click-to-Call
- Most integrations add a small phone icon or button next to contacts in your CRM.
- Clicking it should launch Justcall’s dialer, or start a call in your browser.
- If you’re being forced to copy-paste numbers, something’s wrong.
Auto-Logging
- After a call/text, a log entry (sometimes called an “activity” or “note”) should appear on the contact or deal record.
- Call recordings and voicemails should link automatically.
- If you see duplicate entries or missing info, double-check your integration settings.
Warning: Some integrations only log calls if you use the click-to-call button—not if you dial from your phone. Make sure your team knows this.
Step 5: Customize for Your Workflow
Out of the box, most integrations are “good enough,” but you can get more mileage if you tweak a few things:
- Custom fields: Map custom CRM fields (e.g., source, lead owner) to your Justcall logs if your CRM allows it.
- Call disposition: Set up call outcomes (e.g., “no answer,” “left voicemail”) so it’s easy for your team to update call results.
- Notifications: Set up alerts for missed calls, new voicemails, or hot leads. But don’t go overboard—no one reads 50 notifications a day.
Pro tip: Automate follow-up tasks based on call outcomes if your CRM supports it. For example, create a task if a call goes unanswered.
Step 6: Train Your Team (and Yourself)
You can have the slickest integration in the world, but if your sales team ignores it, it’s pointless. Here’s how to actually get them on board:
- Do a live demo: Show the team how click-to-call and auto-logging work—don’t just send a how-to email.
- Make a cheat sheet: One-pager with screenshots goes a long way.
- Set expectations: Make it clear which calls, texts, and notes need to be logged (and how).
- Ask for feedback: If something’s clunky, fix it or adjust your process.
Step 7: Troubleshooting and What to Watch Out For
Integrations break. Features don’t always work as advertised. Here’s what to do when things go sideways:
- Logs not showing up? Check permissions, double-check you’ve connected the right accounts, and make sure you’re using the click-to-call feature.
- Duplicate records? This usually means your CRM has duplicate contacts or the integration is set to log at both the contact and deal level.
- Missing recordings or voicemails? Some CRMs don’t support file attachments. You might only see a link to the recording in Justcall.
- Weird formatting or time zones? Annoying, but common. Set your default time zone in both Justcall and your CRM, and check your number formatting.
Don’t waste hours: If you hit a wall, reach out to Justcall support or your CRM’s help desk. Most issues are common and already have a fix.
Is It Worth Adding More Automation?
A lot of people get excited and try to automate everything right away—call routing, advanced workflows, even AI call summaries. Here’s the deal:
- Start simple: Get the basics (calls and texts logging correctly) working first.
- More automation = more things to break. Only add more complexity if you know exactly what you want to automate.
- Ignore the shiny stuff: Features like “AI-powered sentiment analysis” are rarely accurate enough to be useful for most teams.
Keep It Simple and Iterate
Connecting Justcall to your CRM should make your life easier, not more complicated. Start with the basics, make sure your team actually uses the integration, and don’t be afraid to turn off features you don’t need. If something feels clunky, tweak your setup or try a different workflow. You can always get fancy later—but getting the basics right will save you more time (and sanity) than any so-called cutting-edge feature.
Now, go make some calls—without all the copy-pasting.