Business Critical Integration Options
Integrated Customer Experience
We deliver a fully integrated customer experience stack with Advanced IVR, Zultys Flex and Zultys Flex Plus, and Data Connect. Together, these three components offer end-to-end visibility of every customer interaction, seamlessly embedded within your team’s most critical tools and workflows.
Before the Call
Advanced IVR uses caller ID and/or input to query your CRM. It surfaces key info and routes the call to the right agent for a more informed service from the very first interaction.
At the Time of the Call
Flex and Flex Plus show real-time customer details and history. Agents get instant screen pops with CRM records for faster, more personalized service. Flex Plus even lets you pick from multiple contact matches.
After the Call
Data Connect syncs call data, notes, and recordings to your CRM. Everything’s tracked, stored, and shared automatically, all in one place.
The more integrations you enable, the more connected and complete your customer journey becomes. While each solution can function independently, using them together unlocks deeper CRM integration and delivers a unified, data-driven customer experience.
Advanced IVR
Handle high call volumes, complex workflows, and specialized routing with ease. Advanced IVR uses built-in variables customized by caller ID, DID, time, or date to deliver a better experience for both customers and agents.
Advanced IVR queries your CRM and other data sources before the call connects — pulling key details using caller ID or input. That means better context from the start.
Agents see real-time CRM data in ZAC before they answer. Notes, fields, and history show up instantly, so they’re ready to help right away.
Flex
Flex pops customer info as soon as a call comes in, automatically searching for the caller’s name and number on a configured CRM, social network, search engine, or online database — no more flipping screens or manual lookups.
Flex supports integration with over 20 CRMs, including ConnectWise, HubSpot, Microsoft Dynamics, NetSuite, Pipeline, SugarCRM, and Zoho. Additionally, Flex supports integration with both web-based and desktop applications, providing a versatile solution for your business needs.
Your team gets the data they need, when they need it — so they can focus on people, not clicks.
Flex Plus
Flex Plus is an add-on to basic Flex that expands your reach — unlocking screen pops with 100+ CRMs right out of the box.
Admins can securely connect CRMs and customize layouts with powerful, built-in tools. If your CRM isn’t listed, we’ll work with you to add it.
Flex Plus is built to grow with your business and adapt to whatever comes next.
Data Connect
Data Connect logs call data from your MX system directly into your CRM — automatically, after every session.
Get everything in one place: call duration, caller ID, direction, result, dialed number, SMS, WebChat, CAD, and even media files like voicemails and recordings. For post-call transcriptions, media files can be transferred to third-party services.
Coupled with MX Archive, Data Connect allows you to efficiently monitor team performance directly within your CRM, reducing the need to look at multiple data sources.
Integration is rarely a blocker with Data Connect. If it can receive data, we can likely push to it. We’ve done countless integrations—but more importantly, we’re not limited by what we’ve already done.
Capabilities Breakdown of Flex, Flex Plus, and Data Connect
Microsoft Integration
We seamlessly integrate with Microsoft tools to make communication easier and smarter across Teams, Outlook, and Exchange.
Optimize Microsoft Teams With Zultys
ZAC for Teams
The ZAC for Teams application allows Microsoft Teams users to integrate Zultys’ powerful communication tools directly into the Teams interface. With this integration, users can manage all their Zultys communications — phone calls, SMS & MMS, call groups, and voicemail escalation — within the familiar Teams environment, bringing unified collaboration to a single pane of glass.
ZAC for Teams offers advanced call management and SMS features that go beyond what standard Teams provides. Best of all, no additional Microsoft Teams Phone license is required. Zultys premium and contact center users have access to ZAC for Teams features at no extra cost.
Direct Routing for Teams
For those who don’t need the advanced capabilities provided by ZAC for Teams but want to leverage Zultys’ robust phone system in the back end, Direct Routing for Teams offers an alternative solution.
This option routes calls through the Zultys system, allowing access to flexible call routing, complex auto attendant configurations, comprehensive call handling rules, and the ability to make and receive calls from desktop phones — even for users without a Teams account. Zultys’ security features also provide an extra layer of reliability and peace of mind for your business communications.
Zultys for Outlook Extension
Schedule and manage ZAC conferences straight from your Outlook Calendar. Add join links, dial-ins, and attendee details with a click. New and updated conferences sync between Outlook and ZAC instantly.
Zultys Outlook Communicator & Zultys Microsoft Exchange Communicator
With Zultys Outlook Communicator, you can click-to-dial from Outlook and see user presence based on calendar availability.
With Zultys Microsoft Exchange Communicator, users can sync voicemail and fax to email, complete with call-back details and with an option to enable message transcription. When users read or delete the email message, the voicemail or fax message status on the Zultys system will reflect the change
Salesforce Integration
Zultys Salesforce Communicator enhances agent productivity with integrated call controls within Salesforce. Customer service agents can manage calls directly from a contact record, utilizing features like click-to-dial, hold, park, transfer, and recent call activity tracking.
We embed full call controls in the sidebar of every Salesforce page, so your team never has to switch tabs. Screen pops show customer info as soon as the call comes in.
Call notes, history, and logs are auto-saved for easy tracking. Works with Salesforce Professional, Enterprise, and Unlimited Editions — along with Lightning Ready compatibility.
