Do we need to change our CRM?

No. The integration connects to your existing CRM. No configuration changes required.

What if our CRM is not on either list?

Contact us. Red Cactus covers 200+ systems, and the API option allows custom integration with most systems.

Does screen pop work for outbound calls?

Yes. Click to dial opens the contact record, and some configurations pop records for manually dialled numbers too.

How long does setup take?

Typically a few hours per user. Go Cara installs as a desktop client, Red Cactus as a browser plug-in. Both are configured centrally.

Can we use CRM integration with Microsoft Teams?

Yes. Red Cactus supports Teams Calling. Go Cara is specific to UC XCEL (BroadWorks).

Does it work with industry-specific CRMs?

In most cases yes. Red Cactus supports specialist systems including practice management, property, and field service platforms. Contact us to confirm your specific CRM.

CRM Integrations — Go Cara & Red Cactus | Phone-to-CRM Automation | PCONNECT

CRM Integrations

Connect your phone system to your CRM. Know who is calling before you answer, log calls automatically, and spend less time on admin.

Get in Touch 1300 049 211

Why Integrate

Manual Call Logging vs Automated CRM Integration

See how CRM integration eliminates manual data entry and gives your team context on every call.

Manual Call Logging

Staff manually type call notes into the CRM after every call

Incoming calls show a phone number — no context until you answer

Missed calls require checking voicemail and searching the CRM separately

Outbound calls require copying numbers from CRM to the phone

Call activity data is incomplete because staff skip logging when busy

No connection between phone system and customer records

Automated CRM Integration

Every call logged automatically to the correct CRM contact record

Screen pop shows caller name, company, and history before you pick up

Missed calls link directly to the CRM contact for one-click callback

Click-to-dial from any CRM record — no copying numbers

Complete call activity data flows into CRM reporting automatically

Phone system and CRM work together as a single workflow

BroadWorks Native

Go Cara (Go Integrator Cara)

CRM integration built specifically for BroadWorks. Best for UC XCEL customers with a mainstream CRM.

Screen pop on inbound calls — see the CRM contact before answering

Click to dial — call any number in your CRM with one click

Automatic call logging to contact records

Manual contact creation from unknown numbers

Missed call pop-ups with caller details and CRM links

Supports Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics, and more

Multi-Platform

Red Cactus

Vendor-agnostic integration platform — 200+ CRM/ERP systems, 50+ VoIP platforms. Best for UC XPRESS, Teams Calling, 3CX, or less common CRMs.

Screen pop, click to dial, and call logging across 200+ CRM systems

Works with UC XCEL, UC XPRESS, Teams Calling, 3CX, and more

Browser plug-in, embedded CRM, or API deployment options

Flexible integration engine for unusual CRM systems

Custom field mapping and workflow triggers

Supported CRMs

CRM & Business System Compatibility

Go Cara and Red Cactus support a wide range of CRM, ERP, and business systems. Here are some of the most common.

Salesforce

CRM

HubSpot

CRM

Microsoft Dynamics 365

CRM

Zoho CRM

CRM

Pipedrive

CRM

Freshdesk

Helpdesk

Zendesk

Helpdesk

ServiceNow

ITSM

ConnectWise

PSA

Autotask

PSA

ServiceM8

Field Service

simPRO

Field Service

MYOB

Accounting

Xero

Accounting

Salesforce Health Cloud

Healthcare

Cliniko

Healthcare

LEAP

Legal

Actionstep

Legal

PropertyMe

Property

AgentBox

Property

Productivity

What CRM Integration Delivers

The real value of CRM integration is the time saved on every call and the data captured automatically.

Know who is calling before you pick up — context from the first second

Eliminate manual call logging — every call is recorded in the CRM automatically

Reduce misdials with click-to-call from any CRM record

Faster follow-up — missed calls link directly to the contact for callback

Better reporting — call activity data flows into your CRM analytics

Comparison

Which Should I Choose?

Go Cara

Best for UC XCEL (BroadWorks) + popular CRM (Salesforce, HubSpot, ServiceM8). Desktop client deployment.

Red Cactus

Best for any platform, unusual CRM, or API integration. 200+ systems supported. Browser plug-in deployment.

FAQ

Frequently Asked Questions

Ready to Talk?

CRM integrations are available as an add-on to any PCONNECT voice service. Contact us to confirm compatibility.

Get in Touch 1300 049 211