Integrations
CRM integrations: connect DialerBee to the tools you already run
Native OAuth for the CRMs you ask for most, a REST API and webhooks for everything else, and a developer portal behind all of it.
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Quick answer
How does DialerBee integrate? DialerBee connects to HubSpot and Salesforce over native OAuth, and to Zoho CRM, Microsoft Dynamics and Pipedrive through a REST API, real-time webhooks and an optional CRM iframe that embeds the agent desktop inside the CRM. Tenants who want a CRM built into the platform can use BroadNet CRM natively. Calendars connect over OAuth too: Google Calendar and Microsoft 365, at the organisation level and per agent. Messaging runs through WhatsApp Business via BroadNet OmniChannel, with HMAC-verified webhooks. For anything else, the developer portal issues per-tenant API keys and documents a webhook event catalogue that powers no-code connections to Zapier, Make and Google Sheets.
CRM
Keep the CRM as the record, keep the desktop for the call
Native OAuth for the two most-requested CRMs, REST API plus webhooks and a CRM iframe for the rest, and a CRM built into the platform for tenants who want one less system.
Salesforce
Native OAuth connection: sync leads, contacts, dispositions and call recordings via API, webhooks and CRM iframe embedding.
Learn moreHubSpot
Native OAuth connection: push call outcomes and recordings into HubSpot and auto-create activities on contact timelines.
Learn moreZoho CRM
REST API, webhooks and CRM iframe embedding sync contacts, dispositions and call logs, bi-directionally.
Learn moreMicrosoft Dynamics
REST API, webhooks and CRM iframe embedding connect Dynamics 365 for lead management, call logging and activity tracking.
Learn morePipedrive
REST API, webhooks and CRM embedding drive automatic call logging, deal updates and activity creation in Pipedrive.
Learn moreBroadNet CRM
Native to the platform: caller enrich, screen-pop in the agent desktop, contact create, disposition push and a webhook handler.
Learn moreCalendar and email
One calendar, whichever one you already use
OAuth for the organisation and for each agent, so bookings made on a call land straight in the calendar people already check.
Messaging
The channel your customers already reply on
WhatsApp runs through BroadNet OmniChannel, with the same tenant, the same webhooks and the same audit trail as every other channel.
Automation
Wire call events into everything else you run
Webhooks and a REST API reach the no-code tools teams already use to move data between systems without writing an integration.
Zapier
No-code automation: trigger zaps on call events and dispositions, and push leads into campaigns.
Learn moreMake
Webhooks and REST API trigger Make scenarios, including complex multi-step automations, with no code.
Learn moreGoogle Sheets
Export call data and reports to Google Sheets, scheduled or on demand, and import lead lists into campaigns.
Learn moreHow a connection is made
Three integration methods, one developer portal
Every integration on this page uses one of these three methods. The method decides who sets it up and how data moves, not how deep the integration goes.
| Method | Data flow | Who configures it |
|---|---|---|
| Native OAuth | Your tenant authorises DialerBee once; tokens refresh automatically | You, in a few clicks; no developer needed |
| REST API + webhooks | You call the API or receive webhook events for call activity, dispositions and agent status | Your developer or integration partner, using the developer portal |
| CRM iframe | The agent desktop embeds inside the CRM's own screen, so the agent works from one tab | Your CRM administrator, following the setup guide on each integration page |
Used by: native OAuth for HubSpot, Salesforce, Google Calendar and Microsoft 365. REST API plus webhooks for Zoho CRM, Microsoft Dynamics, Pipedrive, Zapier, Make, Google Sheets and WhatsApp Business. CRM iframe as an optional add-on for Salesforce, HubSpot, Zoho CRM, Microsoft Dynamics and Pipedrive.
Developer portal
Build the connection that isn't listed here
A per-tenant API key and a documented webhook event catalogue cover call events, agent status, dispositions and compliance alerts.
Frequently asked questions
How does DialerBee connect to a CRM?+
Two ways. HubSpot and Salesforce connect over native OAuth, so a tenant authorises the connection once and DialerBee syncs leads, contacts, dispositions and recordings from then on. Zoho CRM, Microsoft Dynamics and Pipedrive connect through the REST API and webhooks, with an optional CRM iframe that embeds the agent desktop inside the CRM's own screen. Tenants who want one less system to run can use BroadNet CRM, built into the platform natively.
Do I need a developer to set up an integration?+
Not for HubSpot, Salesforce, Google Calendar or Microsoft 365, which connect over OAuth in a few clicks so you configure them yourself. Zoho CRM, Microsoft Dynamics, Pipedrive, Zapier, Make and Google Sheets use the REST API and webhooks, and are usually set up by a developer or an integration partner using the developer portal.
What calendars does DialerBee sync with?+
Google Calendar and Microsoft 365, both over OAuth, with a connection at the organisation level and at the per-agent level. Both give free-busy checks, event create, update and cancel, and change notifications, so a booking made during a call appears on the calendar people already check.
How does WhatsApp work with DialerBee?+
Through the BroadNet OmniChannel WhatsApp Business API: templates, interactive messages and HMAC-verified webhooks, scoped per tenant. It shares the same webhook event catalogue and audit trail as every other channel on the platform.
What can I build with the API and webhooks if none of the listed integrations fit?+
The developer portal issues a per-tenant API key and documents the full webhook event catalogue: call events, agent status, dispositions and compliance alerts. Anything that can call a REST API or receive a webhook can be wired to DialerBee, which is how the Zapier, Make and Google Sheets integrations on this page are built.
Is my data shared between tenants when I connect an integration?+
No. Every API key, OAuth token and webhook subscription is scoped to a single tenant, the same tenant isolation that applies to every other part of the platform.
Need a connection that isn't on this page?
Tell us the system and we will scope the fastest of the three methods above for it, on a live call with your own numbers.