Setup guides

How to connect CallPal to your CRM and to your phone carrier, step by step — where the credentials live, what syncs, and what gets written back after a call.

Connect CallPal to HubSpotSync your HubSpot contacts, companies, deals and tickets into CallPal, call them from the browser, and have every call written back as a native HubSpot call. Setup takes about two minutes.
Connect CallPal to Zoho CRMSync your Zoho leads, contacts, accounts and deals into CallPal, call them from the browser, and have every call written back to the record as a native Zoho call. Setup takes about two minutes.
Connect CallPal to PipedriveSync your Pipedrive persons, organizations and deals into CallPal, call them from the browser, and have every call written back to Pipedrive’s own call log. Setup takes about two minutes.
Connect CallPal to ActiveCampaignSync your ActiveCampaign contacts into CallPal, call them from the browser, and have every call written back to the contact record automatically. Setup takes about five minutes.
Connect CallPal to AttioSync your Attio records into CallPal, call them from the browser, and have every call written back to the record it came from. Setup takes about two minutes.
Connect CallPal to Capsule CRMSync your Capsule people and organisations into CallPal, call them from the browser, and have every call written back to the record it came from. Setup takes about two minutes.
Connect CallPal to CloseSync your Close leads and contacts into CallPal, call them from the browser, and have every call written back to Close as a native call activity. Setup takes about two minutes.
Connect CallPal to CopperSync your Copper people, companies and leads into CallPal, call them from the browser, and have every call written back to Copper as a native activity. Setup takes about two minutes.
Connect CallPal to InsightlySync your Insightly contacts, leads and organizations into CallPal, call them from the browser, and have every call written back to the record it came from. Setup takes about five minutes.
Connect CallPal to Less Annoying CRMSync your Less Annoying CRM contacts and companies into CallPal, call them from the browser, and have every call written back to the record it came from. Setup takes about two minutes.
Connect CallPal to NimbleSync your Nimble people and companies into CallPal, call them from the browser, and have every call written back to the record it came from. Setup takes about five minutes.
Connect CallPal to noCRM.ioSync your noCRM.io leads into CallPal, power-dial them from the browser, and have every call written back to the lead it came from. Setup takes about five minutes.
Connect Telnyx to CallPalOpen a Telnyx account, buy a number, create the SIP login CallPal dials through and connect it as a trunk — about ten minutes from start to first call.
Connect Twilio to CallPalCreate a Twilio Elastic SIP Trunk with a Credential List, allow the countries you call and connect it to CallPal as a trunk — about twenty minutes on a paid Twilio account.
Connect Flowroute to CallPalFund a Flowroute account, buy a US number and register CallPal with your Flowroute SIP credentials — about fifteen minutes once the account can call.
Connect VoIP.ms to CallPalFund a VoIP.ms account, switch it to E.164 dialing, buy a number and create the sub account CallPal registers as — about fifteen minutes once the account can call.

Need a guide for a connector that is not here yet? Write to [email protected] and we will walk you through it — and then write it up.