Zultys Integrations
The Zultys phone system is more than just a phone platform — it can act as a real-time integration point between your phones, your business systems, and your data.
This page outlines the types of custom integrations we can design and support on top of a Zultys system to match your workflows, tools, and operational needs.
What “Custom Integration” Means
A custom integration allows your phone system to:
- Exchange data with other platforms
- React to real-time business conditions
- Display useful information to staff automatically
- Reduce manual steps during calls
- Improve caller experience and staff efficiency
If a system can expose data via an API, webhook, or structured web request, it can usually be integrated into your phone system.
Supported Integration Categories
CRM & Business System Integrations
Your phone system can integrate directly with CRM and line-of-business platforms.
Supported capabilities include:
- Automatically identifying callers by phone number
- Linking calls to contacts, companies, cases, or tickets
- Logging inbound and outbound calls
- Attaching call recordings (when licensed)
- Displaying call history inside your CRM
Business benefits:
- Staff instantly know who is calling
- Fewer missed details
- Cleaner call tracking and reporting
Real-Time Caller Lookup & Data Enrichment
When a call occurs, we can fetch information about the phone number from an external system and attach it to the call.
Examples of data that can be retrieved:
- Customer or patient name
- Account or file number
- Company name
- Status flags or notes
This information can:
- Appear in call logs
- Be passed to your CRM
- Be used to influence call routing
- Be shown to staff before answering
Common industries:
- Healthcare
- Professional services
- Support desks
- Sales teams
Automatic Screen Pops & Web Page Launching
Instead of searching for a caller manually, the system can automatically open the correct page for your staff.
Examples:
- Open a CRM contact record when the phone rings
- Launch a patient chart in a secure portal
- Open an existing ticket or case
- Deep-link to an account using the caller’s number
This happens automatically and requires no user action.
IVR & Call Flow Automation
Zultys call menus (IVRs) can interact with external systems in real time.
Supported use cases include:
- Dynamic call routing based on live data
- Changing menu options without re-recording prompts
- Pulling information from internal systems or databases
- Making routing decisions based on business rules
This allows your phone system to stay aligned with your operations without manual changes.
Dynamic Voice Prompts & Text-to-Speech
Instead of using static recordings, the phone system can generate spoken messages dynamically.
Examples:
- Dial-by-name directories
- Staff lists that update automatically
- Announcements generated from live data
- Personalized or contextual messages
This eliminates the need to re-record prompts when staff or information changes.
SMS & Caller Interaction Workflows
Your phone system can trigger SMS messages and other actions during a call.
Examples:
- Caller enters their phone number and receives an SMS
- Send links, instructions, or follow-up information
- Automated confirmations or notifications
This is useful for after-hours support, self-service options, and reducing call handling time.
Status-Aware & Website-Driven Messaging
Your phone system can change behavior based on the state of an external website or status page.
Examples:
- Detect an outage or maintenance event
- Automatically update greetings or announcements
- Adjust call routing during incidents
- Inform callers before they reach an agent
This keeps messaging accurate and consistent without manual updates.
Reporting, Analytics & Call Data Export
Call data can be exported or integrated into external systems for reporting and analysis.
Examples:
- Call volume and trend analysis
- Missed call tracking
- Department or team performance reporting
- Feeding data into dashboards or BI tools
What We Typically Need to Build an Integration
To design a custom integration, we usually need:
- The system you want to integrate with (CRM, portal, database, etc.)
- How calls should behave or change
- What data should be displayed, logged, or acted upon
- Any compliance or security requirements
We handle the technical design and implementation.
What This Is Not Limited To
Custom integrations are not limited to:
- A specific CRM vendor
- A single industry
- Static workflows
If your process involves phones, data, or real-time decisions, it can usually be automated or enhanced.
Next Steps
If you’re interested in a custom Zultys integration:
- Describe your workflow
- Identify the systems involved
- Explain what you want staff or callers to experience
We can then design an integration that fits your environment.