How to Set Up Embedded CRM Integrations in MYbOnline

Modified on Fri, 10 Apr at 11:42 AM

The CRM Integration Add-On connects your bOnline VoIP phone system directly to your CRM, giving you click-to-call, automatic contact syncing, and in-CRM call insights. With the self-service setup in MybOnline, you can add, configure, and activate CRM integrations for supported platforms in a few minutes.

What you can do

Add CRM integrations directly from MybOnline.
Configure HubSpot (embedded marketplace integration).
Configure other supported CRMs such as QuickBooks, Odoo, and more.
Use your CRM and VoIP phone together without installing extra connector apps.

Access the CRM Integrations page

Log in to the MybOnline portal.
Select Integrations from the left-hand menu.
You will see two integration types: Official Marketplace Integration and All Integrations (200+ CRM integrations).

The Integrations page in the MybOnline portal showing Official Marketplace Integration and All Integrations sections.

Add the CRM Integration Add-On

Once you are on the Integrations page, you can locate your CRM in two ways:

Use the Search integrations bar at the top of the page.
Browse integrations using the Category dropdown.

Locate your CRM and select Add on the integration card to begin setup.

The Integrations page showing the search bar, category dropdown, and the Add button on a CRM integration card.

A pop-up will appear showing that the CRM is being enabled, a user selector (if you have multiple users), and a monthly pricing confirmation.
Select the user who should receive the add-on.
Tick Accept Additional Monthly Charges.
Select Accept.

The CRM add-on pop-up showing the user selector, monthly pricing, and the Accept Additional Monthly Charges checkbox with the Accept button.

Billing for the add-on begins as soon as you accept.

Configure the integration

After adding the add-on, a configuration window opens automatically. If you close it by mistake, return to the Integrations page and select Configure.

Inside the configurator:

Your CRM is already pre-selected.
Fields are auto-filled where possible (for example, the +44 phone prefix).
Daily automatic sync is already enabled.

To complete the configuration:

Select Connect.

The CRM integration configuration window showing the pre-selected CRM, auto-filled fields, and the Connect button.

Log in using your CRM credentials.
Approve the requested access permissions.

The CRM login screen requesting credentials and access permissions.

Select Next, then select Finish.

Once complete, the integration card will show Active and appear under the Active Integrations heading. You can see which users have the CRM add-on enabled by checking the small user initial icons displayed on the integration card.

The Integrations page showing an active CRM integration card with user initial icons and the Active status.

Special steps for embedded integrations (HubSpot)

After the integration is active:

On the integration card, select Connect to Phone.

The active HubSpot integration card showing the Connect to Phone button.

This opens the official HubSpot Marketplace listing.
Because you are already logged into HubSpot, the installation will appear instantly.
Follow the HubSpot on-screen prompts to finish pairing your VoIP phone with HubSpot.

The HubSpot Marketplace listing for the bOnline phone app showing the installation prompts.

This final step enables:

HubSpot pop-ups for inbound calls.
Call activity logging.
Full HubSpot and VoIP sync.

Configure the integration for additional users

If the CRM integration is already active, you can enable the add-on for additional users without reinstalling the integration.

Go to Integrations in the MybOnline portal.
Locate the active integration you want to configure.
Select the Add User + button on the integration card.

The active integration card showing the Add User + button.

Enable the CRM Add-On.
Select which user(s) the add-on should be enabled for.
Confirm the changes.

The CRM add-on configuration pop-up showing the user selector and confirmation options.

Once saved, the CRM add-on will be enabled for the selected user. You can see which users have the add-on enabled by checking the user initial icons on the integration card.

The active integration card showing user initial icons for users with the CRM add-on enabled.

Using CRM Connect (other CRMs)

For CRMs like QuickBooks, Odoo, Zoho, and many more, once you complete the configuration window, setup is complete. No marketplace installation or extra downloads are required.

Multiple CRM support

A single user can configure multiple CRMs even though the add-on is only purchased once per user. For example:

Enable QuickBooks
Then configure Odoo
Then configure another CRM

The add-on remains tied to the user, and each CRM they configure stays available under Configure or Active depending on setup status.

The Integrations page showing multiple active CRM integrations configured for a single user.

Video guide

Watch the video below to see how to add and configure a CRM integration in the MybOnline portal.