The CRM Integration Add-On lets you connect your VoIP phone system directly to your CRM, giving you click-to-call, automatic contact syncing, and in-CRM call insights. With the new self-service setup in MYbOnline, you can add, configure, and activate CRM integrations for supported platforms in just 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 MYbOnline.
Go to Integrations from the left-hand menu.
You’ll see two integration types:
Official Marketplace Integration
All Integrations (200+ CRM integrations)
Add the CRM Integration Add-On:
Once you're on the Integrations page, you can locate your CRM in two ways:
Use the Search integrations bar at the top of the page or browse integrations using the Category dropdown.
Once you locate your CRM, click Add on the integration card to begin setup.
A pop-up appears showing:
The CRM is being enabled
A user selector (if you have multiple users)
Monthly pricing confirmation
Select the user who should receive the add-on.
Tick Accept Additional Monthly Charges.
Click Accept.
As soon as you do this, billing for the add-on begins.
Configure the Integration:
After adding the add-on, a configuration window opens automatically.
If you close it by mistake, don’t panic. Simply return to the Integrations page and click Configure.
What you’ll see inside the configurator:
Your CRM is already pre-selected.
Fields auto-filled where possible (e.g., +44 phone prefix).
Daily automatic sync is already enabled.
To complete the configuration:
Click Connect.
Log in using your CRM credentials.
Approve the requested access permissions.
Click Next and then Finish.
Once done, the card will show Active and can be found under the Active Integrations heading. You can quickly see which users have the CRM add-on enabled by checking the small user initial icons displayed on the integration card.
Special Steps for Embedded Integrations
After the integration is Active:
On the integration card, click Connect to Phone.
This opens the official HubSpot Marketplace listing.
Because you’re already logged into HubSpot, the installation will appear instantly.
Follow the HubSpot on-screen prompts to finish pairing your VoIP phone with HubSpot.
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 My bOnline.
Locate the Active Integration you want to configure.
Click the Add User + button on the integration card.
Repeat the same process used when first adding the add-on:
Enable the CRM Add-On.
Select which user(s) the add-on should be enabled for.
Confirm the changes.
Once saved, the CRM add-on will be enabled for the selected user. You can quickly see which users have the CRM add-on enabled by checking the small user initial icons displayed on the integration card.
Using CRM Connect (Other CRMs):
For CRMs like QuickBooks, Odoo, Zoho, and many more, once you complete the configuration window, you’re done. No marketplace, no extra downloads.
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.
Watch the Setup Video
Prefer a quick walkthrough? Watch the video below to see how to add and configure a CRM integration in MYbOnline.
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