How to Set Up Embedded CRM Integrations in MYbOnline

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

1. Log in to MYbOnline.

2. Go to Integrations from the left-hand menu.

3. You’ll see two integration types:

   • HubSpot (Official Marketplace Integration)

   • CRM Connect (General CRM integrations)

Add the CRM Integration Add-On

• On the integration card, click Add.

• A pop-up appears showing:

  • The CRM 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.

• A CloudCTI user account is automatically created in the background.

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.

Special Steps for HubSpot (Embedded Integration)

After the integration is Active:

• On the HubSpot 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.

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.

Where to See Which User Has the Add-On

If you have multiple users, you may need to check who the CRM add-on is assigned to. You can find this under My bOnline → Users & Devices → Add-Ons. This displays each user and whether CRM Integration is enabled for them.

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