Skip to content
Integrations · Yeastar

Yeastar integration with CRM

A Yeastar PBX links to the CRM directly: calls, recordings, and analytics on how the sales team works.

Included in the plan

What you get inside the CRM

Click-to-call

Dial from the customer card, without switching to the phone.

Call recordings

Conversations are saved on the customer and available to the owner at any time.

Missed calls under control

Every missed call becomes a task with an owner.

AI review

Transcription and a score for the conversation without listening to recordings by hand.

AI call analysis in shamCRM: conversation transcript and a manager score against a checklist

How to connect

  1. 1

    Choose Yeastar in the Integrations section.

  2. 2

    Turn on event forwarding in the PBX settings and enter the address from the CRM.

  3. 3

    Map extensions to employees.

  4. 4

    Make a test call.

If something does not work — we will connect it for you during the free trial.

Connect Yeastar to the CRM free for 14 days

We will open full access, help set up the integration, and show the system on your processes.

Workspace opens immediately · 14 days free · no card