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ModalCRM integration with UniTalk

Calls from the browser, with every UniTalk event in the CRM right away

UniTalk connects to the CRM with a SIP account and an event handler. SIP gives you calls right from the browser, with no desk phones. The handler sends a new call, the answer and the end of the call to the CRM — together with the talk time and the recording link.

14 days free Guide in the help center

What the integration gives you

See who is calling If the number is in the database the call window shows the customer's name marked “In database”, otherwise “New client”
Events reach the CRM at once A new call, the answer and the end of the call come from UniTalk the moment they happen
Log and recordings Direction, number, customer, status and talk time; if UniTalk sends a recording, the link is in the call card
A workstation for everyone Employees' PBX workstations are added under “Operator Lines” — each operator's outbound calls go through their own account
Missed calls are not lost The CRM creates a high-priority “Call back” task due in two hours by itself
Actions during the call Deal, lead, task, ticket, order or calendar booking — without hanging up

How to connect

  1. In the CRM open Settings → Integrations → “IP Telephony” block → the UniTalk card and copy the Webhook URL.
  2. In your UniTalk account, under API and automation → Event handlers, create a handler (POST, JSON) with this URL and assign it to the “New call”, “Answer” and “End” events.
  3. Under Users → an operator → “PBX workstation” copy the SIP server, login and password, paste them into the UniTalk card and save.

How to check the connection and what each diagnostics state means in the help center: Connecting telephony. If the state is “Rejected by provider” and the details are correct, write to info@modalcrm.com.

modalcrm.com/app
ModalCRM integration with UniTalk

Frequently asked questions

How much does the UniTalk integration cost?

Nothing extra. Calls are part of every paid plan from 900 ₴ a month per company with no limit on their number. Minutes are paid to UniTalk at its rates.

Do I need a separate app or phone?

No. You need a headset or microphone, Chrome or Edge, and browser permission for the microphone.

Can each operator call from their own account?

Yes. Create a workstation in UniTalk for each employee, add it in the card with the “+ Add Line” button and assign it to the operator. Inbound calls to a line ring all of the company's operators.

Can I connect UniTalk and another provider at the same time?

No. One telephony provider works at a time — the one whose card was filled in last. Binotel, Zadarma, Ringostat, CallsApp and your own SIP are also available.

We will connect UniTalk together with you

Write in the site chat or to info@modalcrm.com — we help with the SIP details and the event handler and check a test call. The first 14 days are free, no card.

14 days free See the demo
14 days free