Onoff Business × CRM Integration Guide

Onoff Business × CRM Integration Guide

Integrating Onoff Business with your CRM brings all your communication data directly into your system, automatically and reliably. This guide answers the most important questions in a clear, structured format so your team can set up the integration quickly and get the most value from it.

The Onoff Business × CRM integration automatically logs all mobile interactions, including calls, SMS, and voicemails, into your CRM. This eliminates manual data entry, improves reporting accuracy, and ensures your team always has a complete communication history.

The integration is available on Onoff Business Advanced and Max plans, and installation only takes a few clicks.

Requirements

Before installing the integration, you’ll need:

• Admin access to both Onoff Business and your CRM (HubSpot is used as an example)
• Or the email address of your CRM admin to authorize access

Setting up the integration is simple and only takes a few minutes.

Installation and Initial Setup

Step 1: Start the integration

From your Onoff Business Administration interface:

1. Open Integrations & API on the main page
2. Select your CRM (search bar available for convenience, e.g., HubSpot)
3. Click Integrate
   

Step 2: Authorize your CRM account

You’ll be redirected to your CRM to:

• Select your account
• Grant the required permissions
• Confirm the connection
  

Step 3: Connect Onoff numbers

After authorization, choose which numbers to integrate:

• Filter numbers by department
• Add or remove all numbers at once
• Select specific numbers manually
  

Once confirmed, the integration becomes active immediately. You can return anytime to add or remove users, disable the integration, or adjust settings.

Integration Settings and Configuration

The integration includes flexible settings that let you control exactly what gets synchronized. All configuration options are available under: Integrations & API → HubSpot → Settings

User and number management

Easily add or remove Onoff numbers from the integration to ensure only relevant users sync data to your CRM.

Path: Integrations & API → CRM (e.g Husbpot) → Settings → Manage

Timezone configuration

All activity logs follow the selected timezone. Choosing the correct timezone ensures accurate reporting and tracking.

Tip: Select your preferred time zone from the dropdown.

Call and SMS synchronization

Enable automatic syncing for:

• Incoming and outgoing calls
• Missed calls and voicemails
• Call notes, tags, and summaries
• All sent and received SMS messages
  

Note: Onoff automatically creates CRM contacts for numbers that exist only in your system and exports new or exclusive Onoff contacts whenever you call or text.

Call recordings and transcription

If call recording is enabled, recordings can also be sent to your CRM. Transcriptions allow automatic creation of tasks based on action items (can be turned off).

Important : For Hubspot, If you set up your CRM before November 13th, 2023, uninstall and reinstall the integration to activate call recordings.

Ticket logging

If your team uses CRM tickets, communication logs can automatically attach to relevant tickets.

Important: For Hubspot, If you set up your CRM before October 16th, 2024, reinstall the integration to enable ticket logging.

Automatic integration of new numbers

For teams that frequently add or reassign Onoff numbers, enable the Automatically integrate new numbers toggle. Once active:

• Newly created or reassigned Onoff numbers are automatically added to your CRM integration
• Ensures all team communications are synced without manual setup
  

Ideal for growing teams or departments with frequent onboarding.

Removing or Reinstalling the Integration

You can remove the integration at any time:

1. Go to Integrations & API → CRM → Settings
2. Click Remove (red button)
3. Confirm
   

Important: Removing the integration does not delete any data already synced. Past call logs, SMS logs, voicemails, recordings, notes, and tasks remain intact. Reinstalling the integration reconnects the desired numbers.

All integration features, including syncing calls, SMS, voicemails, recordings, and automatic user/number integration—can be turned on or off at any time via the Onoff Business → CRM integration settings panel. This gives your team full control over what data flows into your CRM and when.