Q: Is there an option to integrate a phone system with our sales pipeline?

This would allow the sales team to directly call and follow up with leads from within the system, improving workflow efficiency and helping us manage communication and lead tracking more effectively.

be40May 21, 2025
Founder Team
Koren_OneDeck

Koren_OneDeck

May 22, 2025

A: Not natively yet — but yes, you can integrate a phone system with your OneDeck sales pipeline using Make or Zapier.

Here’s how:
• Use Make.com (recommended) to connect OneDeck with services like Twilio, JustCall, CloudTalk, etc.
• You can trigger actions when a new lead is added, status changes, or follow-ups are due — and launch calls, send SMS, or log activities back into OneDeck.

We’re also working on native App Marketplace integrations, including phone/dialer apps — see the roadmap: https://www.onedeck.com/roadmap

🔗 Integration guide: https://www.onedeck.com/support/automation-and-integrations/how-to-integrate-onedeck-with-other-apps

Let us know if you need help setting it up!

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