Introducing Captivo Link for 8×8 Work
Every 8×8 call, logged in your CRM. Automatically.
Captivo Link connects 8×8 Work to eight CRMs, and gives 8×8 partners one place to run it for all their clients.
Most conversations with customers still happen on the phone. Yet in most businesses, those calls never make it into the CRM. Someone has to remember to log the call, type up what was said and set a reminder to follow up. On a busy day, nobody does.
So the next person to pick up the account starts blind. They don’t know who called, what was promised or what happens next.
Today we’re launching Captivo Link for 8×8 Work to fix that. It reads every call from 8×8 and writes it to the CRM your team already uses: on the right contact, with an AI summary, follow-up tasks and the recording. Nobody types a thing.
What it does for your business
Your team keeps talking. Captivo Link keeps the CRM up to date.
- Every call on the right record. Calls are matched by phone number to the contact, their company and their open deal, usually within 10 minutes of the call ending.
- AI summaries and follow-ups. 8×8’s AI notes become the call’s summary in your CRM, and each action item becomes a task, due the next morning.
- Recordings and transcripts. They stay with the call, so the full context is one click away.
- You choose whose calls. Switch people on or off in a click and pay only for those seats. Ring groups and the main line are logged free.
There is nothing to install, and nothing changes on your phones. Your team works exactly as it does today.
One phone system. Eight CRMs.
Captivo Link logs 8×8 Work calls to the CRM you choose, linked to the records you already track:
- HubSpot: contacts, companies and open deals
- Zoho CRM: contacts, accounts and deals, in every Zoho data centre
- Pipedrive: people, organisations and open deals
- Zendesk: the caller’s open ticket
- Smokeball: contacts and matters, with time entries
- Clio: contacts and matters
- Odoo: contacts and opportunities
- ConnectWise: companies, contacts and tickets
Built for 8×8 partners
If you resell 8×8 or manage it for clients, Captivo Link is something you can offer every one of them, and run from one place.
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Each partner gets a partner portal. From there you add clients, set them up, manage their seats and see how each one is using it.
- One bill, one CSV. A single monthly bill lists every client with your own reference for them. A CSV of its lines goes straight into your billing system.
- Seats your way. Give a client a fixed number of seats, or let seats follow the people they switch on. Changes are pro-rated automatically.
- Usage at a glance. See calls logged, match rate, seats used and AI adoption for every client. You see totals only: their calls stay private.
- Set it up for them. Open any client’s workspace to connect 8×8 and their CRM yourself. Every change is recorded, and their admins can see it.
- Know when something breaks. Clients that need attention, such as a CRM that needs reconnecting, go to the top of your list before their calls go missing.
- Your brand, and a free demo. Your logo appears in the portal. You also get a demo client at no charge, so you can show Captivo Link to prospects with real calls.
For a partner, it’s a new line on every 8×8 deal that your clients will actually notice: their CRM finally reflects their phone calls.
Up and running in four steps
- Connect 8×8. Add an 8×8 API key in a few clicks. We’ll help you create it if you need a hand.
- Sign in to your CRM. One sign-in and Captivo Link can log to it. You never share a password with us.
- Choose whose calls. Switch on the people whose calls should be logged. Each one is a seat.
- Watch calls arrive. Every call lands on the right record, usually within 10 minutes of ending.
A partner can do all four for a client from the partner portal, so the client doesn’t have to lift a finger.
Get started
We’re onboarding our first 8×8 partners and businesses now.
If you’re an 8×8 partner and want to offer Captivo Link to your clients, or a business on 8×8 Work that wants its calls in its CRM, we’d love to hear from you. Tell us about your team on captivolabs.com/captivo-link and we’ll get you set up.
Captivo Labs builds integrations between business phone systems and the software teams work in every day.
