CRM AND HELPDESK INTEGRATION

    Expedify calling.
    Vobiz numbers.

    Expedify is a CRM and outreach platform with AI calling agents built in, and Vobiz Voice is one of its native voice integrations: paste two credentials, nominate a caller ID, and Expedify places and receives calls on numbers from your own Vobiz account. There is no code to write and nothing to host.

    130+
    countries where you can provision numbers
    2
    credentials to connect: Auth ID and Auth Token
    0
    code to write, and nothing to host

    Before you start

    This is the most straightforward integration in the set. Vobiz Voice appears in Expedify's own integrations marketplace, so connecting it is a configuration panel rather than a deployment: two credentials from the Vobiz Console, at least one of your numbers as a caller ID, and you are placing calls. Inbound is a separate, optional step once outbound is working. Integrations are scoped to an Expedify organisation, so if your account has several, check you are in the right one before you start.

    Why this pairing

    Why run Expedify calling on Vobiz

    Most teams end up with calling split across two relationships: a carrier for the numbers their reps dial from, and something else entirely behind whatever automated outreach runs. Two contracts, two sets of call records, and two different answers when someone asks why a campaign is not connecting.

    Expedify collapses that on its side by putting the CRM and the AI calling agents in one platform. Vobiz collapses it on the other: the same connection and the same caller ID serve a rep dialling by hand and a calling agent working a list, with every call landing in one account and one set of records.

    Expedify owns

    • Contacts, deals and the records calls attach to
    • The AI calling, support and qualification agents
    • Which CRM fields supply the numbers dialled
    • Campaigns, workflows and sequencing
    • Transcription of the recording, when enabled
    • Reporting across every channel it runs

    Vobiz owns

    • Phone numbers and instant provisioning
    • Placing and receiving the call itself
    • Media quality and the PSTN leg
    • Call recording, on by default
    • Call detail records and quality telemetry
    • Local regulatory compliance, including India KYC

    What you get

    What Vobiz adds to Expedify

    A voice integration Expedify already lists, configured in a panel.

    01

    Already in Expedify's marketplace

    Vobiz Voice sits under Voice in Expedify's integrations list. Open it, click configure, and fill in the panel. Nothing to request, nothing to package and no review in between.

    02

    One carrier for the reps and the agents

    The same caller ID serves a salesperson dialling from a record and an AI calling agent working through a list. One account, one set of rates, and one place to look when a call needs explaining — rather than a separate arrangement for the automated half.

    03

    Numbers in 130+ countries

    Local, mobile and toll-free inventory across 130+ countries, including regulated formats where a market demands them — India's 140-series and 1600-series among them. Add as many as you like as caller IDs and mark one default.

    04

    Nothing to host

    No backend to run, no tunnel to keep alive, no widget to package and install. The whole integration is two dashboards, which means it survives a server restart, an office move and the person who set it up leaving.

    05

    Inbound when you want it

    Outbound works as soon as the integration is created. Inbound is a separate, optional step: point a Vobiz application at Expedify's webhook URLs and attach your number, and calls to it land in Expedify.

    06

    Recording from Vobiz, transcription from Expedify

    Vobiz records the call, which is on by default. Expedify transcribes the recording with its own transcriber when you turn that on. Each side does the part it is good at, and both toggles live in the same panel.

    How it works

    How to connect Expedify to Vobiz

    Outbound is one panel. Inbound is one application, when you want it.

    1. 01

      Open the integration

      In Expedify, go to settings and then integrations, find Vobiz Voice under the Voice category, and click configure.

    2. 02

      Paste your credentials

      Name the integration, then paste the Auth ID and Auth Token from the Vobiz Console dashboard. Use the copy icons rather than selecting by hand — a trailing space is the most common reason the panel refuses to save.

    3. 03

      Choose where the numbers come from

      Set which CRM field supplies the number being dialled from and which supplies the number being dialled.

    4. 04

      Add a caller ID

      Add at least one Vobiz number in international format with a label, and set the recording and transcription toggles.

    5. 05

      Create it, then test it

      Create the integration and it appears as active. Use the built-in test call to confirm audio end to end before anyone relies on it.

    6. 06

      Copy Expedify's webhook URLs

      Open the integration and take the inbound call URL and the status callback URL.

    7. 07

      Create a Vobiz application

      In the Vobiz Console, create a new application and set its type to inbound calls.

    8. 08

      Paste both URLs

      They have to match exactly what Expedify shows.

    9. 09

      Attach your number

      Create the application and attach the number callers will dial. Calls to it now land in Expedify.

    Every field, where each value comes from, the inbound application setup and a troubleshooting list are in the Vobiz docs.

    Read the integration guide

    Get started

    Two credentials and a caller ID

    Create a Vobiz account, buy a number, and find Vobiz Voice in Expedify's integrations.
    The test call tells you it works before anyone relies on it.

    Talk to an engineer

    FAQ

    Expedify and Vobiz — common questions

    CRM and helpdesk integrations: Salesforce · ServiceNow · ClickUp · Pipedrive · HubSpot · Freshdesk · Zendesk

    Voice AI platforms on Vobiz: Bolna · Vapi · Retell AI · LiveKit · ElevenLabs · See all integrations

    Connecting by API instead of the dashboard: Retell AI API guide · ElevenLabs API guide

    Expedify is an AI-native CRM and revenue platform covering contacts, campaigns, calling and analytics. Learn more at expedify.ai. Vobiz is not affiliated with Expedify; Vobiz Voice is listed in Expedify's integrations marketplace.