Switchboard consultants

Q: Can Switchboard log calls and meetings automatically in our CRM?

Yes. We build n8n workflows that capture call and meeting events from Switchboard and create activity records in your CRM -- whether that's HubSpot, Salesforce, or Pipedrive. Each logged activity includes participants, duration, and any notes, so your sales team has full context on every client interaction without manual logging.

Q: How does Switchboard differ from just using Zoom or Microsoft Teams?

Switchboard's main differentiator is persistent rooms. Unlike Zoom where everything resets after a call ends, Switchboard rooms keep documents, browser tabs, and collaboration context between sessions. This makes it well-suited for ongoing client relationships or project teams that meet regularly and don't want to re-share links every time.

Q: Can we trigger automated follow-ups after a Switchboard meeting ends?

We can set up workflows that fire when a Switchboard meeting concludes. Common follow-ups include sending a summary email to attendees, creating tasks in Asana or Monday.com based on meeting notes, or updating a project status in your CRM. The specific triggers depend on what data Switchboard exposes through its API.

Q: Is Switchboard suitable for client-facing meetings or mainly internal use?

Both. Many businesses use Switchboard for client calls because the persistent room feature means you can keep shared documents, project boards, and conversation history in one place between meetings. Clients join via a link without installing anything, which keeps the experience simple on their end.

Q: Can Switchboard integrate with our existing phone system?

Switchboard includes built-in calling features, but if you need to keep your current phone system, we can look at integration options depending on your provider. The more common approach is connecting Switchboard's communication data to your downstream systems (CRM, ticketing, project management) rather than replacing your phone infrastructure.

Q: What size team does Switchboard work best for?

Switchboard works well for teams of 5 to 100 people, particularly those with a mix of internal collaboration and client-facing meetings. Larger organisations can use it for specific departments or project teams. We'll help you assess whether Switchboard fits your communication patterns before building any integrations.

We can help you automate your business with Switchboard and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Switchboard.

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About Switchboard

Switchboard is a cloud-based communication platform that unifies phone, video, messaging, and virtual collaboration into a single workspace. It’s designed for teams that are tired of switching between Zoom, Slack, phone systems, and shared documents — Switchboard puts everything in persistent rooms that stay open between meetings, so context doesn’t disappear when a call ends.

For businesses with distributed teams or client-facing operations, the challenge isn’t usually the communication tool itself — it’s connecting what happens in those conversations to the rest of your business systems. Meeting notes need to reach your CRM. Action items need to land in your project management tool. Client calls need to be logged and tracked. When these handoffs are manual, things get missed.

At Osher Digital, we integrate Switchboard with your CRM, project management, and business automation tools using n8n workflows. We build connections that automatically log call activity to contact records, push meeting action items into task management systems, and trigger follow-up workflows when meetings end. The goal is to keep your team in Switchboard for communication while making sure the rest of your systems stay in sync without manual data entry.

Switchboard FAQs

Frequently Asked Questions

Common questions about how Switchboard consultants can help with integration and implementation

Can Switchboard log calls and meetings automatically in our CRM?

How does Switchboard differ from just using Zoom or Microsoft Teams?

Can we trigger automated follow-ups after a Switchboard meeting ends?

Is Switchboard suitable for client-facing meetings or mainly internal use?

Can Switchboard integrate with our existing phone system?

What size team does Switchboard work best for?

How it works

We work hand-in-hand with you to implement Switchboard

As Switchboard consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Switchboard with integrate and automate 800+ tools.

Step 1

Review your communication tools

We audit the communication and collaboration tools your team currently uses — video calls, messaging, phone, shared documents — and identify where context gets lost between tools. We look at how meeting outcomes currently make it into your CRM, project management, and other business systems.

Step 2

Identify what needs connecting

Based on the audit, we pinpoint the highest-value integration points. Typically this includes CRM activity logging, post-meeting task creation, and client communication tracking. We focus on automations that save your team the most repetitive manual work.

Step 3

Design the workflow architecture

We map out how data flows from Switchboard to your connected systems using n8n. This covers event triggers (meeting started, ended, participant joined), data transformation (extracting notes, participants, duration), and destination systems (CRM updates, task creation, notifications).

Step 4

Build the integrations

We build and configure the n8n workflows connecting Switchboard to your business systems. Each workflow includes error handling and logging so you can trace any communication event through the full chain from Switchboard to its destination system.

Step 5

Test with your team

Your team uses Switchboard with the integrations active for a trial period. We verify that CRM records are created accurately, tasks appear in the right projects, and notifications fire as expected. Feedback from daily users drives any adjustments to the workflows.

Step 6

Go live with documentation

Once testing confirms everything works reliably, we move to full production. We provide documentation covering how the integrations work, what to do if something breaks, and how to request changes. Ongoing support is available for adding new workflows or connected tools.

Transform your business with Switchboard

Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Switchboard consultation.

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