Do inbound calls create records automatically?

A call from a known number opens the matching customer and project. An unknown number can create a new lead so nothing is lost while the office is busy.

Recording is controlled in Five9 under your own policy. Trussi links to the record and logs the call outcome against the job.

Can I use Five9 and Twilio together?

Yes. Many teams run Five9 for voice and Twilio for SMS. Both log to the same project timeline.

Do I need a Five9 subscription?

Yes. You connect your own Five9 account; the Trussi side of the integration is included in your plan.

Communications

Five9 integration

Click-to-dial and inbound call pop-ups in project records.

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How it works with Trussi.AI

Bring your Five9 call center into Trussi.AI with click-to-dial and inbound screen pops tied to the right project.

Storm season turns a roofing office into a call center whether it was designed as one or not. The Five9 integration treats it like one: inbound calls pop the matching customer and project on screen, so whoever answers already knows whether this is a new lead, an existing job, or a warranty call before saying hello.

Click to dial runs the other direction, letting a rep place a call from the project record without copying a number. Either way, the call logs to the job with its outcome and any notes, which means follow up is driven by what was actually said rather than by memory.

For teams running outbound campaigns, call outcomes flow back into the pipeline so the leads that need a second attempt are visible instead of buried in a dialer report nobody in the CRM ever sees.

What you can do

Configure Five9 call-center API credentials
Set the default campaign and lead source
Auto-create leads from inbound calls
Click-to-dial from any project

What syncs

Inbound screen pop: Matching customer and project surfaced as the call connects.
Click to dial: Calls placed from the project record without retyping the number.
Call logging: Duration, outcome, and notes recorded against the job.
Campaign results: Outbound outcomes flow back into the pipeline for follow up.

How to connect Five9

1Open Settings › Integrations and select Five9.
2Enter your Five9 credentials and select the domain.
3Map Five9 agents to Trussi users.
4Configure call dispositions to the Trussi outcomes you report on.
5Place a test inbound and outbound call and confirm both log to the job.

Connections are managed in Settings › Integrations by an account admin, and can be disconnected at any time without affecting the job history already in Trussi.