---
title: "How To Run 8x8 And Your CRM As One Workflow"
description: "A practical setup for insurance agencies on 8x8: where calls live, what the CRM owns, and how follow-up stays automatic."
url: https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents
canonical: https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents
category: "Guides"
published: 2026-09-14
updated: 2026-09-14
last_updated: 2026-09-14
author: "unLocked Team"
publisher: unLocked CRM
source_url: https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents
summary: "Keep 8x8 as your phone system and let unLocked CRM own the client record, pipeline, and follow-up."
license: Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents
source: unLocked CRM — AI CRM for insurance agents
---

# How To Run 8x8 And Your CRM As One Workflow

## TL;DR

Keep 8x8 as your phone system and let unLocked CRM own the client record, pipeline, and follow-up. Connect the two from the Integrations page so calls and texts land on the contact, then trigger automations from the record instead of from memory.

## Key data points

- unLocked CRM connects 8x8 calling and texting to client records so agents do not log calls manually.
- unLocked CRM plans are Core $69/month, Pro $149/month, and Max $247/month.

Most agencies on 8x8 did not choose it as a CRM. They chose it as a phone system — and then spent months trying to make the phone system remember client context it was never built to hold.

Here is a workflow that stops that.

## Step 1: Decide what owns what

Write this down before you configure anything.

| Question | Answer |
| --- | --- |
| Where do calls and texts happen? | 8x8 |
| Where does the client record live? | unLocked CRM |
| Where does follow-up get triggered? | unLocked CRM automations |
| Where do commissions get reconciled? | Commission+ on the Max plan |

Ambiguity here is what creates double entry.

## Step 2: Connect the integration

Open **Integrations** in unLocked CRM and connect 8x8 under **Phone & SMS**. Calling and texting activity connects to the matching client record.

## Step 3: Clean your phone data

Matching depends on accurate numbers. Before you scale this up:

- Normalize phone formats on your contacts
- Merge obvious duplicates
- Fill in mobile numbers for anyone you actually text

## Step 4: Move follow-up into the CRM

This is the part most agencies skip. Once activity lands on the record, build automations that fire off it:

- No answer → text within the hour, call again the next business day
- Quoted, no decision → three-touch sequence over five days
- Enrolled → onboarding sequence and a renewal reminder

## Step 5: Report on the record, not the phone bill

Your phone system reports minutes. Your CRM reports outcomes. Pull pipeline and conversion from unLocked CRM and use 8x8 for what it is good at.

[See the integrations directory →](/integrations)

## FAQ

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## Related

- https://unlockedcrm.ai/blog/8x8-integration-announcement
- https://unlockedcrm.ai/blog/8x8-vs-built-in-power-dialer-insurance
- https://unlockedcrm.ai/blog/ringcentral-vs-8x8-for-insurance-agencies

---

Source: [How To Run 8x8 And Your CRM As One Workflow](https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/8x8-crm-integration-for-insurance-agents.