Integration with an IP telephony service allows you to receive incoming calls (with the ability to see customer information, orders, and status), make outgoing calls, record missed calls, and record and listen to conversations. Read more about the features in this article.
You can connect telephony in a few steps:
Step 1. Go to the Settings > Integration page and find the service you need in the Telephony section.
Important: to set up the integration, you must already have an account in one of the services from the list provided.
Be careful when using one telephony service for several CRM systems. Not all telephony services can work simultaneously in 2 or more CRM systems.
Step 2. Click the Setup button and follow the necessary steps, or go to the Knowledge Base in the Integrations section to see the instructions for setting up each telephony.
Step 3. After filling in all the necessary fields, you can add handsets.
1. Click the “+ Add phone” button.
2. Enter the extension number, you can see it in the personal account of the telephony service you have chosen.
Please note that this is a short number, usually consisting of 3-4 digits.
3. Enter the name of the handset.
4. Give employees access to this handset. Please note that if an employee does not have access to the extension, then when a call is made to the extension, this employee will not see the incoming call card.
5. Click the Save button.
Step 4. Select the Integration is enabled checkbox and click the Save button.
Done, settings are complete and telephony is connected!👍
If everything was done correctly, when you click on the client's phone number, you will see a list of handsets from which you can initiate a call. If a call is received on this extension, an incoming call card will appear in the lower right corner of the screen.
Important: Some IP telephony services charge for call recording. Therefore, the recorded conversation may not be available in RemOnline.
