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Excerpt

This tutorial explains how to integrate VoipNow with your CRM. With the help of this integration, you can log into your CRM all the calls that are placed and received through VoipNow.

Table of Contents

Why use it

For various reasons, most companies find it useful to keep CRM records of phone conversations they had with a particular customer.

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The CRM notes in question can store information such as the time the call was placed or received, the identity of the staff taking or placing that call, the duration of the call, etc.

Setup

In order to integrate VoipNow with your CRM, you must use Call Events API and the API provided by your CRM.

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For multiple extensions, we must configure each of them as described below.

How it works

When VoipNow receives an incoming call on our Customer Support line, our script will be triggered with a series of call parameters described here.

The script (earlier named LogIncomingCalls.php) should have the following structure:

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Note

You can use the example from Track My Calls as a starting point of your integration and replace the database requests in this example with API calls to your CRM application.

Tips and tricks

You can use System API to fetch more log information about the extension (staff member) that answered the call.

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Except where otherwise noted, content in this space is licensed under a Creative Commons Attribution 4.0 International.