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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. |
On this page:
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Why
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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.
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Setup
In order to integrate VoipNow with your CRM, you must use Call Events API and and the API provided by your CRM.
Let's consider an example of logging all incoming calls from our customers to their CRM profile. LetLet's assume that we have an extension that is tied to an external phone number, i.e. our Customer Support line.
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If we name the script LogIncomingCalls.php and host it on on http://example.com, we must configure the Phone Call Events from the VoipNow interface so that it runs our script for the Dial-In event. More details here.
For multiple extensions, we must configure each of them as described below.
How
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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.
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This code sums up the logical steps recommended for a successful integration.
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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
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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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If you want a more comprehensive example on a specific CRM, please add a comment to this page and we will consider building a demo for your CRM.
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