IN THE CRM
1. Head over to the "Setup" in the left menu.
2. In the left menu navigate to "Settings".
3. Go to the "Lead Manager" category.
4. Select a platform and fill in the necessary information (e.g., URLs, keys, tokens, etc.).
5. Press the "Save settings" button at the bottom right corner of the page to apply the changes.
Make sure to add the agent number in their permissions!
Setup-> Staff-> Choose the agent-> Scroll down-> Add the agent number
C2C requirements by a Sysytem
Twilio Voice Call
Twilio voice call integration enables two-way communication with your customers. Phone numbers must be in E.164 format. Learn more about phone number formatting. View the API documentation for integration details.
Octella
Octella integration enables outbound calls via the Octella API. Configure your API credentials below.
Note: Agent number is used as the employee phone number.
Omege Telecom
Omega Telecom integration enables outbound calls via the Omega API. Configure your domain and credentials below.
Note: Agent number is used as the source number (snumber).
Commpeak
Commpeak integration enables seamless communication with your customers through the Commpeak telephony system. Configure your API credentials below to connect your CRM with Commpeak services.
Voiso
Voiso integration provides call center functionality for your CRM. Configure your connection details below.
SafeBit
SafeBit integration enables secure outbound calls via the SafeBit platform. Configure your domain and authentication token below.
SquareTalk
SquareTalk integration enables voice calls through the SquareTalk platform. Configure your domain below.
IP Whitelisting Required
Please contact SquareTalk support to whitelist your server's IP address for the integration to work properly.
MMD
MMD integration provides voice calling capabilities through the MMD platform. Configure your login credentials below.
Coperato
Coperato integration enables outbound calls via the Coperato platform. Configure your endpoint URL below.
GlobalCall
GlobalCall click-to-call integration provides simple outbound calling functionality. No additional configuration required - just assign agent numbers to staff members and start making calls.