This tutorial explains how to integrate MeloTel VoIP calls with your CRM. With the help of this integration, you can log into your CRM all the calls that are placed and received through your phone account.
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.
How to Set It Up
In order to integrate your MeloTel VoIP account 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 VoIP Panel 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.
Tips & Tricks
You can use System API to fetch more log information about the extension (staff member) that answered the call. To find out the duration of the call, you can combine Hangup and Dial-In events. On a Hangup event, you can update the note that was previously added to the customer.