Displaying CRM contact fields in your Ringover Dialer allows you to view essential customer information directly within your call window. In this guide, you’ll learn how to access your integration settings, map custom contact fields, and review caller data in real time during your conversations.
Prerequisites
- An active Ringover Business or higher account.
- Administrative permissions on your Ringover Dashboard.
- An active, connected CRM integration (e.g., Salesforce, HubSpot, Zoho, BoondManager, or Tribe CRM).
Display CRM contact fields in your dialer
1. Access your CRM integration settings
Open the settings panel of your activated CRM integration from the Ringover Dashboard.
- Go to Store > Integrations.
- Click on your active CRM integration to open its configuration options.
- Scroll to the Mapped Fields section.
- Select the CRM fields you wish to display (e.g., company name, deal stage, lead status, or customer ID).
- Add multiple fields as needed to fit your team's workflow.
- Click Save to confirm your field mapping.
2. View mapped information in the dialer
Place or receive a call to verify that the mapped CRM data surfaces immediately in your dialer.
- Open your Ringover .
- Initiate an outbound call or receive an incoming call from an existing CRM contact.
- Review the active call card to see your selected CRM fields populated below the contact name.
FAQ
Why are my mapped fields not appearing during a call?
Verify that the caller's phone number matches an existing contact profile in your CRM and that the corresponding mapped fields contain data. If the fields are blank in your CRM, they will not populate in the dialer.
Can I customise different fields for different team members?
No. Mapped fields are configured at the integration level by an administrator and apply uniformly to all agents using that connected CRM.
🎉 You now know how to display CRM contact fields in your Ringover Dialer and can personalise your customer conversations on every call!