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How to integrate Ringover with Axelor

  • Updated

The Ringover integration with Axelor allows you to streamline your business communications by enabling Click-to-Call, synchronising calls and SMS, and automatically synchronising contact records and call logs with your ERP/CRM. In this guide, you’ll learn how to activate the integration, connect your Axelor account, and configure settings.

Prerequisites

  • An active Ringover Business account.
  • Administrative or technical account permissions in Ringover.
  • An administrator account in Axelor.

Set up and configure Axelor integration

1. Activate Axelor in Ringover

Connect your Axelor instance by entering your CRM URL and administrative login credentials.

  1. Log in to your Ringover Dashboard.
  2. Go to Store > Integrations.
  3. Search for Axelor and click on it.
  4. Enter your Axelor CRM URL and admin credentials.
  5. Click Activate.

2. Configure your Axelor integration settings

Customise call logging behaviours, contact creation rules, and synchronisation settings to suit your workflow.

  1. Call types: Manage and filter categories for incoming, outgoing, or missed calls.
  2. Include recordings in call logs: Choose which audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
  6. Link users with an account: Map Axelor users or agents to their corresponding system account.
  7. Assign missed IVR calls to: Choose a default user or queue (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to automatically log internal team calls within Axelor.
  2. Include Ringover summaries in call logs: Toggle switch to attach Ringover call summaries to call logs.
  3. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  4. Logs display language: Select the language used to display call log details (e.g., "en").
  5. Type of object created: Select the default CRM object created for new contacts (e.g., "contact").
  6. Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages to CRM logs.
  7. Group WhatsApp conversations by: Select how WhatsApp messages are grouped into threads (e.g., "Day (24 hr)").
  8. Create contact for calls: Choose which calls trigger automatic contact creation (e.g., "All calls").
  9. Create contact for SMS messages: Choose which incoming/outgoing SMS messages trigger automatic contact creation (e.g., "All").
  1. Create contact for WhatsApp messages: Toggle switch to automatically generate new CRM contacts from WhatsApp conversations.
  2. Sync contacts (v4): Toggle switch to enable general contact synchronisation with Axelor.
  3. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronisation individually as each call occurs.
  4. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to show contact details on the dialler during calls while conditionally restricting storage unless call-by-call synchronisation is enabled.
  5. Mapped fields: Select Axelor fields to display in the dialler's Info section (e.g., "Localisation" mapped to Contact - localisation).
💡Install the Ringover Chrome or Firefox Extension to enable Click-to-Call directly on any customer phone number inside Axelor.

🎉 You now know how to set up the Axelor integration and can seamlessly manage all customer calls, SMS, and contacts!