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How to integrate Ringover with Crelate

  • Updated

The Ringover integration with Crelate allows you to streamline your staffing and recruitment workflows by placing calls directly from your ATS/CRM, automatically logging phone and SMS activities, syncing multi-object contact records, and leveraging AI-powered summaries. In this guide, you’ll learn how to generate your API credentials, activate the integration in Ringover, configure user mapping, and use Ringover Dialer.

Prerequisites

  • Administrative access to your Ringover Dashboard.
  • An active Crelate account with API access permissions enabled.

Connect and configure Crelate integration

1. Retrieve your Crelate API key

Generate an API key within your Crelate profile preferences to authorise Ringover access.

  1. Log in to your Crelate account.
  2. Click on the top menu and select Manage your Profile & Preferences.
  3. Navigate to the API Access section.
  4. Ensure that Enable API Access is toggled on.
  5. Copy your API key and keep your Crelate URL ready for the next step.

2. Activate Crelate in Ringover

Connect your Crelate workspace inside Ringover using your credentials.

  1. Log in to your Ringover Dashboard.
  2. Click on Store in the left menu and select Integrations.
  3. Locate Crelate from the list of integrations and click Activate.
  4. Enter your Crelate URL and paste your API key.
  5. Click Activate to finalise the connection.
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3. Test Ringover Dialler and verify activity logging

Install the browser extension and place a test call to confirm automatic CRM note logging.

  1. Install the Ringover Dialler extension in your browser (Chrome or Firefox). 🔗 How to use Ringover Dialler extension on Google Chrome
  2. Open a candidate or contact record in Crelate.
  3. Click on the highlighted phone number to initiate an outbound call.
  4. Verify that the call activity is logged automatically as a note with tags, recording link, transcript link, and Empower AI summary.
⚠️ To ensure phone numbers are recognised and synced without issue, all international numbers must be formatted in the E.164 format.
💡Ensure call recording is enabled for all recruiters in Ringover so that Empower can transcribe calls and automatically extract candidate follow-up summaries and next steps.

Both calls and SMS messaging events are automatically logged in Crelate as notes or activities, preserving a unified communication history across candidates and clients.

4. Configure synchronisation and map users

Set up your contact synchronisation preferences and link user profiles across both platforms.

  1. Call types: Manage and filter categories for inbound, outbound, or missed calls.
  2. Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to restrict 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 Crelate users or agents to their corresponding system account via "Manage users".
  7. Assign missed IVR calls to: Designate a specific user or team member (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to automatically log internal team calls within Crelate.
  2. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  3. Log Empower meeting summaries as: Select the Crelate entity type used to save Empower meeting summaries (e.g., "Activity").
  4. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  5. Mark activity as completed: Toggle switch to set newly created activities automatically to a completed status.
  6. Logs display language: Select the display language for call log details (e.g., "en").
  7. Type of object created: Choose the default CRM record type created for new contacts (e.g., "Candidate").
  8. Log calls as: Choose the record type used when logging calls (e.g., "Note").
  9. Log SMS messages as: Choose the record type used when logging SMS messages (e.g., "Note").
  1. Type of activity created (Contact): Define the activity classification for Contact interactions (e.g., "Ringover Meet" mapped to "Recruiting Call").
  2. Type of activity created (Company): Define the activity classification for Company interactions (e.g., "Ringover Meet" mapped to "BD Call").
  3. Create contact for calls: Specify when new contacts are created during calls (e.g., "No contact page created").
  4. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").
  5. Sync contacts (v4): Toggle switch to enable general contact synchronisation with Crelate.
  6. Sync contacts on a call-by-call basis: Toggle switch to execute contact synchronisation individually as each call occurs.
  7. 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 data storage unless call-by-call sync is enabled.
  8. Mapped fields: Select Crelate fields to display in the dialler's Info section via "Add or edit fields".

🎉 You now know how to connect and configure the Crelate integration and can streamline your entire recruiting outreach directly from Crelate!