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How to integrate Ringover with Neon CRM

  • Updated

The Ringover integration with Neon CRM connects your telephony directly with your nonprofit management platform, allowing you to make one-click calls and automatically log customer interactions. In this guide, you’ll learn how to locate your Organisation ID, generate your API key, activate the integration in Ringover, and place calls using the extension.

Prerequisites

  • An active Ringover Business or higher plan with administrator access.
  • An administrator account in Neon CRM.

Connect and configure Neon CRM integration

1. Generate your API key in Neon CRM

Enable API access for your administrator profile in Neon CRM to generate your integration key.

  1. Log in to your Neon CRM account.
  2. Go to Settings.
  3. Click on User Management.
  4. Select your user account.
  5. Enable API access and copy your generated API key.

2. Retrieve your Neon Organisation ID

Find your Organisation ID in your Neon CRM profile settings.

  1. In Neon CRM, navigate to Settings.
  2. Click on Organisation Profile.
  3. Scroll to the bottom of the page to locate your OrgID.
  4. Copy your OrgID to keep it ready for Ringover.

3. Activate Neon CRM in Ringover

Enter your OrgID and API key into your Ringover Dashboard to establish the connection.

  1. Log in to your Ringover Dashboard.
  2. Go to Store > Integrations.
  3. Search for Neon CRM and click on it.
  4. Paste your OrgID into the designated field.
  5. Paste your API key into the API key field.
  6. Click Activate.
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4. Configure integration settings

Customise contact synchronisation and automated logging rules for your organisation.

  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 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. Group SMS conversations by: Choose the time interval used to group SMS messages into threads (e.g., "Day (24 hr)").
  7. Link users with an account: Map NeonCRM users or agents to their corresponding system account via "Manage users".
  1. Assign missed IVR calls to: Choose a default user or team member (e.g., "Add user") to assign unhandled IVR calls.
  2. Log internal calls: Toggle switch to automatically log internal team calls within NeonCRM.
  3. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  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. Logs display language: Select the language used to display call log information (e.g., "en").
  6. Create contact for calls: Choose when new contacts are automatically created during calls (e.g., "No contact page created").
  7. Create contact for SMS messages: Choose whether incoming/outgoing SMS messages trigger automatic contact creation (e.g., "None").
  8. Sync contacts (v4): Toggle switch to enable general contact synchronisation with NeonCRM.
  9. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronisation individually as each call occurs.
  1. 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.
  2. Mapped fields: Select NeonCRM fields to display in the dialler's Info section via "Add or edit fields".

5. Place calls with Ringover Dialler and verify activity logs

Dial contacts directly from Neon CRM records and verify automatic history logging.

  1. Install the Ringover Dialler extension in your browser (🔗 How to use Ringover Dialler extension (Google Chrome)).
  2. Open any donor or contact record in Neon CRM.
  3. Click on any highlighted telephone number to launch a test call.
  4. Check the contact file, related organisation record, and your activity feed to verify the logged call, AI summary, and transcript link.
💡 Enable call recording for your users in Ringover so that AI conversation summaries and full transcript links automatically append to every Neon CRM call activity.

🎉 You now know how to connect and configure the Neon CRM integration and can manage all your donor calls and communication tracking seamlessly!