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How to connect Ringover with ModulR

  • Updated

The Ringover integration with ModulR allows you to:

  • Make calls by clicking a phone number directly in ModulR using the Ringover Chrome extension.
  • Identify callers and display their ModulR contact information in the Ringover dialer.
  • Automatically log calls, SMS and WhatsApp messages on the corresponding ModulR records.
  • Enrich call activities with notes, tags, recording links, summaries and transcription links, depending on your settings.
  • Keep your communication history accessible in ModulR.

This guide explains how to activate and configure the integration.

Prerequisites

Before activating the integration, make sure you have:

  • An active Ringover Business account.
  • Administrator access to the Ringover Dashboard.
  • Your ModulR username, API key and company information required by the activation form.
  • The Ringover Chrome extension installed if you want to use click-to-call in ModulR.

How to connect Ringover with ModulR

1. Activate the integration

  1. Open your Ringover Dashboard.
  2. Go to Integrations.
  3. Find ModulR.
  4. Enter your ModulR username in Username (request it from ModulR support).
  5. Enter your ModulR API key in API key (request it from ModulR support).
  6. Complete the Company field with your ModulR company information (request it from ModulR support).
  7. Select the appropriate value in the final drop-down list.
  8. Click Activate to connect your account.

2. Configuration

Configure which communications are logged in ModulR, link your users and choose how contact information appears in Ringover.

  1. Call types: Click Manage call types to choose which types of calls are logged in ModulR.
  2. Include recordings in call logs: Choose which recording links are added to call activities: All files, Recordings, Voicemails or None.
  3. Restrict access to recordings: Limit access to recordings to users with an active Ringover licence.
  4. Phone numbers: Choose which Ringover phone numbers are included in the integration using Select numbers.
  5. SMS messaging numbers: Choose which Ringover numbers are included for SMS logging using Select numbers.
  6. Group SMS conversations by: Choose Do not group for a separate activity per message, Day (24 hr) to group messages over 24 hours, or Full conversation to group the entire conversation.
  7. Link users with an account: Click Manage users to match Ringover users with ModulR users so activities are attributed to the corresponding team member.
  8. Assign missed IVR calls to: Select the user to whom missed IVR calls are assigned in ModulR.
  9. Log internal calls: Enable logging for calls between Ringover users.
  10. Include Ringover summaries in call logs: Add the call summary and a link to the transcription to the ModulR call activity.
  1. Include scenario name in call logs (for incoming IVR calls): Add the IVR scenario name to incoming call activities.
  2. Logs display language: Choose the language used for the text generated in communication logs.
  3. Log WhatsApp messages: Enable automatic logging of WhatsApp messages in ModulR.
  4. Group WhatsApp conversations by: Choose Full conversation to group the entire conversation or Day (24 hr) to group messages over 24 hours.
  5. Create contact for calls: Choose when an unknown caller generates a contact in ModulR: Incoming calls, Outgoing calls, Missed calls, Completed calls or All calls. Select No contact page created to disable contact creation for calls.
  6. Create contact for SMS messages: Choose when an unknown number generates a contact in ModulR: Incoming, Outgoing, All or None.
  7. Create contact for WhatsApp messages: Enable contact creation in ModulR for WhatsApp messages exchanged with unknown numbers.
  8. Sync contacts (v4): Enable the display of real-time contact synchronisation logs.
  9. Sync contacts on a call-by-call basis: Synchronise and store a ModulR contact in Ringover when you call them or receive their call.
  10. Display contact's info during call and only store their info if call-by-call basis is activated: Display ModulR contact information during calls. Store it in Ringover only when call-by-call synchronisation is enabled.
  11. Mapped fields: Click Add or edit fields to select the ModulR fields displayed in the Info section of your Ringover dialer.

3. Make calls and review activities in ModulR

Use the Ringover Chrome extension to start a call by clicking a phone number in ModulR. For incoming and outgoing calls, Ringover searches ModulR for the matching contact and displays their information in the dialer.

Calls covered by your settings are automatically logged as tasks on the matching record in ModulR. Call activities include the call direction, date, duration, outcome, agent and phone numbers.

Notes and tags added after the call enrich the existing activity. Recording links, Ringover summaries and transcription links are included according to your settings and their availability.

  1. Make a test call to an existing ModulR contact.
  2. Add a note or tag in Ringover after the call.
  3. Open the corresponding record in ModulR.
  4. Check the call activity and its details.

SMS and WhatsApp messages are also logged according to the numbers, logging and grouping settings you selected.

You can now manage your Ringover communications and review their history directly in ModulR.