By integrating Ringover Sellsy, you’ll be able to:
- Easily pull up your connected calls and SMS messages in Sellsy.
- Know exactly who you’re calling and quickly access their information thanks to our contact syncing feature.
- You can find you call recordings in Sellsy
- Find the contact screen pop
Now, let’s move on to integrating the tool 📳
How to install the integration?
Prerequisite:
- You’ll need a Ringover Business account in order to benefit from this integration.
- The integration needs to be installed by a Ringover super administrator account👨💼
- The integration needs to be installed by a Sellsy super administrator account
Activation
💻Head to your Ringover Dashboard, go into the “Integrations” section and click on “Activate” opposite “Sellsy v2”
Enter your Sellsy login details, then click on “Sign in”
Enter your Sellsy login details, then click on “Sign in”
Then, grant the necessary permissions
You can then customise the integration to suit your needs. For example, you can choose which types of call you want to log in Sellsy, or you can enable contact syncing.
Activation in Sellsy
In Sellsy, you need to activate the “Call tracking” module by going into Menu > Modules
Search for “Call tracking”, then click on “Activate”
All done - the integration is all sorted All your Ringover calls and SMS messages will now be automatically logged in your Sellsy records!🎉