The Ringover integration with Efficy Corporate Edition brings your communication history and contact information together in your CRM. Log calls and SMS, access call recordings, and review Empower summaries and transcription links directly in your call activities. This guide shows you how to activate the integration and configure its settings.

• Automatically log calls and SMS in Efficy Corporate Edition.
• Synchronize contacts between Efficy and Ringover to identify callers and access their information.
• Keep call notes in your Efficy call activities.
• Include call recordings and voicemails in your call logs.
• Add Empower call summaries and links to full call transcriptions to your call activities.
• Display selected Efficy fields in the Info section of your Ringover dialer.

How to integrate Ringover with Efficy Corporate Edition

1. Activate the Efficy integration

1. Go to Dashboard > Store > Integration.
2. Search for Efficy.
3. Click on the integration.

4. Find your Efficy Corporate Edition URL in your browser while signed in to Efficy.

For example, if the URL is https://yourcompany.efficy.com/public/change, copy https://yourcompany.efficy.com/public.

5. Retrieve your API token from Efficy.

6. Enter your Efficy URL in the Subdomain field of the activation window.
7. Paste your API token in the Token field.
8. Click Activate.

2. Configure your Efficy integration

Configure call and SMS logging, user links, and contact synchronization to suit your needs.

1. Return to Dashboard > Store > Integration.
2. Click Configure for Efficy.

1. Call types: Click Manage call types to select which types of calls are logged in Efficy.
2. Include recordings in call logs: Choose which audio files to include in call logs: all files, call recordings, voicemails, or none.
3. Restrict access to recordings: Limit recording playback to users with an active Ringover license.
4. Phone numbers: Select the Ringover phone numbers covered by the integration.
5. SMS messaging numbers: Select the Ringover numbers whose SMS messages are logged in Efficy.
6. Link users with an account: Click Manage users to link Ringover users to their Efficy accounts.
7. Assign missed IVR calls to: Select the Efficy user to whom missed IVR calls are assigned.
8. Log internal calls: Enable logging for calls between Ringover users.
9. Include Empower summaries and transcripts in call logs: Add the Empower summary and a link to the full transcription to the call activity in Efficy.
10. Include scenario name in call logs (for incoming IVR calls): Add the IVR scenario name to incoming call logs.
11. Logs display language: Choose the language used for the text of communication logs.
12. Type of object created: Choose whether new records are created as Person or Enterprise objects in Efficy.

13. Type of activity created: Map incoming calls, outgoing calls, incoming SMS messages, and outgoing SMS messages to the activity types configured in Efficy. Selecting None leaves the activity without a mapped type; it does not prevent the activity from being created.
14. Interaction status: Set the status for incoming calls, outgoing calls, missed calls, hung-up calls, and SMS messages. The value appears in a field created automatically at the top left of the call activity in Efficy. Selecting None displays no status.
15. Create contact for calls: Choose which calls trigger contact creation in Efficy. Select No contact page created to disable contact creation.
16. Sync contacts (v4): Enable contact synchronization between Efficy and Ringover.
17. Sync contacts on a call-by-call basis: Synchronize and store a contact's details in Ringover when you call them or they call you.
18. Display contact's info during call and only store their info if call-by-call basis is activated: Display contact information during calls and store it only when call-by-call synchronization is enabled.
19. Mapped fields: Click Add or edit fields to select the Efficy fields displayed in the Info section of your Ringover dialer.

For additional guidance, see How to configure your tool.

3. Review your call activities in Efficy

Find your logged calls in Efficy Corporate Edition. Call activities contain the notes added in Ringover. When enabled in the integration settings, they also include recordings, Empower summaries, and links to the full call transcriptions.

You can now connect Ringover to Efficy Corporate Edition and keep your communication history in your CRM.