Vtiger is a CRM used by sales teams in more than 300,000 companies to drive sales revenues and sales performances. By integrating Ringover into Vtiger, you’ll be able to:
- Use the Click-to-Call feature
- Easily pull up your calls and SMS as events in your contacts or prospects
- Tag, comment and record your calls, and also get call transcriptions
- Know exactly who you’re calling and quickly access their information thanks to our contact syncing feature.
- Tag and comment on calls in Ringover, and pull up the tagged and annotated call in Vtiger
- Access your CRM fields in your Dialer
Now, let’s move on to integrating the tool 📳
- Head over to https://dashboard.ringover.com/integrations
- Click on “Activate” opposite “Vtiger”
- Then, enter your Vtiger login details and click on “Activate”.
- To find your Access Key, go into the “My preferences” menu of your Vtiger account.
Configuration in Ringover
- You can now click on the “Configure” button
- Next, you can customise the integration by enabling the settings you want to apply:
There you go, you can now find your Ringover call history in Vtiger!