Vtiger is a customer relationship management (CRM) software that centralizes interactions with customers and prospects, offering features for contact management, sales, customer support, automated marketing, and project management.
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 📳
Prerequisites:
- You must have a Ringover Business or Advanced account to benefit from this integration 💳
- The integration must be performed by an administrative or technical account in Ringover 👨💼
- The integration needs to be installed by a Vtiger administrator account
Step 1: Activation
- 💻 Go to Dashboard>Store>Integration,
- Search for "Vtiger" and click on "Activate",
- 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.
Step 2: Configure your Vtiger Integration
Customize the behavior of the integration based on your requirements through the settings. To do this, go back to Dashboard> Store> Integration and click on 'Configure' next to Vtiger:
For more information on the configuration, check out our dedicated section "How to configure your tool?"
There you go, you can now find your Ringover call history in Vtiger! 🎉