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How to integrate Ringover with Vtiger

  • Updated

The Ringover integration with Vtiger CRM allows you to centralize your customer interactions by syncing contacts, call history, SMS messages, and call recordings directly into your CRM. In this guide, you’ll learn how to activate Vtiger in Ringover, locate your Access Key, and configure your integration settings.

Prerequisites

  • An active Ringover Business account.
  • Administrative or technical account permissions in Ringover.
  • An administrator account in Vtiger CRM.

Set up and configure Vtiger CRM integration

1. Activate Vtiger in Ringover

Connect your Vtiger CRM instance using your login credentials and Access Key.

Retrieve your Vtiger Access Key

Generate and copy this key from your user profile before activating the integration.

  1. Log in to your Vtiger account.
  2. Go to the My Preferences menu.
  3. Locate the Access Key field and copy the key string.
  4. Go to your Ringover Dashboard > Store > Integrations.
  5. Locate Vtiger and click Activate.
  6. Enter your Vtiger login details and your Access Key.
  7. Click Activate.

2. Configure your Vtiger integration settings

Customize call logging, contact syncing, and dialer field mapping rules to match your business workflows.

  1. Call types: Define and manage categories for inbound, outbound, or missed calls.
  2. Include recordings in call logs: Select which audio recordings (e.g., "All files") are attached to call logs.
  3. Restrict access to recordings: Toggle switch to limit user access permissions for audio recordings.
  4. Phone numbers: View and manage connected phone lines or select specific numbers.
  5. SMS messaging numbers: Select and manage phone numbers designated for SMS messaging.
  6. Link users with an account: Map Vtiger users or agents to their corresponding system account.
  7. Assign missed IVR calls to: Choose a default user or queue (e.g., "Add user") to assign unhandled IVR calls.
  1. Log internal calls: Toggle switch to automatically log internal team calls within Vtiger.
  2. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  3. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  4. Logs display language: Select the display language for call log details (e.g., "fr").
  5. Type of object created: Select the default CRM object created for new contacts (e.g., "Contacts").
  6. Support for the Lead entity: Toggle switch to enable support and record mapping for Lead entities in Vtiger.
  7. Log calls as: Choose the CRM activity record type used when logging calls (e.g., "Events").
  8. Set event status as: Set default status applied to logged call events (e.g., "Planned").
  9. Create contact for calls: Specify which calls trigger automatic contact creation (e.g., "All calls").
  1. Create contact for SMS messages: Choose which incoming/outgoing SMS messages trigger automatic contact creation (e.g., "All").
  2. Sync contacts (v4): Toggle switch to enable general contact synchronization with Vtiger.
  3. Mapped fields: Select Vtiger fields mapped to display in the dialer's Info section:
    • referred_by - Contacts: Maps to Contacts - referred_by field.
    • Company: Maps to Contacts - account_id field.
    • Posicion: Maps to Contacts - title field.
💡 Install the Ringover Chrome extension to enable Click-to-Call directly on all phone numbers inside your Vtiger CRM interface.

🎉 You now know how to set up the Vtiger CRM integration and can effortlessly manage your calls, SMS, and client logs directly in Vtiger!