In a CRM integration with Ringover, you can choose which call types should create tasks, activities, records, or tickets in your CRM. This setting improves efficiency by only pushing the most relevant interactions.
Understanding the different call types
By default, all call types can be included. However, you can customize the selection to match your goals.
Incoming calls
- Answered calls Incoming calls answered by a member of your team; the communication was successfully established.
- Missed calls Incoming calls not answered because there was no reply or the call was rejected.
- Voicemail messages The caller left a voice message when no user answered.
Outgoing calls
- Outgoing calls Calls placed by your team and successfully connected; the callee picked up.
- Unsuccessful outgoing calls Calls placed but with no connection established: no answer, busy line, connection failure, etc.
Configure call types in a CRM integration
- Open your Dashboard Ringover then go to Store > Integrations.
- Find the CRM integration to configure and click Configure.
- Locate the Call type setting and choose which options to push to the CRM.
Available options
Incoming calls
- Answered calls
- Missed calls
- Voicemail messages
Outgoing calls
- Outgoing calls
- Unsuccessful outgoing calls
Shortcuts
- All Pushes all call types.
- None Pushes no call types.
Tip Choose a limited scope to avoid overloading your CRM, for example only push missed calls and voicemail messages if your priority is calling prospects back.
Summary
Ringover call types are Answered calls, Missed calls, Voicemail messages, Outgoing calls, and Unsuccessful outgoing calls. You can decide which ones create items in your CRM to keep your teams focused on what matters.