Start your free trial
English (United Kingdom) Español Français

How to integrate Ringover with Loxo

  • Updated

The LOXO integration with Ringover provides a complete solution for managing business communications directly within your recruitment and sales pipelines. In this guide, you’ll learn how to retrieve your API credentials, connect LOXO to your Ringover account, format international phone numbers, and configure contact and activity synchronization.

Prerequisites

Before starting the integration, ensure your account types and contact phone numbers meet the necessary requirements.

  • Plan Requirement: You must have an active Ringover Business plan.
  • Account Permissions: The setup must be performed by an administrator or technician account in Ringover and requires access to an active LOXO account.

Link and configure your LOXO CRM 

⚠️ Important (International Number Formatting): LOXO does not automatically reformat international numbers without a country code prefix.

- International numbers: Ensure all international phone numbers in LOXO comply with the E.164 format (e.g., +33675023577 for a French number) before syncing.

- Local numbers: Regional prefixes are not required. During synchronization, Ringover automatically applies the country prefix based on your team's account settings.

2. Generate your API key in LOXO

Locate your agency details and generate a secure API key inside your LOXO platform.

  1. Log in to your LOXO account.
  2. Click on your Avatar in the top navigation and select Settings.
  3. Locate the API keys category and click on it.
  4. Click Add to generate a new API key, then copy the key to your clipboard.

3. Activate the LOXO integration in Ringover

Link your LOXO environment directly from your Ringover Dashboard.

  1. Go to your Ringover Dashboard > Store > Integrations.
  2. Locate LOXO in the list and click Activate.
  3. In the popup window that appears, fill in the required fields:
    • Agency Slug
    • API Key (pasted from LOXO)
    • Agency ID
    • Custom Domain (if applicable for Sync v4)
  4. Click Activate to complete the connection.
💡 Note down your Agency ID (found in the URL of your LOXO account) and your Agency Slug. If you do not know your Agency Slug, contact support@loxo.co. 

4. Configure your LOXO integration settings

Set up automated activity creation, field mapping, and contact synchronization.

  1. Call types: Choose the types of calls you want to be included in your integration (incoming, outgoing, or invalid calls) by selecting "Manage call types".

  2. Include recordings in call logs: Select which recordings to sync (all files, recordings, voicemails, or none).

  3. Restrict access to recordings: If activated, only users with an active Ringover account can access the call recording link.

  4. Phone numbers: Select the specific numbers you want to include in your system.

  5. SMS messaging numbers: Select the specific numbers you want to include in your system.

  6. Group SMS conversations by: Choose how to group your SMS logs (by 24h days, full conversation, or do not group).

  7. Link users with an account: Manually link Ringover users to a CRM account from the "Manual" tab, or configure automatic linking based on matching email addresses.

  8. Assign missed IVR calls to: Choose a designated user to handle missed IVR routing calls.

  1. Log internal calls: Activate this option if you want to log calls between your Ringover agents.

  2. Include Ringover summaries in call logs: Automatically adds a call AI-generated summary to the comments section of the activity log once it is generated from Ringover.

  3. Log Empower meeting summaries: Automatically sync a meeting AI-generated summary.

  4. Include scenario name in call logs: Automatically records the name of the active IVR routing scenario for incoming calls to show the caller's path.

  5. Use tags to update activity type: enable this option to use tags.

  6. Logs display language: Select the specific language you want your Loxo logs to be displayed in.

  7. Custom URL: If your organization uses a custom domain (e.g., https://metaview.app.loxo.co/agencies/12345/people), copy the URL base from https to loxo.co (e.g., https://metaview.app.loxo.co/).
  8. Type of activity created: Specifies the activity record that is generated in the system following a communication event, status update, or other relevant user action. The activity type provides a standardized way to track interactions and changes made to a customer/contact or opportunity.

 

  1. Create contact for calls: Select the type of call to create a contact (incoming, outgoing, missed, completed or all calls).

  2. Create contact for SMS messages: Select the type of SMS to create a contact (incoming, outgoing, all SMS or none).

  3. Create contact for WhatsApp messages: Enable the option to create a contact for Whatsapp messages.

  4. Select contact manually: The activity will be logged on the specific CRM contact you select manually from the dialer during or after the call.

  5. Sync contacts (v4): Activates advanced, two-way real-time contact synchronization between Loxo and Ringover to ensure both directories match perfectly.

  6. Sync contacts on a call-by-call basis: If activated, contact details will be synced from your CRM and stored in your Ringover account only when you call them or they call you. It's highly recommended for larger databases as it keeps your dialer uncluttered by only loading records when active communication takes place.

  7. Mapped fields: Select a field from Loxo CRM and add a custom label name; this custom label and its corresponding CRM field will appear in the Info section of your dialer.

Please note:

  • By default, Ringover will assign activity types to incoming and outgoing calls using the dedicated fields available in the LOXO interface. The same principle applies to incoming and outgoing SMS messages.
  • WhatsApp does not provide activity types. Therefore, the activity type must be created manually in LOXO.

FAQ

How can I troubleshoot missing contacts?

If a contact does not sync as expected, check the following:

  1. Verify that the phone number associated with the contact is an international number without a country prefix.
  2. If it is, reformat the number to comply with the E.164 format before retrying the sync. Please refer to the "Important to know" section above.
How can I troubleshoot Ringover extension issues with Loxo?

If your Ringover extension is not working correctly with Loxo, check the following:

  1. Ensure that email addresses exactly match between your Ringover and Loxo accounts. If they don't match, contact support to update your email address.
  2. Verify that you're using the latest version of the extension.
  3. Clear your browser's cache and cookies, which may create conflicts.
  4. Check that the integration settings are correctly configured.

🎉 You now know how to link and configure your LOXO integration with Ringover and can start logging calls, SMS, WhatsApp chats, and contact updates automatically within your CRM!