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How to integrate Ringover with Sage Sales Management

  • Updated

The Ringover integration with Sage Sales Management connects your telephony directly with your sales pipeline, allowing you to make one-click calls and automatically log customer interactions. In this guide, you’ll learn how to generate your API keys in Sage, activate the integration in Ringover, configure your sync preferences, and place calls using the Ringover Dialer.

Prerequisites

  • An active Ringover Business account or higher.
  • Administrative or technical permissions on your Ringover Dashboard.
  • An administrator account in Sage Sales Management.

Connect and configure Sage Sales Management integration

1. Generate your API keys in Sage

Generate your Public and Private API keys from your Sage user profile settings.

  1. Log in to your Sage Sales Management account.
  2. Click on your logo/avatar in the top-right corner.
  3. Select My profile and configuration.
  4. Click on API key management.
  5. Generate and copy both your Public key and Private key.

2. Activate Sage Sales Management in Ringover

Link your Sage credentials inside your Ringover Dashboard to establish the connection.

  1. Log in to your Ringover Dashboard.
  2. Go to Store > Integrations.
  3. Search for Sage Sales Management and click on it.
  4. Paste your Sage API key into the Public key field.
  5. Paste your Sage private key into the Private key field.
  6. Click Activate.

3. Configure your integration settings

Customize how contacts, calls, and messaging events synchronize between both platforms.

  1. Call types: Manage and filter 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. Group SMS conversations by: Choose the time interval used to group SMS messages into threads (e.g., "Day (24 hr)").
  7. Link users with an account: Map Sage Sales Management users or agents to their corresponding system account via "Manage users".
  8. Assign missed IVR calls to: Designate a specific user or team member (e.g., "Add user") to assign unhandled IVR calls.
  9. Log internal calls: Toggle switch to automatically log internal team calls within Sage Sales Management.
  1. Include Empower summaries and transcripts in call logs: Toggle switch to attach AI transcripts and call summaries to call logs.
  2. Include scenario name in call logs (for incoming IVR calls): Toggle switch to append the specific IVR scenario name to incoming call logs.
  3. Logs display language: Select the language used to display call log details (e.g., "es").
  4. Account ID: Input field to specify the Sage Sales Management account identification number (e.g., 497).
  5. Type of activity created (Contact): Define the activity classification assigned to Contact interactions: (Incoming call: Activity type for received calls. Outgoing call: Activity type for placed calls. SMS conversation: Activity type for SMS threads. WhatsApp conversation: Activity type for WhatsApp threads.
  6. Log WhatsApp messages: Toggle switch to automatically save WhatsApp chat messages into Sage Sales Management.
  7. Group WhatsApp conversations by: Select how WhatsApp messages are grouped into conversation threads (e.g., "Day (24 hr)").
  8. Create contact for calls: Choose when new contacts are automatically created during calls (e.g., "All calls").
  1. Create contact for WhatsApp messages: Toggle switch to automatically generate new contacts from WhatsApp conversations.
  2. Sync contacts (v4): Toggle switch to enable general contact synchronization with Sage Sales Management.
  3. Sync contacts on a call-by-call basis: Toggle switch to trigger contact synchronization individually as each call occurs.
  4. Display contact's info during call and only store their info if call-by-call basis is activated: Toggle switch to show contact details on the dialer during calls while conditionally restricting data storage unless call-by-call sync is enabled.
  5. Mapped fields: Select Sage Sales Management fields to display in the dialer's Info section via "Add or edit fields".

4. Place calls and log activities in Sage

Make outbound calls with one click and verify that activities are recorded in your CRM records.

  1. Install the Ringover Dialer extension in your browser (🔗 How to use Ringover Dialer extension on Google Chrome).
  2. Open any lead, contact, or account page inside Sage Sales Management.
  3. Click on any highlighted phone number to initiate a test call via Ringover.
  4. Verify that the completed call, AI summary, and transcript link log automatically in the contact file, the related company record, and your activity feed.

🎉 You now know how to connect and configure the Sage Sales Management integration and can manage all your pipeline calls and customer activity tracking seamlessly!