---
title: "LeverateCRM"
slug: "crm-leveratecrm"
description: "How to integrate Voiso with the Leverate CRM."
updated: 2025-10-02T09:49:28Z
published: 2025-10-02T09:49:28Z
canonical: "docs.voiso.com/crm-leveratecrm"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.voiso.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Leverate

{{variable.AudienceAdmin}}

How to integrate {{variable.BrandName}} with the Leverate CRM.

## Introduction

The {{variable.BrandName}} Leverate integration provides calling list import for outbound Dialer campaigns and click-to-call functionality for your agents while using Leverate. {{glossary.Agent}}s can make calls using the **[Agent Panel](/v1/docs/agent-panel)** by clicking the phone icon or a phone number in Leverate.

### Features
The {{variable.BrandName}} Integration app for Leverate enables the following CRM features:

<table>
<thead>
<tr>
<th>Feature</th>
<th>Description</th>
</tr>
</thead>
<tbody>
<tr>
<td>Calling List Import</td>
<td>{{variable.BrandName}} pulls selected contact phone numbers directly from the Leverate contact list for Dialer campaigns</td>
</tr>
<tr>
<td>Click-to-call</td>
<td>Agents initiate calls in Leverate by clicking the phone icon or a phone number instead of manually dialing the number</td>
</tr>
</tbody>
</table>

#### Calling list import
This feature allows you to import {{glossary.Calling list}}s from Leverate to {{variable.BrandName}}. First create a list of leads or contacts with account IDs and phone numbers in Leverate, then use the list as a data source in the {{variable.BrandName}} [Dialer campaign builder](/v1/docs/outbound-dialer-running-a-crm-campaign). Both static and active contact lists are supported. The {{variable.BrandName}} live campaign feature uses the Leverate active contact lists.

When you create a Dialer campaign, on the **Add campaign** page, click **Live campaign**, select **Levearte CRM** from the **Method** menu, and choose a **Poll interval** (how frequently Dialer should check for new contacts on Leverate.

![Integrations Leverate Add Campaign Page](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Leverate%20Add%20Campaign%20Page.png){height="" width=""}

#### Click-to-call
Agents can dial contact numbers directly from the Leverate application by clicking a phone icon or phone number in Leverate. This feature enables agents to make calls without manually dialing the number or copying and pasting a number into the dial pad, and without leaving the Leverate application to call from another application.

## Integration

To integrate {{variable.BrandName}} with Leverate, navigate to **Administration > Integrations**, then click the **Leverate** tile.

![Integrations View None Connected](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20View%20None%20Connected.png){height="" width=""}

The **Leverate** page provides information about the Leverate integration, instructions for connecting the integration, and a list of prerequisites you should have in place before clicking **Connect**.

![Integrations Leverate Integration Page](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Leverate%20Integration%20Page.png){height="" width=""}

When you click **Connect**, the **Connection setup** panel is displayed. Enter the following information, then click **Next** to complete the integration:

* CRM URL
* VoIP Cloud Username
* VoIP Cloud Secret
* Database host
* Database port
* Database schema name
* Database view name

## Managing your integration

To manage an existing Leverate integration, navigate to **Administration > Integrations**, then click the **Leverate** tile.

On the **Leverate** integration page, you can reconnect an integration that has lost connection or disconnect a connected integration.

Click the **Edit connection** button and selected either **Reconnect** or **Disconnect**.

{{snippet.reconnectingAnIntegration}}

{{snippet.disconnectingAnIntegration}}