---
title: "PandaCRM"
slug: "crm-pandacrm"
description: "How to integrate Voiso with the Panda CRM."
updated: 2025-09-23T12:36:37Z
published: 2025-09-23T12:36:37Z
canonical: "docs.voiso.com/crm-pandacrm"
---

> ## 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.

# Panda

**Who should read this article**: Administrators

How to integrate Voiso with the Panda CRM.

## Introduction

The Voiso Panda integration provides calling list import for outbound Dialer campaigns and click-to-call, call history, and screen-pop functionality for your agents while using Panda. Agents can make calls using the **[Agent Panel](/v1/docs/agent-panel)** by clicking the phone icon or a phone number in Panda.

### Features

The Voiso Integration app for Panda enables the following CRM features:

| Feature | Description |
| --- | --- |
| Calling List Import | {{variable.BrandName}} pulls selected contact phone numbers directly from the Panda contact list for Dialer campaigns |
| Screen Pop | The contact record is automatically displayed in Panda when an agent handles a call in {{variable.BrandName}} |
| Click-to-call | Agents initiate calls in Panda by clicking the **Make a phone call** icon instead of manually dialing the number |
| Call History | Call outcome logging and call details are automatically transmitted to the Panda database after a call and are available from the **Calls** table |

#### Calling list import

This feature allows you to import Calling lists from Panda to Voiso. First create a Campaign in Panda, add Leads or Contacts, then use the Campaign as a data source in the Voiso [Dialer campaign builder](/v1/docs/outbound-dialer-running-a-crm-campaign). Both static and active contact lists are supported. The Voiso live campaign feature uses the Panda active contact lists.

![CRM Panda Dialer Campaign Live Calling List](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/CRM%20Panda%20Dialer%20Campaign%20Live%20Calling%20List.png)

#### Screen pop

When a call is answered by an agent, Voiso displays the Panda contact page with relevant information, including interaction history and contact details. Agents can personalize each interaction, improving the customer experience (CX).

#### Click-to-call

Agents can dial contact numbers directly from the Panda application by clicking a phone number in Panda. 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 Panda application to call from another application.

#### Call history

Call history adds information from Voiso about the call to the Panda call history.

## Integration

To integrate Voiso with Panda, navigate to **Administration > Integrations**, then click the **Panda** tile.

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

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

![Integrations Panda Integration Page](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Panda%20Integration%20Page.png)

## Managing your integration

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

On the **Panda** 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**.

### Reconnecting an integration

To reconnect an integration that has been disconnected, either manually or as the result of an error, or to modify the connection, click **Edit connection**, then select **Reconnect**.

Follow the on-screen instructions to connect your integration.

### Disconnecting an integration

To disconnect an integration, click **Edit connection**, then select **Disconnect**.

In the **Disconnect integration** panel, click **Disconnect** to remove the integration from your contact center.

A user who handles inbound and/or outbound interactions with contact. Sometimes referred to as a Customer Service Representative (CSR). The front-line employee who interacts directly with contacts and assists with tasks such as placing orders, resolving billing issues, and answering policy questions.

the list of telephone numbers used for an outbound Dialer campaign. Voiso supports both CSV upload and import from a CRM.

Customer Experience. The experience resulting from a contact's interaction on any channel and at any touchpoint of the customer journey.

## Related

- [Integrations overview](/integrations-overview.md)
- [Integrations](/administration-crm-integration-settings.md)
- [CRM integration](/crm-integration.md)
- [Dialer campaigns overview](/outbound-dialer-campaigns-overview.md)