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Proftit
- 05 Feb 2025
- 2 Minutes to read
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Proftit
- Updated on 05 Feb 2025
- 2 Minutes to read
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Who should read this article: Administrators
How to integrate Voiso with the Proftit CRM.
Introduction
The Voiso Proftit integration provides calling list import for outbound Dialer campaigns and click-to-call, call history, and screen-pop functionality for your agents while using Proftit. Agents can make calls using the Agent Panel by clicking the phone icon or a phone number in Proftit.
Features
The Voiso Integration app for Proftit enables the following CRM features:
| Feature | Description |
|---|---|
| Click-to-call | Agents initiate calls in Proftit by clicking an icon or link instead of manually dialing the number |
| Calling List Import | Voiso pulls selected contact phone numbers directly from the Proftit database for Dialer campaigns |
| Screen Pop | The contact record is automatically displayed in Proftit when an agent handles a call in Voiso |
| Call History | Call outcome logging and call details are automatically transmitted to the Proftit database after a call |
Click-to-call
Agents can dial contact numbers directly from the Proftit application by clicking any dialable number. This feature enables agents to make calls without manually dialing the number or copying and pasting a number into the dialpad, and without leaving the Proftit application to call from another application.
Calling list import
This feature allows you to import Calling lists from Proftit to Voiso. First create a Campaign in Proftit, add Leads or Contacts, then use the Campaign as a data source in the Voiso Dialer campaign builder. Both static and active contact lists are supported. The Voiso live campaign feature uses the Proftit active contact lists.
Screen pop
When a call is answered by an agent, Voiso displays the Proftit contact page with relevant information, including interaction history and contact details. Agents can personalize each interaction, improving the customer experience (CX).
Call history
Call history adds information from Voiso about the call to the Proftit call history.
Integration
To integrate Voiso with Proftit, navigate to Administration > Integrations, then click the Proftit tile.
The Proftit page provides information about the XX integration, instructions for connecting the integration, and a list of prerequisites you should have in place before clicking Connect.
Managing your integration
To manage an existing Proftit integration, navigate to Administration > Integrations, then click the Proftit tile.
On the Proftit 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.
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