Who should read this article: Administrators
How to integrate Voiso with the Leverate CRM.
Introduction
The Voiso Leverate integration provides calling list import for outbound Dialer campaigns and click-to-call functionality for your agents while using Leverate. Agents can make calls using the Agent Panel by clicking the phone icon or a phone number in Leverate.
Features
The Voiso Integration app for Leverate enables the following CRM features:
| Feature | Description |
|---|---|
| Calling List Import | {{variable.BrandName}} pulls selected contact phone numbers directly from the Leverate contact list for Dialer campaigns |
| Click-to-call | Agents initiate calls in Leverate by clicking the phone icon or a phone number instead of manually dialing the number |
Calling list import
This feature allows you to import Calling lists from Leverate to Voiso. 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 Voiso Dialer campaign builder. Both static and active contact lists are supported. The Voiso 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.
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 Voiso with Leverate, navigate to Administration > Integrations, then click the Leverate tile.
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.
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.
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.