--- title: "LeverateCRM" slug: "crm-leveratecrm" description: "How to integrate Voiso with the Leverate CRM." updated: 2026-08-10T08:50:57Z published: 2026-08-10T08:50:57Z 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 **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](/v1/docs/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 | | Temporary lead access | Automatically assigns dialer campaign leads to agents in Leverate CRM for the duration of the call, giving them full access to the customer record | #### 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](/v1/docs/outbound-dialer-running-a-crm-campaign). 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. ![Integrations Leverate Add Campaign Page](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/Integrations%20Leverate%20Add%20Campaign%20Page.png) #### 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. #### Temporary lead access Temporary lead access automatically assigns dialer campaign leads to the connected agent in Leverate right before the screen pop opens, then returns the lead to a designated pool user unless the agent marks the call outcome as successful — in which case they keep the lead. This gives agents full access to the customer record for the duration of the call, without changing how leads are managed in Leverate otherwise. Refer to [Settings](/v1/docs/crm-leveratecrm#settings) below to configure this feature. ## Integration To integrate Voiso 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) 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) 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. ### Settings The Leverate page Settings tab enables you to configure temporary lead access for dialer campaigns. #### Temporary lead access ![Image](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/image(18).png) To enable temporary lead access: 1. On the **Leverate Settings** tab, select **Enable temporary lead access**. 2. In the **Pool user ID** field, enter the ID of a dedicated Leverate user that has access to all leads. Create this user directly in Leverate CRM before entering its ID here — it becomes the default owner of any lead that isn't currently assigned to an agent. 3. Under **API credentials**, enter the **GUID**, **Secret key**, and **Organization** values from your Leverate account. Voiso uses these to authenticate lead assignment calls to Leverate. 4. Under **Assigned successful wrap-up codes**, click **Manage**, then select the wrap-up codes that count as a successful call outcome. ![Image](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/image(19).png) Calls with any other wrap-up code — or no code selected before the after-call work timer expires — are treated as unsuccessful, and the lead is reassigned to the pool user. 5. Click **Save**. 6. Add the **Leverate user ID** for each agent who will handle Leverate dialer campaigns — see [Setting up agents for temporary lead access](/v1/docs/crm-leveratecrm#setting-up-agents-for-temporary-lead-access) below. An agent without this ID configured will not get lead access during dialer calls. Important If the Leverate assignment API call fails for any reason, the call still connects normally to the agent — the failure does not interrupt call routing, but the customer record won't be accessible until the lead is reassigned manually in Leverate. ## Setting up agents for temporary lead access When temporary lead access is enabled, a **Leverate user ID** field appears in the General section of the agent's **Edit user** page. ![Image](https://cdn.document360.io/44ae307a-3737-4fbf-98e0-9b888deb90dc/Images/Documentation/image(20).png) Add the agent's Leverate user ID to this field for any agent who will handle Leverate dialer campaigns — Voiso uses it to assign leads to that agent during dialer calls. Important Agents without a Leverate user ID configured will not get lead access, and the customer record may fail to display during their dialer calls. This is one of the required setup steps for [temporary lead access](/v1/docs/crm-leveratecrm#settings) — see the full setup sequence there. 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.