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CRM Integration - Vtiger

  • Updated

The Vtiger Integration allows for the following features:

  • Automatic Call Logging: All calls are automatically time and date stamped within the customer lead. A recording of the discussion is available for automatic posting within the lead as well.
  • Call Popup: When a client calls in, the customer lead will automatically populate.

 

1. Login to the web portal at sip.alinephonesystems.com with an admin account

 

 

 2. Navigate to CRM -> Integration

mceclip0.png

 

 

3. Configure your CRM as shown below

File:6.0-crm-Vtiger.png

  • Page URL
(E.g. https://examplecompany2197.od2.vtiger.com)

 

4. Open the Communicator app. Navigate to Tools -> Preferences -> Modules -> CRM

 

5. Enable CRM integration. Enable the options you prefer. Finally, enter the email and Vtiger access key for your Vtiger account.

  • To find your access key, navigate to your Vtiger My Preferences. Then, copy the Access Key.