If you have Call Recording plus one of our CRM integrations you’ll now see call recording links in your contact notes. For example, here’s a note of a telephone call in our Capsule integration:

Capsule Note

Simply click the link to listen to the call recording:

Playing call recordings

Sadly not all the CRM’s are URL friendly. For example, here’s a call note in Infusionsoft:

A call note from Inufsionsoft

You can see the link but it’s not clickable. In this case, you’ll need to copy & paste the link into your web browser or you could try a browser plugin that turns the link clickable, such as the Clickable Links plugin for Chrome.

If you’ve added the Slack integration we’ve created a new Recording tag so you can add the call recording link to your slack messages:

Slack Call Recording Tag

That should save you digging around in your Call History looking for recordings.

Mark

Mark

Posted on: 2nd March 2018

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