Connecting your Invoco Virtual Number, Virtual Landline or Hosted VoIP PBX system to Agile CRM is really easy. Check out the video to see how to connect the two systems.
In summary, the integration will:
- Add call notes to Contact Records: After a call has been completed, if there is a contact record in Agile CRM that matches the telephone number of the contact the system will add a call note to that contact with details of the call and a link to the call recording on the Invoco system if call recording is enabled.
- Create new Contact Records: If the system doesn’t find a match in Agile CRM the system can optionally create a contact record with a default name and attach the call note to that record.
- Desktop Notifications: On incoming calls, the Invoco platform will perform a real-time look-up to Agile CRM and if it finds a match on the telephone number for a contact, it will display the caller’s name as a Desktop Notification as long as you’re logged into the Invoco Portal. Clicking on the notification will take you straight to that contact record in Agile CRM.
- Display caller’s details on your VoIP phone: As with Desktop Notifications, if the caller’s details can be found in Agile CRM, the system will display the caller’s name on your incoming calls.