Setting up Phone Calls with Telzio..
This feature is available in Sales Professional, Vtiger One Professional and Vtiger One Enterprise editions.
In order to use the Phone Calls module with Telzio, your company has to first sign up for an account with Telzio and setup the Call Flow.
Phone Calls module is not readily available in Vtiger. It has to be installed manually to get started with the module. Follow these simple steps to install the module.
After registering with Telzio, you will be provided with API key and secret value. Follow few simple steps to configure these in Vtiger CRM.
1. You can set the merge tags (fields) for the Case/Opportunity creation from Incoming Call Pop-up.
For each user who is allowed to handle incoming and outgoing calls from the CRM, the extension number should be configured in the User preferences page.
Follow below steps to connect Telzio and Vtiger.
Click on Integrations > Vtiger > Install
Configure the Webhook URL. Copy the Callback URL from Vtiger and paste it into Webhook URL of Telzio.
Click on Save Changes.
Once the configuration is completed on both sides i.e., Vtiger and Telzio, you are now ready to make or receive calls in the CRM.
To know more about the features and benefits of this integration, please check Telzio + Vtiger CRM