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Vtiger Integration with Twilio
Table of Contents
Introduction
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Well, there is - the Phone Calls module in Vtiger CRM!
With the Phone Calls module, you can connect with your contacts by simply placing a call directly from your laptop or desktop by clicking the phone call icon.
So, how does Vtiger CRM’s feature work? Let us see.
With the Phone Calls module installed, you can:
- Place calls directly from your desktop or laptop.
- Integrate services such as Live Chat, email, call logging, purchase history, feedback surveying, support tickets, and many more.
You can also use different telephony gateways! With the Phone Calls module, you can connect to other hosted telephony services such as Plivo, ViciDial, Knowlarity, Exotel, and Asterisk ver. 1.4 and 1.6 (without Vtiger Connector) and Asterisk ver. 1.8 - 11 (with Vtiger Connector).
Benefits of Phone Calls feature
- Additional channels of communication and managing a high volume of calls.
- Increased productivity and efficiency -
Also, you can set up two types of gateways:
- Normal gateway - To set this up, you must configure an extension phone number in the agent’s preferences. When you call a client, it connects to the extension number first. Agents must receive the call on the extension number to connect with the client.
- Client gateway - Outgoing calls directly connect to the clients when you use client gateways. You can set up client gateways only with Twilio and Plivo.
Other Telephony Gateways in Vtiger CRM
Vtiger CRM’s integrated telephony helps to connect with the following:Feature Availability
Installing Phone Calls
The Phone Calls module is available when you install it from the Extension Store. You can access the Extension Store if you are an Admin user.
Follow these steps to install Phone Calls:
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Extensions section.
- Select Extension Store.
- Search for ‘Phone Calls’ using the search bar.
- Click Install.
- Click Yes to confirm.
After you install the module, you can see it under Main Menu > Essentials > Conversations.
Configuring Twilio
You can configure Twilio and other gateways only if you are an Admin user. Let us look at the procedure of setting up Twilio as a normal and client gateway.
Normal gateway
Let us first see how Twilio works as a normal gateway.
- CRM admins must subscribe to the Twilio service and get their Twilio Number.
- Individual sales/support members must set up their Twilio Extension Number in their CRM preferences.
- Incoming calls - When a customer calls on the Twilio Number, the call is routed to all the sales/support members. One of the members can attend the call.
- Outgoing calls - When a sales/support member calls a customer, the call is first routed to the member’s own extension number. The sales/support must receive the call on the extension number, after which the call connects to the customer.
Follow these steps to set up Twilio as a normal gateway:
Perform these steps in Vtiger CRM.
- Log in to your CRM account.
- Click the User Menu on the top right corner of the CRM screen.
- Click Settings.
- Look for the Extensions section.
- Select Phone Configuration.
- Click +Add Gateway.
- Select Twilio from the Gateway drop-down.
- Select Active from the Gateway Status drop-down. This activates the gateway for incoming and outgoing calls.
- Set the gateway as default by selecting Yes from the Default Gateway drop-down. This step is optional.
- Log in to your Twilio account.
- Copy Account SID from the Twilio Dashboard to Auth ID in the CRM.
- Copy Auth Token from the Twilio Dashboard to Auth Token in the CRM.
- Click All Products & Services from the left sidebar in Twilio.
- Select Phone Numbers (# icon) > Active Numbers.
- Copy your Twilio number and paste it under Twilio Number in the CRM. Remove spaces and the country code from the number.
- Click on your Twilio number.
- Scroll down to Voice & Fax.
- Select the following:
- Voice Calls under ACCEPT INCOMING
- Webhooks, TwiML Bins, Functions, Studio, or Proxy under CONFIGURE WITH
- Copy Callback URL from the CRM.
- Paste the Callback URL in the following fields:
- A CALL COMES IN
- PRIMARY HANDLER FAILS
- CALL STATUS CHANGES
- Click Save.
- Choose the following for incoming calls:
- Welcome Message Type - This is an audio message that is played while a client is calling you. You can choose,
- Message - Type the message, which is transcribed into an audio message.
- URL - The audio on the URL is played as the audio message.
- Closed Message Type - This is an audio message that is played when a client calls you during your non-business hours and you are unavailable to receive calls. You can choose,
- Message - Type the message, which is transcribed into an audio message.
- URL - The audio on the URL is played as the audio message.
- Busy Message Type - This is an audio message that is played when a client calls you during your business hours, but you cannot receive calls.
- Message - Type the message, which is transcribed into an audio message.
- URL - The audio on the URL is played as the audio message.
- No Answer Timeout (sec) - The period after which a client’s incoming call must be disconnected before you receive it. For example, 60 seconds.
- Language for IVR messages - The language in which the Welcome Message must play.
- Business Hour Name - Select the agent's business hours.
- Voicemail Email ID - When clients leave a voicemail message, it is sent to the email address you specify here.
- Voicemail Transcription - Choose None if you do not want a transcript of the voicemail. Choose Auto if you need a transcript.
- Wait Music URL - The music that must play when a client’s call is being connected.
- Recording - Choose Yes if you need a recording of the call. Otherwise, choose No.
- Recording Message - When recording is enabled, the recording message is played before the system starts recording the call.
- Ticket/Case Title - Enter the case title. Vtiger CRM does not consider this value.
- Opportunity - Enter the case title. Vtiger CRM does not consider this value.
- Welcome Message Type - This is an audio message that is played while a client is calling you. You can choose,
- Click Save.
- Click the User Menu on the top right corner of the CRM screen.
- Click My Preferences.
- Click the Edit icon.
- Scroll down to Phone Preferences.
- Enter the extension number under Twilio Extension. Prefix your country code to the extension number.
- Click Save.
Client gateway
You don’t need an extension number to use client gateways.Follow these steps to set up Twilio as a client gateway:
- Perform Steps 1 to 9 mentioned in the Normal Gateway setup.
- Keep both Twilio and the CRM tabs open.
- Log in to your Twilio account.
- Copy the Account SID from the Twilio Dashboard to the Auth ID in the CRM.
- Copy the Auth Token from the Twilio Dashboard to the Auth Token in the CRM.
- Click All Products & Services from the left sidebar in Twilio.
- Select Programmable Voice > TwiML > TwiML Apps.
- Click the + icon to add Vtiger as an app.
- Add a name to the app under FRIENDLY NAME.
- Copy SID from Twilio to Twiml App Sid in the CRM.
- Copy the Client Callback URL from the CRM.
- Paste the Client Callback URL in the following sections in Twilio:
- Request URL
- Fallback URL
- Status Callback URL
- Click Create. The TwiML app is now created.
- Click All Products & Services from the left sidebar in Twilio.
- Select Phone Numbers (# icon) > Active Numbers.
- Click on your Twilio number.
- Scroll down to Voice & Fax.
- Select the following under Voice Configuration:
- TwiML App under CONFIGURE WITH drop-down.
- TwiML app under the TwiML App drop-down that you just created.
- Click Save.
- Admin users can restrict other users from making or receiving calls through Profiles.
Phone Calls Features
The Phone Calls module provides the features below.
Incoming Call Pop-up
Vtiger CRM users are notified about incoming calls in the form of pop-up messages. So how does this feature work? Incoming calls are matched with the lead, contact, or organization records in the CRM by matching caller numbers with numbers in the CRM.
- If a matching number exists, then the lead/contact/organization's name is displayed in the pop-up.
- If a matching number does not exist, you are prompted to enter the caller's email ID in the pop-up to create a new contact record.
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For normal gateways, the incoming pop-up is shown to all the users who have configured the extension number in their preferences.
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For client gateways, the pop-up is shown only to the first 10 users who have installed and configured the Phone Calls extension.
When a user answers a call, the pop-up disappears for other users.
So, how is this incoming call pop-up helpful to you? Well, from the pop-up, you can:
- Search/Create a contact if there is no matching contact for an incoming call.
- Create a deal or a case from the incoming call pop-up.
- Transfer calls to other agents or reps.
- Add call notes.
Also, you can view recent call logs in related touchpoints of the contact’s record.
Click-to-Call for Outgoing Calls
This feature is available for all outgoing calls. You can directly call your contacts from the contact/organization record by adding their phone numbers to the record.Follow these steps to place a call from a record:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- Click on the phone number of a contact under the Phone column in the List View.
- Choose a gateway (if multiple are configured and active).
Call Notes
You can add notes while on a call or after the call to follow up with customers. These notes are available in the phone call records. You can also access these notes for reference whenever you call the customer again.Customer Sentiments
After a call is completed, you can rate the customer’s experience of talking with you using one of the five sentiments: Very Negative, Negative, Neutral, Positive, and Very Positive. Recording sentiments helps you improve customer experiences in the future.
Call Recording
You can automatically record all incoming calls to ensure you don't miss out on the important points you discussed with your contact. You can listen to these calls later to make notes or to review what you have discussed.
Transfer Calls
Do you have a team of sales reps or customer reps handling calls in your business? Then the Transfer Call feature is perfect for you. If some of your sales reps or customer reps are busy, they can transfer the call to other agents from the incoming call pop-up with just a click. This facility is available for Plivo and Twilio users.For example, if Chris is busy on a call with a customer and receives another, he can immediately transfer the second call to James, another sales representative.
Follow these steps to transfer a call:
- Log in to your CRM account.
- Receive the call from the incoming call pop-up.
- Click the Transfer icon shown on the top right of the pop-up.
- Select the agent to whom you want to transfer the call.
Setting up Voicemails
Are all your sales reps busy? Don’t miss a customer's call - set up a voicemail!You can have your customers leave a message if all support representatives are busy? Or away from work. The voice will be recorded and sent to the owner’s primary email address, which you must specify during the setup.
Also, did you know that you can create a transcript of your voicemail messages?
Simply enable the Transcript field under Phone calls. You can also send the transcript of the call to your customer. This transcript is emailed to the owner’s primary email address.
Link Phone Calls to Business Hours
What if a customer calls when you are having an extensively busy day or your business is closed for the holidays or if it is your day off? Not to worry, you can now link your phone calls to your business hours by setting up a voicemail. Just record your message, and it will be played out. Customers will have the option of leaving you a message on the completion of your voicemail.For example:
Phone Call Logs
The log of the calls (incoming and outgoing) are listed under Main Menu > Essentials > Phone Calls. You can view the following details on this screen:- Call status, customer number, which agent or rep handled the call (mentioned in Handled By and Assigned To fields), call duration, etc., call duration, etc.
- Details for each call can be seen when you open the call record, such as -
- Links to the voice recording
- Call notes
- Call transfer details
- Call direction, etc.
To learn how to create a list, click here.
Phone Call Status Values
Call status values define the status of the calls being handled. You can see the following call statuses in the CRM.- Ringing: For inbound calls, before the call is routed.
- In-progress: For inbound calls, after an agent or a rep picks up the call. For outbound calls, when a rep initiates a call.
- Completed: For inbound and outbound calls, after a call is completed.
- Voicemail: For inbound calls, if a call went to voicemail.
- Hang-up: For inbound calls, if a customer hangs up the call before it is routed to a rep.
- No-answer: For an outbound call, when it is not answered and there is no voicemail.
Troubleshooting Tips
Here are some common issues users encounter while using Twilio:
API Configuration Issues: Difficulty in setting up or configuring Twilio’s API for CRM integration.
Ensure that Twilio Account SID and Auth Token are correctly integrated with the CRM.
Verify that the API endpoint URLs are correct.
SMS/Call Delivery Issues: SMS or phone calls not being delivered to customers.
Verify that the Twilio numbers are properly configured for sending SMS or making calls.
Check Twilio’s message logs to identify errors like "Invalid phone number" or carrier-related issues.
Caller ID and Number Configuration Issues: Issues with displaying or configuring the correct caller ID or number for outbound calls or SMS.
Confirm that the correct Twilio number is assigned to the SMS/call process.
Ensure that the caller ID verification process for outbound calls has been completed.
Webhook Misconfigurations: Issues with handling incoming messages or events via Twilio webhooks.
Ensure that the CRM’s endpoint URL is correctly set up in Twilio for webhook processing.
Verify that the CRM is capable of accepting POST requests and that it responds with the required status codes.
CRM Integration Failures: Twilio integration with the CRM is incomplete or fails intermittently.
Verify that Twilio is correctly integrated into CRM workflow automation, such as by triggering SMS or calls based on specific CRM events.
Check for proper use of CRM APIs, plugins, or middleware that connect to Twilio