FAQs in this section
What is Clickatell?
What are the Prerequisites to Integrate Clickatell with Vtiger CRM?
How to Install Clickatell Extension In Vtiger CRM?
What is IMI Mobile?
What are the Prerequisites for Using IMI Mobile with Vtiger CRM?
How to Install IMI Extension In Vtiger CRM?
What is Gupshup?
What are the Prerequisites of Integrating Gupshup With Vtiger CRM?
How to Install Gupshup Extension In Vtiger CRM?
What is a Lead Form?
What are Google Lead Form Extensions?
What is Integrating Google Lead Form Extensions with Vtiger CRM
What are the Benefits of Google Lead Form Extensions Integration?
What are the Prerequisites for Google Lead Form Extensions Integration?
What is the Installation process for Google Lead Form Extensions Integration?
What are the two platforms used for Google Lead Form Extensions Integration?
What is the Google Lead Form Extensions Integration process with Vtiger CRM?
What are the pivotal and mandatory details of Create your lead form used for Google Lead Form Extension Integration?
How to Retrieve the Webhook URL and Key from Vtiger CRM Google Leads page?
What to perform Field Mapping and complete Google Lead Form Extensions with Vtiger CRM?
What are Google Ads?
What is Webhook Url?
What is Google Key?
What is Ozonetel?
What is Ozonetel gateway in Vtiger CRM?
What are the prerequisites to integrate Ozonetel with Vtiger CRM?
Where is Ozonetel available in Vtiger CRM?
How are Ozonetel calls connected in Vtiger CRM?
What are the benefits of integrating Ozonetel with Vtiger CRM?
What are the key terminologies for Ozonetel integration with Vtiger CRM?
How to install the Ozonetel extensions Vtiger CRM?
How to configure Ozonetel Agent Login?
How to place outgoing phone calls using Ozonetel in Vtiger CRM?
How to receive incoming phone calls using Ozonetel in Vtiger CRM?
What are the call statuses in Vtiger CRM?
Can I sign into a Telnyx account using Gmail and Yahoo Ids?
What do you mean by SMS-enabled phone number?
What should I do to buy an SMS-enabled phone number?
Can I send SMS from a local number?
What do you mean by API key?
Do I need an API key to integrate with Vtiger CRM?
Why should I choose an SMS-enabled phone number?
What is Callback URL?
How do you install the Telnyx app in Vtiger CRM?
How do you set up a Telnyx account in Vtiger CRM?
What is the SMS Alert gateway?
What is the SMS Alert Vtiger CRM integration?
What are the limitations of the SMS Alert integration with Vtiger CRM?
Is SMS Alerts both outbound and Inbound?
Can I install SMS Alerts from the Extension Store?
Can I create an SMS Alert account with Gmail ID?
What do you mean by credits?
Do I get free credits when I log in for the first time?
Can I make calls using SMS Alerts?
What are the benefits of an SMS Alert gateway?
What do you mean by Sender ID?
How can I install SMS Alerts in Vtiger CRM?
Where can I find the installed SMS Alerts app in Vtiger CRM?
How can I generate an API key and Sender ID in the SMS Alert account?
How to integrate Ozonetel with Vtiger CRM?
Table of Contents
In this section let us learn how to integrate Ozonetel with Vtiger CRM.
You can integrate and use Ozonetel with Vtiger CRM in these two phases:
Ozonetel Configuration requires:
Follow these steps to add an Outbound Campaign:
You can integrate and use Ozonetel with Vtiger CRM in these two phases:
- Phase 1: Ozonetel Configuration
- Phase 2: Ozonetel Integration with Vtiger CRM
Phase 1: Ozonetel Configuration
This phase is configured in the Ozonetel portal.Ozonetel Configuration requires:
- Step 1: Retrieving the API Key
- Step 2: Adding an Outbound Campaign
- Step 3: Adding an Inbound Campaign
- Step 4: Adding an Agent
- Step 5: Adding a Phone Number
Step 1: Retrieving the API Key
Follow these steps to retrieve the API Key:- Go to Ozonetel Portal. You will be directed to the login scree
- Select Admin Login. You will be directed to the Admin Portal.
- Login to your CloudAgent Admin account. You will be directed to the homepage
- Click Edit Profile. You will be directed to the Edit User screen
- Copy the following to a Notepad or a document.
- API Key
- Username.
Follow these steps to add an Outbound Campaign:
- Go to the CloudAgent homepage.
- Under Campaigns, click Outbound Campaigns.
- Click the + icon (Add Campaign) on the top right corner of the screen to add an Inbound Campaign.
- Enter or select the following information in the below fields:
- Campaign Name - Name of the Inbound Campaign
- Campaign Type - Preview (or based on your preferences)
- DID - Phone number assigned by Ozonetel for customers to place calls.
- RunTime - Time set to run the campaign between office hours or anytime required
- Hit ScreenPop URl At - Select Client&Server
- ScreenPopURL - Vtiger CRM incoming_callback URL
- No.Of Tries - Total number of tries to a call record, when a customer is not answered
- Block Number - Select None (or based on your preferences)
- Disposition Type - Select Toolbar
- Wrapup Time (In Sec) - Time in seconds available to the Agent for after call work
- Dispositions - A meaningful description available to an Agent once they have completed their call
- Skills - List of skills available to the Agent for this Campaign.
- Mapping Name - Used to add the header file from an excel sheet. (Sample ‘mpfile’ provided can be used)
- Mapping Columns - Used to upload data manually in an excel sheet during campaign creation. (‘Download Sample’ provided can be downloaded and used)
- Check box the below: (or based on your preferences)
- Allowed For Manual Dialing
- STD Enabled.
- RecentFirst
- Click Save. You have now successfully added an outbound campaign.
- Copy the following to a notepad or a document:
- Campaign Name
- DID
Step 3: Adding an Inbound Campaign
Follow these steps to add an Inbound Campaign:- Go to the CloudAgent homepage.
- Under Campaigns, click Inbound Campaigns.
- Click the + icon (Add Campaign) on the top right corner of the screen to add an Inbound Campaign.
- Enter or select the following information in the below fields:
- Campaign Name - Name of the Inbound Campaign.
- DID - Phone number assigned by Ozonetel for customers to place calls.
- Hit ScreenPop URl At - Select Client&Server
- ScreenPopURL - Vtiger CRM incoming_callback URL.
- Skills - List of skills available to the Agent for this Campaign.
- Disposition Type - Select Toolbar.
- Wrapup Time (In Sec) - Time in seconds available to the Agent for after call work.
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