Home  >   FAQs   >  How to integrate Ozonetel with Vtiger CRM?
FAQs in this section

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: 
  • Phase 1: Ozonetel Configuration
  • Phase 2: Ozonetel Integration with Vtiger CRM
Note: These steps require you to navigate back and forth between the Vtiger CRM screen and the Ozonetel app.

 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:
  1. Go to Ozonetel Portal. You will be directed to the login scree
  2. Select Admin Login. You will be directed to the Admin Portal.
  3. Login to your CloudAgent Admin account. You will be directed to the homepage
  4. Click Edit Profile. You will be directed to the Edit User screen
  5. Copy the following to a Notepad or a document.
    1. API Key 
    2. Username.
Step 2: Adding an Outbound Campaig
 
Follow these steps to add an Outbound Campaign:
  1. Go to the CloudAgent homepage.
  2. Under Campaigns, click Outbound Campaigns.
  3. Click the + icon (Add Campaign) on the top right corner of the screen to add an Inbound Campaign.
  4. Enter or select the following information in the below fields:
  1. Campaign Name - Name of the Inbound Campaign
  2. Campaign Type - Preview (or based on your preferences)
  3. DID - Phone number assigned by Ozonetel for customers to place calls.
  4. RunTime - Time set to run the campaign between office hours or anytime required
  5. Hit ScreenPop URl At - Select Client&Server
  6. ScreenPopURL - Vtiger CRM incoming_callback URL
  7. No.Of Tries - Total number of tries to a call record, when a customer is not answered
  8. Block Number - Select None (or based on your preferences)
  9. Disposition Type - Select Toolbar
  10. Wrapup Time (In Sec) - Time in seconds available to the Agent for after call work
  11. Dispositions - A meaningful description available to an Agent once they have completed their call
  12. Skills - List of skills available to the Agent for this Campaign.
  13. Mapping Name - Used to add the header file from an excel sheet. (Sample ‘mpfile’ provided can be used)
  14. Mapping Columns - Used to upload data manually in an excel sheet during campaign creation. (‘Download Sample’ provided can be downloaded and used)
  15. Check box the below: (or based on your preferences)
    1. Allowed For Manual Dialing
    2. STD Enabled.
    3. RecentFirst
  1. Click Save. You have now successfully added an outbound campaign.
  2. Copy the following to a notepad or a document:
    1. Campaign Name
    2. DID

 Step 3: Adding an Inbound Campaign

 Follow these steps to add an Inbound Campaign:
  1. Go to the CloudAgent homepage.
  2. Under Campaigns, click Inbound Campaigns.
  3. Click the + icon (Add Campaign) on the top right corner of the screen to add an Inbound Campaign.
  4. Enter or select the following information in the below fields:
    1. Campaign Name - Name of the Inbound Campaign.
    2. DID - Phone number assigned by Ozonetel for customers to place calls.
    3. Hit ScreenPop URl At - Select Client&Server
    4. ScreenPopURL - Vtiger CRM incoming_callback URL.
    5. Skills - List of skills available to the Agent for this Campaign.
    6. Disposition Type - Select Toolbar.
    7. Wrapup Time (In Sec) - Time in seconds available to the Agent for after call work.
    8. Block Number
      Was this FAQ helpful?
      0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2022 Vtiger. All rights reserved.