FAQs in this section
Where is the recording of my calls stored in Vtiger CRM?
Can I call my customers directly from my laptop or desktop?
How is the Phone Calls module useful?
What are the telephony gateways that are integrated with Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Where do I add a phone number to use in the Phone Calls module?
How do I make a phone call from Vtiger CRM?
Can I use multiple gateways or service providers to make calls?
Can I set up a voicemail from the Phone Calls module?
Can I save my phone calls as text copies or transcripts?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
How do I make a phone call to my customer?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
How do I see the details for each phone call I have made?
What is VICIdial?
What are the benefits of VICIdial integration?
Which versions of VICIdial does Vtiger support?
Is VICIdial integration available in the Sales Starter edition in Vtiger CRM?
How do I integrate VICIdial with Vtiger CRM?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
Is it necessary to create an account in VICIdial?
How do I set up VICIdial with my CRM?
How do I add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How do I set up the recording filename for VICIdial?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why is the Recording Link not Working in Vtiger?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
How do I know what status a Phone call is in?
How do I link Phone Calls to Business Hours?
How do I create a transcript of phone calls?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
Can I transfer a call to the CRM?
Can you record calls using the Phone Calls module in Vtiger CRM?
What is the Customer Sentiments feature in Vtiger CRM?
What is the Call Notes feature in Vtiger CRM?
What is the Click-to-Call feature for Outgoing Calls in Vtiger CRM?
What is the Incoming Call Pop-up feature in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
How do I configure Plivo as a Normal gateway in Vtiger CRM?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
What is PHLO Support for Plivo?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I install the Vtiger Asterisk Connector?
How do I configure Exotel in Vtiger CRM?
How does Exotel integration work with Vtiger?
What is the Knowlarity integration with Vtiger?
How do I integrate Knowlarity with Vtiger?
How do I configure my Knowlarity credentials in Vtiger?
How to configure extension numbers for users?
How do I enable Vtiger integration in Knowlarity?
What is the Ducom integration with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How do I integrate Telzio with Vtiger CRM?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
Can a phone number be linked to a case record?
Can a phone number be linked to a deal record?
What is the Phone calls pop-up configuration?
What is a Generic Phone Call API?
What are the benefits of using a Generic Phone Calls API?
In which editions of Vtiger CRM are the Generic Phone Call APIs available?
What is a UUID?
How do I configure Phone Call settings for the Generic gateway?
How do I send a request from Postman to create or update Phone call records in Vtiger CRM?
How to send a request from Postman to initiate a call in Vtiger CRM?
How to send a Postman request to update the Status field of the call in Vtiger CRM?
How to send a Postman request to update the call recording link in a phone call record in Vtiger CRM?
Can I assign incoming calls to a User or a Group in Phone Configuration?
What does the Country field in the Phone Call configuration do?
What is the purpose of duplicate prevention for the Office Phone and Mobile fields?
How do I verify that my Plivo API credentials are correct in the CRM?
How can I track my API usage with Plivo?
How can I resolve dropped calls or latency issues?
How can I verify a caller ID for outbound calls?
How do I correctly set up my CRM’s endpoint URL in Twilio for webhook processing?
How can I verify that Twilio is fully integrated into my CRM workflows?
How can I resolve authentication failures when using Knowlarity with Vtiger?
How do I configure Vtiger and Knowlarity for instant call logging?
How do I fix the caller ID mismatch between Knowlarity and Vtiger?
How can I ensure that Vtiger CRM has access to the recording folder?
How can I check if the syncing processes are running correctly?
Can I resolve call pop-up delays without changing servers?
How do I configure my Vtiger CRM and Twilio settings to display the call pop-up?
How do I disable the recording option for calls appearing in Twilio?
How do I troubleshoot when call pop-ups are not appearing for my calls from Twilio?
How do I integrate Duocom with Vtiger CRM?
Table of Contents
To integrate Duocom with Vtiger CRM, you need to have an active Duocom account, and you need to have installed the Phone Calls module in Vtiger CRM.
Follow these steps to integrate Duocom with Vtiger CRM:
Step 1: Sign up for Duocom
In order to use the Phone Calls module with Duocom, set up a Duocom account and configure Call Flow according to your business process from here.
Step 2: Install the Phone Calls module in Vtiger
The 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 Duocom, follow these steps to configure Duocom in Vtiger CRM:
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.
For example, consider configuring office numbers for Arjun Varma and Liam Mason.
[email protected] - Office Number = 912345678.1
[email protected] - Office Number = 912345678.2
Follow these steps to integrate Duocom with Vtiger CRM:
Step 1: Sign up for Duocom
In order to use the Phone Calls module with Duocom, set up a Duocom account and configure Call Flow according to your business process from here.
Step 2: Install the Phone Calls module in Vtiger
The 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.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Scroll down to Extensions.
- Click Add-ons.
- Locate Phone Calls.
- Click Install.
After registering with Duocom, follow these steps to configure Duocom in Vtiger CRM:
- Click Main Menu.
- Click Essentials.
- Go to Conversations.
- Click Phone Calls.
- Click Customize.
- Select Phone Configuration.
- Click Add Gateway.
- Select the Generic option.
- Enter or fill in the following information:
- Gateway Status: To make/receive calls via this gateway, mark the Gateway Status as Active
- Default Gateway: To make this your default gateway for Click-to-Call, select Yes from the drop-down.
- Vtiger Secret Key: Unique key generated for authentication, which has to be added to the configuration of your My Office Web console.
- Enable Outgoing Calls: Select this option to display the outgoing calls configuration box just below.
- Outgoing calls section:
- URL to Notify: POST https://scgi.duocom.es/cgi-bin/telefacil2/makecall
- Content type: FORM
- Authorization type: No authorization
- Parameters: Do not add any parameters
- to - customer’s phone number
- from - user’s office phone (mandatory field in My preference)
- Vtiger-secret - this parameter is passed in request headers
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.
- Open My Preferences.
- Configure your office phone number in the following format - [Switchboard number].[extension] for example, 912345678.1
For example, consider configuring office numbers for Arjun Varma and Liam Mason.
[email protected] - Office Number = 912345678.1
[email protected] - Office Number = 912345678.2
Was this FAQ helpful?
0
out of
0
found this helpful.
Comments 0
Be the first to comment