FAQs in this section
What is the Ducom integration with Vtiger CRM?
How do I integrate Duocom with Vtiger CRM?
How do I configure Vtiger settings in My Web office?
What is the Telzio integration with Vtiger CRM?
How can I get started with VICIdial integration?
Why is my agent not able to see
the incoming call pop-up?
Why is Click-To-Call not working for some agents?
Why are Outgoing Call records in the 'triggered' status even after calls are completed?
What is the Knowlarity integration 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?
Is there a way to connect Vtiger with 3CX to show the popup for an incoming call?
How do I create a transcript of voicemail messages?
Can I set up a Voicemail in Vtiger CRM?
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 make a phone call to my customer?
Can I set up a voicemail from the Phone Calls module?
How do I see the details for each phone call I have made?
Can I save my phone calls as text copies or transcripts?
Can I call my customers directly from my laptop or desktop?
Can I transfer a call to the CRM?
How do I make a phone call from Vtiger CRM?
In which editions of Vtiger CRM is the Phone Calls module available?
Can I use multiple gateways or service providers to make calls?
Where do I add a phone number to use in the Phone Calls module?
What are the features available in the Phone Calls module?
Where do I see the details of all the calls I have made?
What are the telephony gateways that are integrated with Vtiger CRM?
How is the Phone Calls module useful?
What if my customer calls after business hours or if customer representatives are occupied and unable to take a call?
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 Normal gateway in Vtiger CRM?
Where is the recording of my calls stored in Vtiger CRM?
How do I configure Plivo as a client gateway in Vtiger CRM?
What is PHLO Support for Plivo?
What is the Vtiger Asterisk Connector?
What do I need to install the Asterisk Connector?
How do I use the Phone Calls module in Vtiger CRM?
How do I set up Plivo with Vtiger CRM?
How many gateways can I set up for Asterisk in Vtiger CRM?
How do I configure Asterisk in Vtiger CRM as a Normal gateway?
Is it necessary to create an account in VICIdial?
How do I install the Vtiger Asterisk Connector?
How do I set up Vicidial in my CRM account?
Why is the Recording Link not Working in Vtiger?
How do I configure Exotel in Vtiger CRM?
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 add my VICIdial User ID in Vtiger CRM?
How do I get VICIdial incoming call pop-ups in the CRM?
How does Exotel integration work with Vtiger?
How do I set up the recording filename for VICIdial?
Is it necessary to install the Phone Calls to enable VICIdial in the CRM?
How do I integrate Knowlarity with Vtiger?
How do I integrate Telzio with Vtiger CRM?
Table of Contents
To integrate Telzio with Vtiger CRM, you need to:
Step 1: Sign up for Telzio
In order to use the Phone Calls module with Telzio, your company has to first sign up for an account with Telzio and set up the Call Flow.
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 Telzio, you will receive an API key and secret value. Follow these steps to configure Telzio in Vtiger CRM.
Step 4: Configure the extension number for each user
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 these steps to connect Telzio and Vtiger:
Limitations
- Have an active account with Telzio
- Have installed the Phone Calls module in Vtiger CRM
Step 1: Sign up for Telzio
In order to use the Phone Calls module with Telzio, your company has to first sign up for an account with Telzio and set up the Call Flow.
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:
- Log in to the CRM.
- Click the User Menu.
- Click Settings.
- Click Extensions.
- Click Add-ons.
- Locate Phone Calls.
- Click Install.
After registering with Telzio, you will receive an API key and secret value. Follow these steps to configure Telzio in Vtiger CRM.
- Click the User Menu on the top right corner of the screen.
- Click Settings.
- Click Extensions.
- Click Phone Calls.
- Click Edit on the top right.
- Select Telzio from the dropdown.
- Enter the API key and API secret. (You will find them under Telzio > Integrations > Vtiger> Install)
- Click Save.
Step 4: Configure the extension number for each user
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 the user number in the Telzio Extension field under the ‘Phone Configuration’ block. (You can find the Extension number from Telzio > Users > EXT)
- If Users are using their mobile numbers, then configure the user number in Vtiger under ‘Telzio Extension’ in the following format:
- [+][Country_Code][Phone_Number]
- E.g.: +91xxxxxxxx94
Follow these steps to connect Telzio and Vtiger:
- Login to your Telzio account.
- Click on Integrations > Vtiger > Install.
- Configure the Webhook URL.
- Copy the Callback URL from Vtiger and paste it into the Webhook URL of Telzio.
- Click Save.
Limitations
- The display of an incoming call pop-up window gets delayed as the call is initiated by Telzio provider.
- To know more about the features and benefits of this integration, please check Telzio + Vtiger CRM.
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