Helpdesk Ticket Creation
A ticket is opened automatically for every support call, with the recording and summary attached.
- Category
- Support / Helpdesk
- Connection type
- Ready connector
- Included in plan
- All plans
- Average setup time (min)
- 15
CRM Screen Pop and Click-to-Call
The customer card opens automatically on an inbound call; clicking a number in the CRM starts the call.
Before picking up, the agent sees who the customer is, their open opportunities and their last conversation. This connector matches caller ID (CLI) with CRM records.
What it does
- Opens the customer card in a new tab on an inbound call, or suggests a new contact if none exists
- Starts a call through the PBX when a phone number on the CRM screen is clicked
- Writes call duration, direction and the recording link to the CRM as a call note
- Creates a task automatically from a missed call
Setup is completed in 10 minutes with a one-time authorisation by the CRM administrator; agents need no extra software.
Key features
- Card pop on caller ID
- Click-to-call
- Call note and recording link
- Task from missed call
Technical details
| Mode | Two-way, real time |
|---|---|
| Authentication | OAuth 2.0 |
| Supported call events | Inbound, outbound, missed, ended |
Similar items
ERP Account Matching
Matches the caller number with the ERP account; balance and open orders appear on the agent's screen.
- Category
- ERP and Accounting
- Connection type
- API / Webhook
- Included in plan
- Pro and above
- Average setup time (min)
- 45
E-commerce Order Lookup
Customers check their own orders in the IVR; agents see order details on the call screen.
- Category
- E-commerce
- Connection type
- API / Webhook
- Included in plan
- Pro and above
- Average setup time (min)
- 30