Integration of Zadarma IP PBX with retailCRM
Official Zadarma IP PBX integration with retailCRM works without additional modules and agents, providing maximum communication quality and reliability.
Zadarma-retailCRM integration is totally free.
- Make calls to clients from retailCRM in one click.
- Customer cards pop-up when receiving incoming call.
- Listen to call recordings via RetailCRM interface.
Zadarma IP PBX advantages:
- Multifunctional IP PBX is totally free.
- IP PBX setup takes less than 10 minutes.
- Additional functions such as Callback widget are also provided for free.
- Connection of unlimited amount of virtual numbers in 80 countries of the world.
1. In order to set up Zadarma IP PBX integration with RetailCRM, following requirements need to be met:
- You need to have an activated Zadarma IP PBX that has been properly set up. Required settings: extension numbers should be created, from 1 to 50 (one for each employee). If needed, call recording ("Call recordings to cloud") should be activated in "extension number settings". Additionally, the incoming calls scenario should be set to the default “without pushing” under "My PBX" - "Incoming calls and IVR".
- API authorization keys should be created in your personal Zadarma account. You can receive keys here: Settings - API, click on “generate keys”. You will be sent an email with a confirmation link.
- The internal IP PBX numbers should either be configured to equipment for receiving or making calls (softphone or IP-phone) or call forwarding to another number should be enabled.
2. In the Zadarma personal account, go to "Settings" - "API and integrations” choose retailCRM.
In “Name of your CRM” copy the address of your CRM, for example https://zadarma.retailcrm.ru/
In the “Key for access to API of your CRM” field, copy the API key from the retailCRM personal account. The key can be found by going to “Administration - Integration - Key for access to API”
After entering the CRM name and the API access key, click on “Activate integration”.
On the next page, set up each retailCRM employee with a Zadarma internal IP PBX number, then click “Save”.
You will now receive the message “Data is successfully synchronized with RetailCRM.” Integration of Zadarma IP PBX with retailCRM is now complete.
3. To make an outgoing call from retailCRM simply click on the phone icon near the desired phone number.
During the incoming call you will receive a notification showing the client's phone number and details at the bottom right corner of the page.
Under “Clients - Communications” you can view all call statistics or call statistics for a specific client. You can also listen to call recordings. To do so, make sure that “Call recording to the cloud” is activated under the internal IP PBX number setting under "My PBX" - "Extension numbers".