Step 1

To use the CRM Integration feature with your Predictive Dialer, you must first create the API code within your CRM.

We cannot not provide support on any external software integration, for assistance on your CRM's API, please contact the helpdesk of your CRM software.

You MUST make sure that the database fields in your CRM match the database fields that are in the dialer.

The Database Field Name is cap sensitive and MUST be typed the exact same way it is in your dialer's database.

To see what your database fields are in the dialer, you need to be logged in as an administrator.

Click on the Admin Tab, (the little person icon on the lower left of any page in the dialer) then in the upper tab navigation bar click on "Setup Database Fields"

In the window that pops up, you will be able to see and manage your database fields.



Step 2

Once you have your API created in your CRM, all you will need to do is place the HTTP POST in the dialer.

You will need to create a different HTTP POST for each agent.

Click on the Admin Tab and then click on the Edit Properties (Pencil) icon for the agent that you want to provide the HTTP POST to.


 In the image, you will want the url to link to your CRM, and place it in the Post URL link.



Now Save the changes and the next time your agent logs in, they will have a new image icon that they can click on in their Contact View page.


They will want to click on this BEFORE they disposition the call.

Once that is clicked, the data that you requested from this call, which is what the agent sees on the Contact View Tab, will be posted to the link that you placed in the agent's POST url field.

Eddie M

Director Technical Integration| |