BREEZE INTEGRATION

The Intulse integration with Breeze connects your phone system to your Breeze account, giving you instant access to client details and streamlining your communication.

Breeze Integration Key Features

When you receive an incoming call, your Intulse phone system will automatically display the caller’s name from your Breeze records instead of just the caller ID. You can click the caller’s name to open their record in Breeze, giving you instant access to their information.

Each call can be logged to Breeze, and the log will automatically include key details such as user and extension, date and time, call duration, direction (inbound or outbound), and external phone number. If the call was recorded, a copy of the recording will be attached to the log as well. You can also add your own notes for additional context.

You can initiate calls to Breeze contacts directly from the Intulse App by searching for their name on the Phone screen. And, with the Intulse Companion App installed in your browser, you can start calls and text conversations directly inside Breeze by clicking on a phone number.

To experience the integration between Intulse and Breeze, you will need to use the Intulse App.

CONNECTING BREEZE TO INTULSE

This guide assumes that you have already installed and logged into the Intulse App on your favorite device. If you need help installing and navigating the App, click here for a complete walkthrough.

System Administrators

1. Open the Intulse App and select the More menu tab.
2. Click Integrations and select Breeze from the list.
3. Enter your Breeze Subdomain.
   • This is a portion of the URL that you use to access Breeze. For example, https://multisite.breezechms.com.
4. Enter your Breeze API Key. You will need to request this from Breeze.
5. You have the option to use the drop-down list to select users who should be excluded from automatic call logging.
6. Click the Save button to save your changes.

For more information about Breeze, check out their website!