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CHURCHSTAQ INTEGRATION


Intulse's ChurchStaq by Pushpay integration merges your phone with your ChMS (Church Management System). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within ChurchStaq and returns any individual records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the individual as it appears in ChuchStaq and can click on the name to launch their account within ChurchStaq. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording. You will be able to start calls to ChurchStaq individuals directly from within the Intulse App by simply searching for a individual name on the My Phone screen.

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

If you would like to have the ChurchStaq integration enabled for your account please contact Intulse support and we would be happy to turn it on for you.

CONNECTING CHURCHSTAQ TO THE INTULSE APP

This guide assumes that you already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

Only Admins in the Intulse app can update the settings for your ChurchStaq integration

  1. Click the More icon on the menu
  2. Click ChurchStaq (previously CCB) in the More menu
  3. Enter your ChurchStaq Subdomain
    • This is a portion of the URL that you use to access ChurchStaq. For example, https://multisite.ccbchurch.com.
  4. Choose if you wish to enable automatic call logging.
  5. Click the Save button to save your changes
  6. After, saving you must now authorize Intulse to access your ChurchStaq information. Click the Authorize Intulse button.
    • This will open a new window in your browser where you must login to your instance of ChurchStaq and then follow the on-screen instructions.

It is common to create a special user in ChurchStaq just for the purpose of this integration.

For more information about ChurchStaq, check out their website!