CHURCHSTAQ INTEGRATION

Intulse's ChurchStaq integration merges your phone system with your ChurchStaq account. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search the caller ID within ChurchStaq and return any contact records that match.

When you receive an incoming call, instead of displaying the caller ID, your phone system will display the name of the caller as it appears in your ChurchStaq records. You can click on the caller’s name to open their records within ChurchStaq. You can quickly add your own commentary to the call log, which will automatically contain basic information about the call, such as the user and extension on your system with whom the call was connected, the date and start time of the call, the duration of the call, whether the call was inbound or outbound, and the external phone number. A copy of the call recording is also attached to the call log if it was recorded.

You will be able to start calls to ChurchStaq contacts directly from within the Intulse App by simply searching for a contact name on the My Phone screen.

Furthermore, if you have the Intulse Companion App installed in your browser, you will be able to start calls and text message conversations directly inside ChurchStaq by simply clicking on a phone number.

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

CONNECTING CHURCHSTAQ TO THE INTULSE APP

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. Select ChurchStaq (previously CCB) from 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. Optionally, you can Enable automatic call logging. This will cause every incoming and outgoing call that can be matched against a contact to be logged right after the call ends.
5. 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.
7. After saving, you must click the button to Authorize Intulse to access your ChurchStaq information.
   • This will open a new window in your browser where you must login to your instance of ChurchStaq and follow the on-screen instructions.

For more information about ChurchStaq, check out their website!