LESS ANNOYING CRM INTEGRATION

Intulse's Less Annoying CRM (LACRM) integration merges your phone with your agency management system. With the integration enabled, any screen in the Intulse App that would normally display a simple phone number will instead automatically search your Less Annoying CRM database 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 LACRM records. You can click on the caller’s name to open their records within LACRM. 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 send text messages and start calls to LACRM 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 LACRM by simply clicking on a phone number.

To experience the integration between Intulse and Less Annoying CRM, you will need to use the Intulse App.

CONNECTING LESS ANNOYING CRM 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.

All Users

1. Login to Less Annoying CRM.
2. Navigate to Settings » Programmer API.
3. If API Access is not enabled, you will need to enable it.
4. Click Create a new API key and give it name like "Intulse".
   • Make sure you've copied your newly created API key because you will need that in a later step.
5. Open the Intulse App.
6. Select the More menu tab..
7. Select Less Annoying CRM from the More menu.
8. Under the User Settings section, paste the API key that you created in LACRM.
9. Select whether call logs should be created as Events or Notes.
10. Click the Save button to save your changes.

System Administrators

1. 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.
2. You have the option to use the drop-down list to select users who should be excluded from automatic call logging.

For more information about Less Annoying CRM, check out their website!