LESS ANNOYING CRM INTEGRATION

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

Less Annoying Integration Key Features

• 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 record within LACRM.
• You can quickly add your own commentary to the call log, which will automatically include:
  • The user and extension the call was connected to
  • The date and start time of the call
  • The call duration
  • Whether the call was inbound or outbound
  • The external phone number
• If the call was recorded, a copy of the call recording will be attached to the call log.
• You can start calls to LACRM contacts directly from the Intulse App by searching for a contact name on the Phone screen.
• If you have the Intulse Companion App installed in your browser, you can 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 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.

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. Click Integrations and select Less Annoying from the list.
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!