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LESS ANNOYING CRM INTEGRATION


Intulse's Less Annoying CRM (LACRM) integration merges your phone with your agency management system. Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within LACRM and returns any records that match.

Not an Intulse customer? Learn about our Less Annoying VoIP integration »

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 launch their account within LACRM. You can quickly add call notes to a contact's call log, which will automatically contain all the basic information about the call such as start time, duration, and a link to the recording if calls are set to be 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 an individual's name on the My Phone screen. Additionally, with the Intulse Companion App installed in your browser, you can start calls or send text messages simply by clicking on a phone number in LACRM.

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

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

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 additional information on how to install or navigate the Intulse App, click here to learn more.

All Users

Each user in the Intulse system must complete the following steps.

  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. Click the More icon on the menu.
  7. Click Less Annoying CRM in 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

Only Admins in the Intulse App can update some of the settings for your LACRM integration.

If you are a System Admin in the Intulse App, then you will have additional settings available to you.

  1. You can choose whether to Enable automatic call logging for your organization.
  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!