SUITECRM INTEGRATION

Intulse's SuiteCRM integration merges your phone system with your SuiteCRM 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 SuiteCRM and return any contact or organization records that match that phone number.

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 SuiteCRM records. You can click on the caller’s name to open their records within SuiteCRM. 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 SuiteCRM 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 SuiteCRM by simply clicking on a phone number.

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

CONNECTING SUITECRM 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. Open the Intulse App and select the More menu tab.
2. Select SuiteCRM from the More menu.
3. Enter your SuiteCRM username and password.
4. Click the Save button to save your changes.

System Administrators

1. You are required to enter a Base URL for your instance of SuiteCRM.
   • (e.g. https://suitecrm.your-company.com)
2. Optionally, you can enter a Default Username and Password, which will be used to communicate with SuiteCRM for any user that does not enter their own username and password.
   • This can simplify roll-out but has the disadvantage that all call logs will appear to be created by you.
   • Intulse does recommend using a default username and password.
3. 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.

For more information about SuiteCRM, check out their website!