SUITECRM VOIP INTEGRATION

Intulse's SuiteCRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse App that would normally display a simple phone number automatically searches the caller ID within SuiteCRM and returns any contact or organization records that match.

When someone calls you instead of displaying the Caller ID you'll see the name of the contact as it appears in SuiteCRM and can click on the name to launch their account within SuiteCRM. You can quickly add call notes to a contact's activity and the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

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 already have the Intulse App on your favorite device and that you are already logged in. If you need help getting into the App click here to learn more.

1. Click the More icon on the menu
2. Click SuiteCRM in the More menu
3. Enter your SuiteCRM username and password
4. Save your changes

If you are an Admin in the Intulse App you have access to additional settings:

• You are required to enter a Base Url for your instance of SuiteCRM. (e.g. https://suitecrm.your-company.com)
• Optionally, you can enter a 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
• You can turn automatic call logging on/off. 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!