VIRTUOUS INTEGRATION

The Intulse integration with Virtuous connects your phone system with your Virtuous account, giving you faster access to client details and easier communication tools.

Virtuous Integration Key Features

Seamless Phone System Integration: Intulse merges with your Virtuous account, allowing phone system actions to directly interact with Virtuous records.

Caller ID:

• Incoming calls automatically search the caller ID in Virtuous.
• Instead of showing just a phone number, your system displays the caller’s name from Virtuous.
• Click the caller’s name to open their Virtuous record.

Call Logging:
Add your own commentary to each call log.
Logs automatically include:

• User and extension involved
• Date and start time of the call
• Call duration
• Direction (inbound or outbound)
• External phone number

Outbound Calls:

• Start calls to Virtuous contacts directly from the Intulse App.
• Search for a contact on the Phone screen and initiate the call.

Browser Companion App Enhancements:
If the Intulse Companion App is installed in your browser, click on any phone number in Virtuous to start calls or text conversations directly.

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

CONNECTING VIRTUOUS 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.

System Administrators

1. Open the Intulse App and select the More menu tab.
2. Click Integrations then select Virtuous from the list.
3. Enter your individual Virtuous username and password.
4. You can choose to 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.
5. Text message logging is turned off by default. Checking this box will enable automatic text logging and text message logs will be attached to any client in Virtuous where the phone number is matched.
6. Use the drop-down list to select users who should be excluded from automatic call logging.
7. Click the Save button to save your settings.

All Users

1. Open the Intulse App and select the More menu tab.
2. Click Integrations then select Virtuous from the list.
3. Enter your Virtuous Username and Password.
4. Click the Save button to authenticate your integration.

For more information about Virtuous, check out their website!