Nutshell CRM integration
Use this guide to set up integration between Softphone.Pro and Nutshell CRM. You can receive customer data from SuiteCRM and display it in Softphone.Pro.
To make outbound calls via Softphone.Pro from Nutshell CRM, use the Google Chrome browser extension.
1. How to configure Softphone.Pro and Nutshell CRM integration
1.1. Log into Nutshell CRM as an admin and open Settings:
1.2. Go to Connections - API keys tab and click Add API Key:
1.3. Fill out the form fields:
- Name: enter Softphone.Pro;
- Permission: select API + user impersonation.
1.4. Click New API key:
1.5. The new key will be added to the API keys table. Click it to open the API key form:
1.6. Copy the value from API Key field for later use:
1.7. In the top-right corner of your CRM click your profile icon and select Your settings from the menu:
1.8. Copy your Email address and save it for later use:
1.9. Open Softphone.Pro settings (e.g., press Ctrl-S) and go to Integration - Nutshell CRM:
1.10. Enter integration credentials:
- Authorization key: Enter the key from step 1.6;
- Login: Paste the email address copied in step 1.8;
1.11. Click Enable:
1.12. If credentials are correct, the status will change to Account enabled:
1.13. Click Save.
2. Obtain Nutshell CRM Customer Data in Softphone.Pro
2.1. During inbound/outbound calls, softphone looks up client number in Nutshell CRM.
If found, customer details show up in the incoming call pop-up window. Click the client's name to open related Nutshell CRM page:
2.2. Data from Nutshell CRM also appears in Active Calls window. Click client's name to open Nutshell CRM:
2.3. You can also see an info about the Contact from Nutshell CRM in the Call Log:
2.4. Right-click the call log entry and pick Open client information in CRM to navigate to client's CRM page:
