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FreshSales Click2Call Dialer/PBX Integration
FreshSales Click2Call Dialer/PBX Integration
Updated over a week ago

This guide will walk you through integrating your FreshSales account with CommPeak Dialer/PBX Click2Call using the CommPeak app.

The CommPeak app enables you to call your leads from FreshSales CRM via your CommPeak Dialer softphone client.

Installing the CommPeak application


Before you start, please obtain the CommPeak App installation file from the CommPeak team and download it to your computer.

To install the application:

  1. In your FreshSales account, go to Settings > Admin Settings in the main menu.

  2. Scroll down to the Marketplace and Integrations section and select Marketplace Apps.

  3. Click the Manage Apps button in the top right corner.

  4. On the page that opens, click Go To Developer Portal.

  5. Log in to the developer portal with your account.

  6. Click New App.

  7. On the Create a new app page, select Custom App.

  8. Browse for the installation file or drag and drop it to the upload area.

  9. Specify the app's name in the text box below and click Proceed.

  10. On the next page that opens, fill in the app information, optionally upload the icon and app screenshots, and click Save and Publish.

    The application will appear on the Custom Apps tab.

  11. Click Install next to the application.

  12. The Configuration page opens. Fill out the required settings:

    1. FreshSales domain name

    2. Dialer domain

    3. API key from the API settings

  13. Click Install.

Making Calls

Once the installation is complete, follow the steps below to call your leads.

  1. In your FreshSales account, navigate to Leads and click the lead you wish to call. This will open the lead page.

  2. Expand the sidebar on the left and click the CommPeak app.
    NOTE: If the CommPeak app is unavailable on the sidebar, you need to click the settings button, find the app in the list, and activate the checkbox next to it.

  3. Log in with your Dialer credentials.

  4. If you have more than one suggested phone number, select the needed one in the drop-down list. Then click Start a call.

  5. The system will initiate a call to your Dialer softphone client.
    We are using the built-in softphone in the Dialer. The incoming call looks as follows:

  6. Click accept to answer the call.

  7. Once you accept, the system will call your lead.

  8. After the lead answers, a call will be established.

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