This guide will walk you through integrating your Leverate CRM with CommPeak New Generation PBX Click2Call. Complete the following steps and then make your calls.
Step 1: Register with Leverate
For registration, please navigate to the appropriate web page based on your CRM version:
VoipCloud version 365: https://voipcloud365.tradingcrm.com/Account/Register
VoipCloud version 9: https://voipcloudv9.tradingcrm.com/account/register
Fill in the registration form:
User Name: your New Generation PBX subdomain
Email: <your New Generation PBX subdomain>@commpeak.com
Password: create a new password and confirm it.
After you click Register, the system will generate your secret key. Copy the key.
Step 2: Add Click2Call Integration
In your CommPeak Dialer, go to Settings > Click2Call Integrations and click Create New Click-to-Call.
Enter data for your new integration:
C2C name: give a name to your integration
CRM name: select Click-To-Call VoipCloud V9 or Click-To-Call VoipCloud V365.
Allowed IPs: enter the IP addresses you want to authorize for Click2Call integration, separated by commas
C2C secret: enter the secret key you copied in Step 1
C2C apiCode: your New Generation PBX subdomain
Custom C2C Fields: the default parameters available for updates with the Leverate side are. Contact the support team or your Dialer manager if you would like to use other parameters.
Click Add New Click-to-Call to finish.
The system will generate an integration link. Click the copy button to copy the link to your clipboard.
Step 3: Complete Integration on the Leverate Side
Return to the Leverate page and enter the link for both the autodialer and the started fields. Then click the save buttons.
Step 4: Share IP Addresses
Share the following Dialer API proxy IP addresses with Leverate:
139.162.210.68
178.162.221.234
195.201.253.155
Making Calls
Once the installation is complete, follow the steps below to call your leads.
In your Leverate account, navigate to Accounts and click the lead you wish to call. Click Call Primary.
Log in with your Dialer credentials.
If you have more than one suggested phone number, select the needed one in the drop-down list. Then click Start a call.
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:
Click accept to answer the call.
Once you accept, the system will call your lead.
After the lead answers, a call will be established.