Articles on: Integration

How to integrate HaloCRM account with your KrispCall

HaloCRM is a powerful CRM platform that streamlines customer service operations, while KrispCall is an advanced cloud-based phone system. By integrating these tools, your team can centralize customer interactions, reduce manual work, and boost operational efficiency.


This step-by-step guide will walk you through connecting your HaloCRM account with KrispCall and show how you can manage settings after the integration is complete.


Benefits of integrating the HaloCRM account with KrispCall


1. Streamlined Customer Interactions

With KrispCall and HaloCRM integrated, your agents can manage all calls, SMS, call recordings, and voicemails within the HaloCRM dashboard. There’s no need to switch between tools or juggle through different tabs to find conversations. Everything stays neatly organized in one place.


This streamlined setup enables agents to respond more quickly and minimize delays. It simplifies the workflow, especially during high-volume periods. The less they toggle, the more they can focus on helping customers effectively.


2. Improved Follow-Up 

All call recordings, notes, and voicemails are automatically synced to the correct customer profile in HaloCRM. Agents have instant access to past interactions and can tailor their support accordingly. This eliminates guesswork and makes every response more relevant.


It also prevents duplicate work and helps teams close tickets faster. With full context at their fingertips, agents don’t need to ask the same questions twice. That saves time and keeps customers happy.


3. Real-Time Insights for Better Decision-Making

The integration captures valuable call data that feeds into reporting tools in HaloCRM. Managers can review call durations, response times, and outcomes to better understand team performance. This allows smarter adjustments to strategy and staffing.


Access to this data helps identify which touchpoints drive resolutions. Teams can shift focus to channels or techniques that work best. Over time, this leads to increased efficiency and enhanced customer satisfaction.


4. Organized Customer Records from the Start

Begin with an initial contact sync from HaloCRM into KrispCall to ensure your customer records are accurate from day one. This one-way sync helps import all essential contact details directly into your calling platform with no manual entry required.


Agents get quick access to updated information without switching tools. It helps maintain consistency, reduces errors, and creates a smoother experience every time they reach out to or hear from a customer.


5. Remote-Ready Support Environment

The HaloCRM and KrispCall combo is cloud-based, allowing agents to access call data and support tickets from anywhere. Whether they work from the office or at home, they stay connected with customers and their teams.


It’s the flexibility modern support teams need. Missed call alerts and shared numbers also keep everyone in sync, so service quality doesn’t drop, even in a remote setup.


How to Integrate Your HaloCRM Account With KrispCall?


Step 1: Log in to the KrispCall account and go to Settings.

 

Step 2: In the Settings section, Integrations can be found under APP SETTINGS; click on Integrations.

Step 3: After clicking on integrations, different automation tools and CRMs can be found, which you can integrate with KrispCall. To integrate HaloCRM from KrispCall, search for HaloCRM and click on the connect button below HaloCRM.

Step 4: After clicking the Connect button, a pop-up window will appear, asking for the HaloCRM URL.

Step 5: To get the necessary details for successful integration, log in to HaloCRM. Copy the URL and paste it into the pop-up window of KrispCall. 


Step 7: Click the Submit button, and the 'Integration successful' message will appear, displaying HaloCRM under Active Integrations.

Manage member Integration settings by the admin/owner


  1. Ensure members have integrated HaloCRM accounts.
  2. The admin/owner can view member integrations and make changes to members' account settings.

  1. Members cannot view admin/owner integrations.
  2. Member's settings changes don’t affect Admin/Owner’s settings.
  3. Admin/Owner setting changes don’t affect members' settings.

Integration Settings 


After the successful integration of HaloCRM, users can enable or disable different settings. 


  1. In the first step, users can either edit or delete the integration.


  1. To delete the active integration, click on the 3 dots and choose the delete option.

  1. A pop-up window appears where you need to click the delete button. 

  1. Now, the integration status updated successfully message appears after the deletion is successful. 

  1. To edit the integration, click on the three dots and choose the edit option. 

  1. The edit option provides various settings options, allowing users to make changes according to their requirements.

General Settings


General settings is the first setting option where three additional settings options are available. All toggle buttons in the general settings will be enabled by default.

  • Create new contacts for calls: This button helps in one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to HaloCRM. If the toggle is off, then the contacts won’t be synced.


  • Notes logging: This option helps to sync notes to HaloCRM that are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to HaloCRM.


Workflow Settings


The workflow setting is present right after the general settings. All the options under workflow settings are set to Calls(Engagements) at first. Users can click on the settings and change them as per their requirements.


  1. Log outgoing answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing answered calls will be synced to calls of HaloCRM. By enabling the setting as Disabled, the outgoing answered calls will not be synced to HaloCRM.


  1. Log outgoing unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the outgoing unanswered calls will be synced to calls of HaloCRM. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to HaloCRM.


  1. Log incoming answered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming answered calls will be synced to calls of HaloCRM. By enabling the setting as Disabled, the incoming answered calls will not be synced to HaloCRM.


  1. Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting asCall (Engagements), the incoming unanswered calls will be synced to calls of HaloCRM. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to HaloCRM.


  1. Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to call of HaloCRM. By enabling the setting as Disabled, the voicemail log will not be synced to HaloCRM.


  1. Log Unassociated Number as Contact/Opportunities: By enabling the settings as Contact, the unassociated contact from KrispCall will be synced to the Contact of HaloCRM. By enabling the setting as Opportunities, the contact will be synced to the Opportunities of HaloCRM.


  1. Log outgoing SMS as SMS/Disabled: Enabling the setting as Activities will sync the outgoing SMS to SMS of HaloCRM. However, it will not sync if the setting is disabled.   

Connected Numbers


The connected numbers setting is present after the workflow settings. Two options are available under connected numbers settings. 


  1. Log phone calls for these phone numbers: In this option, the list of numbers available in the channel will be selected by default at the time of integration. 


  1. Log sms for these phone numbers:  In this option, the list of numbers available in the channel will be selected by default at the time of integration. This setting is used to ensure the log of sms for the selected numbers is synced at HaloCRM.


If the user purchases the number after integration, then they need to add the number manually to the connected numbers.


Note: If there are no selected numbers, then the call logs/SMS will not be synced in HaloCRM.


Updated on: 28/07/2025

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