How to integrate HaloPSA with KrispCall?
Integrating HaloPSA with your KrispCall account makes it easier to manage customer calls and support tickets in one place. It helps your team track conversations, log call details automatically, and improve response times without the need for juggling between different tools.
This guide walks you through the steps to connect HaloPSA with KrispCall and enhance your workflow, while keeping everything organized.
Integrating HaloPSA with KrispCall offers several advantages to your sales strategy. Below are some key benefits that will help you enhance productivity and achieve your goals more efficiently.
Integrating HaloPSA with KrispCall brings your calling system and ticketing workflow into one unified platform. Every call is automatically logged and linked to the correct ticket and contact record in HaloPSA, which reduces manual entry.
This easy call tracking helps support agents view call details, notes, and recordings. This enables agents to resolve issues more efficiently and maintain customer records efficiently.
When a call comes through KrispCall, the system quickly shows who’s calling by pulling their info from HaloPSA. All information regarding the customer's previous interaction, device details, and past problems is gathered in a unified place.
With this, agents can assist customers quickly, as the same questions won’t be asked again. Also, it enhances customer satisfaction by providing more precise answers.
With KrispCall and HaloPSA working together, your team can handle calls, messages, and support work in one place. There's no need to switch between apps, as everything is managed within HaloPSA.
This setup keeps every member of your team on the same page. It helps your team stay organized, follow up more efficiently, and avoid missing updates.
Integrating KrispCall with HaloPSA helps you save both time and money. With KrispCall’s telephony features, you won’t need to pay extra costs and waste time switching platforms to find features like calling, texting, and voicemails.
By spending less time managing separate systems, your team can stay focused on solving support issues faster. The money saved by streamlining tools can also be used to improve other parts of your business.
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: In the settings section, Integrations can be seen 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 HaloPSA from KrispCall, search for HaloPSA and click on the connect button below HaloPSA.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the HaloPSA URL
Step 5: To get the necessary details for successful integration, log in to HaloPSA.
Step 6: Copy the URL and paste it into the pop-up window of KrispCall.
Step 7: Click on the Connect Now button, and the Integration successful message will pop up, and HaloPSA will be displayed under active integrations.
Ensure members have integrated HaloPSA accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
After the successful integration of HaloPSA, users can enable or disable different settings. In the first step, users can either edit or delete the integration.
To delete the active integration, click on the 3 dots and choose the delete option.
The edit option provides different settings options where users can make changes according to their requirements.
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps with one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to HaloPSA. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in HaloPSA get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial syn,c i.,e. If there are previous contacts either in KrispCall or Halo, PSA, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to HaloPSA, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to HaloPSA.
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.
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 HaloPSA. By enabling the setting as Disabled, the outgoing answered calls will not be synced to HaloPSA.
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 HaloPSA. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to HaloPSA.
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 HaloPSA. By enabling the setting as Disabled, the incoming answered calls will not be synced to HaloPSA.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to calls of HaloPSA. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to HaloPSA.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to the call of HaloPSA. By enabling the setting as Disabled, the voicemail log will not be synced to HaloPSA.
Log incoming SMS as SMS/Disabled: Enabling the setting as Activities will sync the incoming SMS to SMS of HaloPSA. However, it will not sync if the setting is disabled.
Log outgoing SMS as SMS/Disabled: Enabling the setting as Activities will sync the outgoing SMS to SMS of HaloPSA. However, it will not sync if the setting is disabled.
The connected numbers setting is present after the workflow settings. Two options are available under the connected numbers settings.
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.
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 to be synced at HaloPSA.
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 HaloPSA.
This guide walks you through the steps to connect HaloPSA with KrispCall and enhance your workflow, while keeping everything organized.
Benefits of integrating HaloPSA with KrispCall
Integrating HaloPSA with KrispCall offers several advantages to your sales strategy. Below are some key benefits that will help you enhance productivity and achieve your goals more efficiently.
1. Unified call management and ticketing
Integrating HaloPSA with KrispCall brings your calling system and ticketing workflow into one unified platform. Every call is automatically logged and linked to the correct ticket and contact record in HaloPSA, which reduces manual entry.
This easy call tracking helps support agents view call details, notes, and recordings. This enables agents to resolve issues more efficiently and maintain customer records efficiently.
2. Faster issue resolution with real-time insights
When a call comes through KrispCall, the system quickly shows who’s calling by pulling their info from HaloPSA. All information regarding the customer's previous interaction, device details, and past problems is gathered in a unified place.
With this, agents can assist customers quickly, as the same questions won’t be asked again. Also, it enhances customer satisfaction by providing more precise answers.
3. Centralized interactions and task coordination
With KrispCall and HaloPSA working together, your team can handle calls, messages, and support work in one place. There's no need to switch between apps, as everything is managed within HaloPSA.
This setup keeps every member of your team on the same page. It helps your team stay organized, follow up more efficiently, and avoid missing updates.
4. Save time and reduce expenses
Integrating KrispCall with HaloPSA helps you save both time and money. With KrispCall’s telephony features, you won’t need to pay extra costs and waste time switching platforms to find features like calling, texting, and voicemails.
By spending less time managing separate systems, your team can stay focused on solving support issues faster. The money saved by streamlining tools can also be used to improve other parts of your business.
How to integrate HaloPSA with KrispCall?
Integrating HaloPSA from KrispCall(OAuth part)
Step 1: __Log in to the KrispCall account__ and go to Settings.
Step 2: In the settings section, Integrations can be seen 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 HaloPSA from KrispCall, search for HaloPSA and click on the connect button below HaloPSA.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the HaloPSA URL
Step 5: To get the necessary details for successful integration, log in to HaloPSA.
Step 6: Copy the URL and paste it into the pop-up window of KrispCall.
Step 7: Click on the Connect Now button, and the Integration successful message will pop up, and HaloPSA will be displayed under active integrations.
Manage member Integration settings by the admin/owner
Ensure members have integrated HaloPSA accounts.
The admin/owner can view member integrations and make changes to members' account settings.
Members cannot view admin/owner integrations.
Member's settings changes don’t affect Admin/Owner’s settings.
Admin/Owner setting changes don’t affect members' settings.
Integration Settings
After the successful integration of HaloPSA, users can enable or disable different settings. In the first step, users can either edit or delete the integration.
To delete the active integration, click on the 3 dots and choose the delete option.
The edit option provides different settings options where users can make changes according to their requirements.
General Settings
General settings is the first setting option where three additional settings options are available. All the toggle buttons on the general settings will be on by default.
Create new contacts for calls: This button helps with one-way contact sync if the toggle is on, i.e., the contact created in KrispCall gets synced to HaloPSA. If the toggle is off, then the contacts won’t be synced.
Contacts 2-way sync: This button helps in 2-way contact sync if the toggle is on, i.e., the contacts created in HaloPSA get synced to KrispCall. If the toggle is off, then the contact won’t be synced. This button also helps in initial syn,c i.,e. If there are previous contacts either in KrispCall or Halo, PSA, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option helps to sync notes to HaloPSA, which are created/edited/deleted from the conversation box or during the call. Toggling off this button won’t sync notes to HaloPSA.
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.
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 HaloPSA. By enabling the setting as Disabled, the outgoing answered calls will not be synced to HaloPSA.
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 HaloPSA. By enabling the setting as Disabled, the outgoing unanswered calls will not be synced to HaloPSA.
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 HaloPSA. By enabling the setting as Disabled, the incoming answered calls will not be synced to HaloPSA.
Log incoming unanswered calls as Call (Engagements)/Disabled: By enabling the setting as Call (Engagements), the incoming unanswered calls will be synced to calls of HaloPSA. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to HaloPSA.
Log voicemail as Call (Engagements)/Disabled: By enabling the settings as Call (Engagements), the voicemail log will be synced to the call of HaloPSA. By enabling the setting as Disabled, the voicemail log will not be synced to HaloPSA.
Log incoming SMS as SMS/Disabled: Enabling the setting as Activities will sync the incoming SMS to SMS of HaloPSA. However, it will not sync if the setting is disabled.
Log outgoing SMS as SMS/Disabled: Enabling the setting as Activities will sync the outgoing SMS to SMS of HaloPSA. 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 the connected numbers settings.
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.
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 to be synced at HaloPSA.
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 HaloPSA.
Updated on: 11/06/2025
Thank you!