How to Integrate Your Apptivo Account with KrispCall?
Switching back and forth between your CRM and phone system can seriously hinder your productivity. Fortunately, the answer to this unwanted problem is integration between Apptivo and KrispCall.
This dynamic duo enables you to effortlessly synchronize contacts, calls, and essential data across both platforms, removing the hassle of manual data entry.
In this guide, we will explore the benefits of this integration and offer a detailed, step-by-step process to link your Apptivo and KrispCall accounts.
The combination of KrispCall and Salesmate is your key to unlocking a treasure of benefits for your business interaction. Some of the standout benefits are as follows:
Integrating KrispCall with Apptivo streamlines your workflow by allowing you to initiate calls with just one click directly from your Apptivo dashboard. This streamlined approach eliminates the hassle of manual dialing, allowing your team to connect with clients quickly and efficiently.
As a result, productivity improves, giving your agents the opportunity to concentrate on valuable conversations instead of tedious administrative duties. The time gained can be channeled into enhancing customer engagement and satisfaction.
With every incoming and outgoing call automatically logged in Apptivo, you’ll maintain an accurate and thorough record of all interactions. This feature ensures that your team has easy access to historical data, which is crucial for effective follow-up and service continuity.
Moreover, having these detailed call logs also aids in tracking customer interactions over time, allowing you to identify trends and improve service delivery based on comprehensive insights.
The integration captures vital details such as call duration, type, and caller identity, providing in-depth analytics on customer interactions. This information can be a game changer in understanding client needs and preferences.
By leveraging these insights, your team can make data-driven decisions that enhance customer service and refine marketing strategies, ultimately leading to improved client satisfaction and loyalty.
During calls, KrispCall provides real-time contact information within the Apptivo interface. This immediate access to relevant data empowers your agents to engage in personalized conversations that resonate with clients.
Having this information not only enhances the quality of interactions but also fosters a stronger rapport with customers, making them feel valued and understood.
With all call records and associated data stored centrally in Apptivo, you gain a complete overview of all client interactions. This centralized history simplifies your workflows and allows for easy reference when preparing for future discussions.
Having a thorough archive of interactions enables your team to review past conversations, ensuring consistency and continuity in customer service, which is essential for building long-term relationships.
Here is a breakdown of the steps you must follow to integrate your Apptivo account with KrispCall successfully:
Step 1: Log in to the KrispCall account and navigate to Settings.
Step 2: In the Settings section, select and click on the Integrations option, which is available under APP SETTINGS.
Step 3: Once you're in the Integrations section, you'll see a list of various automation tools and CRMs available for integration with KrispCall. Find Apptivo and click the connect button beneath it.
Step 4: After clicking the connect button, a pop-up will prompt you to enter your Apptivo access key, email, and Account API key. Enter all necessary details correctly.
Step 5: After entering all necessary details, click on the submit button. A confirmation message will appear, indicating that the CRM has been successfully integrated, and Apptivo will now show up in the active integrations list within KrispCall.
Following the successful integration of Apptivo, users have the flexibility to toggle various settings on or off. Initially, they can choose to either modify or remove the integration.
The general settings serve as the first configuration option, offering three additional settings to choose from. By default, all toggle buttons within the general settings will be activated.
Create new contacts for calls: This button facilitates one-way contact synchronization when the toggle is activated. This means that any contact created in KrispCall will be synced to Apptivo. However, if the toggle is deactivated, the contacts will not be synced.
Contacts 2-way sync: When activated, this button facilitates two-way contact synchronization. If the toggle is switched on, any contacts added in Apptivo will automatically sync with KrispCall. Conversely, if the toggle is off, those contacts will not be synced. Additionally, this button enables initial synchronization; if there are existing contacts in either KrispCall or Apptivo, toggling this button will ensure that all contacts are synced across both platforms.
Notes logging: This button helps to sync notes created/edited/deleted from the conversation box or during the call to Apptivo. Toggling off this button will not sync notes to Apptivo.
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all outgoing answered calls will seamlessly sync with Apptivo. Conversely, if you choose to disable this setting, outgoing answered calls will not be synced to Apptivo.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, any outgoing calls that go unanswered will be automatically synced to Apptivo. Conversely, if you choose to disable this setting, those unanswered outgoing calls will not be synced to Apptivo.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Apptivo. By enabling the setting as Disabled, the incoming answered calls will not be synced to Apptivo.
Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to Apptivo. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Apptivo.
Log voicemail as Calls(Engagements)/Disabled: Adjusting the settings to Calls (Engagements) will ensure that your voicemail log is synced with Apptivo. Conversely, if you set it to Disabled, the voicemail log will not sync with Apptivo.
The connected number settings can be found following the workflow settings. There is only a single option available within the connected number settings.
Log phone calls for these numbers: When the integration is done for the first time, the list of available numbers in the channel will be automatically selected.
If the user purchases the number after integration, they need to add it to connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in Apptivo.
This dynamic duo enables you to effortlessly synchronize contacts, calls, and essential data across both platforms, removing the hassle of manual data entry.
In this guide, we will explore the benefits of this integration and offer a detailed, step-by-step process to link your Apptivo and KrispCall accounts.
Benefits of Integrating Your Apptivo Account with KrispCall
The combination of KrispCall and Salesmate is your key to unlocking a treasure of benefits for your business interaction. Some of the standout benefits are as follows:
1. Effortless Call Initiation
Integrating KrispCall with Apptivo streamlines your workflow by allowing you to initiate calls with just one click directly from your Apptivo dashboard. This streamlined approach eliminates the hassle of manual dialing, allowing your team to connect with clients quickly and efficiently.
As a result, productivity improves, giving your agents the opportunity to concentrate on valuable conversations instead of tedious administrative duties. The time gained can be channeled into enhancing customer engagement and satisfaction.
2. Automated Call Logging
With every incoming and outgoing call automatically logged in Apptivo, you’ll maintain an accurate and thorough record of all interactions. This feature ensures that your team has easy access to historical data, which is crucial for effective follow-up and service continuity.
Moreover, having these detailed call logs also aids in tracking customer interactions over time, allowing you to identify trends and improve service delivery based on comprehensive insights.
3. In-depth Customer Analysis
The integration captures vital details such as call duration, type, and caller identity, providing in-depth analytics on customer interactions. This information can be a game changer in understanding client needs and preferences.
By leveraging these insights, your team can make data-driven decisions that enhance customer service and refine marketing strategies, ultimately leading to improved client satisfaction and loyalty.
4. Real-Time Access to Contact Information
During calls, KrispCall provides real-time contact information within the Apptivo interface. This immediate access to relevant data empowers your agents to engage in personalized conversations that resonate with clients.
Having this information not only enhances the quality of interactions but also fosters a stronger rapport with customers, making them feel valued and understood.
5. Comprehensive Call Data
With all call records and associated data stored centrally in Apptivo, you gain a complete overview of all client interactions. This centralized history simplifies your workflows and allows for easy reference when preparing for future discussions.
Having a thorough archive of interactions enables your team to review past conversations, ensuring consistency and continuity in customer service, which is essential for building long-term relationships.
How to Integrate Your Apptivo Account with KrispCall?
Here is a breakdown of the steps you must follow to integrate your Apptivo account with KrispCall successfully:
Step 1: Log in to the KrispCall account and navigate to Settings.
Step 2: In the Settings section, select and click on the Integrations option, which is available under APP SETTINGS.
Step 3: Once you're in the Integrations section, you'll see a list of various automation tools and CRMs available for integration with KrispCall. Find Apptivo and click the connect button beneath it.
Step 4: After clicking the connect button, a pop-up will prompt you to enter your Apptivo access key, email, and Account API key. Enter all necessary details correctly.
Step 5: After entering all necessary details, click on the submit button. A confirmation message will appear, indicating that the CRM has been successfully integrated, and Apptivo will now show up in the active integrations list within KrispCall.
Integration Setting
Following the successful integration of Apptivo, users have the flexibility to toggle various settings on or off. Initially, they can choose to either modify or remove the integration.
General Settings
The general settings serve as the first configuration option, offering three additional settings to choose from. By default, all toggle buttons within the general settings will be activated.
Create new contacts for calls: This button facilitates one-way contact synchronization when the toggle is activated. This means that any contact created in KrispCall will be synced to Apptivo. However, if the toggle is deactivated, the contacts will not be synced.
Contacts 2-way sync: When activated, this button facilitates two-way contact synchronization. If the toggle is switched on, any contacts added in Apptivo will automatically sync with KrispCall. Conversely, if the toggle is off, those contacts will not be synced. Additionally, this button enables initial synchronization; if there are existing contacts in either KrispCall or Apptivo, toggling this button will ensure that all contacts are synced across both platforms.
Notes logging: This button helps to sync notes created/edited/deleted from the conversation box or during the call to Apptivo. Toggling off this button will not sync notes to Apptivo.
Workflow Settings
The workflow settings can be found immediately following the general settings. Initially, all options within the workflow settings are configured to Calls (Engagements). Users have the flexibility to click on this setting and adjust it according to their specific needs.
Log outgoing answered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, all outgoing answered calls will seamlessly sync with Apptivo. Conversely, if you choose to disable this setting, outgoing answered calls will not be synced to Apptivo.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: When you activate the Calls (Engagements) setting, any outgoing calls that go unanswered will be automatically synced to Apptivo. Conversely, if you choose to disable this setting, those unanswered outgoing calls will not be synced to Apptivo.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to Apptivo. By enabling the setting as Disabled, the incoming answered calls will not be synced to Apptivo.
Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to Apptivo. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to Apptivo.
Log voicemail as Calls(Engagements)/Disabled: Adjusting the settings to Calls (Engagements) will ensure that your voicemail log is synced with Apptivo. Conversely, if you set it to Disabled, the voicemail log will not sync with Apptivo.
Connected Numbers
The connected number settings can be found following the workflow settings. There is only a single option available within the connected number settings.
Log phone calls for these numbers: When the integration is done for the first time, the list of available numbers in the channel will be automatically selected.
If the user purchases the number after integration, they need to add it to connected numbers manually.
Note: If there are no selected numbers, then the call logs will not be synced in Apptivo.
Updated on: 20/11/2024
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