How to Integrate Your HighLevel Account with KrispCall?
Supercharging your sales process with the integration of HighLevel and KrispCall is quite simple and effective.
With this integration in action, you can boost employee efficiency and productivity, facilitate smooth connectivity across both platforms, and elevate the overall user experience.
In this user-friendly guide, we will walk you through the steps to get your integration up and running along with some of the benefits it holds.
Integrating HighLevel with KrispCall brings numerous advantages for businesses aiming to streamline their workflows and enhance their sales processes. Here are some of the primary benefits of this powerful integration.
The integration of KrispCall with HighLevel allows agents to make and receive calls directly from the HighLevel interface, eliminating the need to toggle between multiple tabs. This streamlined approach saves valuable time and enhances focus, enabling agents to concentrate on customer interactions rather than navigating different platforms.
By having call capabilities integrated into a single dashboard, agents can easily add notes and access chat history without interruption. This cohesion fosters a more efficient workflow, allowing teams to respond to customer needs promptly and effectively.
Manual data entry can be tedious and prone to errors, especially when information needs to be input across multiple platforms. The KrispCall-HighLevel integration simplifies this process by automating the flow of customer records and related details into your preferred application.
This automation not only saves time but also reduces the risk of inconsistencies in data entry. As a result, your team can focus on what truly matters—building relationships with customers and enhancing overall service quality.
With all data related to customer interactions consolidated within a single platform, agents can provide more personalized service. This integration enables quick access to call logs and customer information, allowing agents to tailor their responses based on past interactions.
Moreover, having comprehensive insights at their fingertips helps agents resolve issues more efficiently. This leads to a smoother customer experience and fosters stronger relationships built on understanding and responsiveness.
The integration allows for real-time SMS, MMS, and voicemail notifications to be received directly within HighLevel. This feature ensures that your team is always updated on urgent matters, enabling them to act quickly on pressing issues.
Having immediate access to notifications enhances responsiveness and empowers agents to address customer concerns without delay. This proactive approach not only improves customer satisfaction but also strengthens your team's effectiveness in managing overall interactions.
By integrating KrispCall with HighLevel, your remote team gains easy access to call recordings and notes, facilitating seamless information sharing. This connectivity encourages collaboration among team members, regardless of their physical location.
With everyone on the same page, the team can work together more effectively to address customer needs. Enhanced collaboration leads to a more cohesive approach to service delivery, ultimately driving better outcomes for your clients.
Step 1: Log in to the KrispCall account and go to Settings.
Step 2: In the Settings menu, you'll find Integrations listed under APP SETTINGS. Simply click on Integrations to proceed.
Step 3: Upon clicking on integrations, different automation tools and CRMs can be found that can integrate with KrispCall. To integrate HighLevel from KrispCall, click on the connect button below HighLevel.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the email.
Step 5: Enter the valid email address of the sub-account and click on the Submit button.
Note: Sub-account should be created manually by the user to integrate.
Step 6: After clicking on the submit button, the user is redirected to select an account page.
Step 7: After choosing the sub-account, CRM integrated successfully message will pop up, and HighLevel will be displayed in active integrations of KrispCall.
Once HighLevel has been successfully integrated, users have the flexibility to toggle various settings on or off. The initial step allows users to either modify or remove the integration entirely.
The general settings serve as the primary choice for three supplementary settings options. 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. Any contact created in KrispCall will be synced to HighLevel. If the toggle is deactivated, the contacts will not 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 HighLevel get synced to KrispCall. If the toggle is off, the contact won’t be synced. This button also helps in initial sync, i.e., if there are previous contacts either in KrispCall or HighLevel, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option allows you to synchronize notes that are created, edited, or deleted in the conversation box or during a call with HighLevel. If you turn off this option, your notes will not be synced to HighLevel.
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: Enabling the setting as Calls(Engagements) will sync the outgoing answered calls to HighLevel. Enabling the setting as Disabled will not sync the outgoing answered calls to HighLevel.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync the outgoing unanswered calls to HighLevel. Enabling the setting as Disabled will not sync the outgoing unanswered calls to HighLevel.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to HighLevel. By enabling the setting as Disabled, the incoming answered calls will not be synced to HighLevel.
Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to HighLevel. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to HighLevel.
Log voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to HighLevel. By enabling the setting as Disabled, the voicemail log will not be synced to HighLevel.
The connected numbers setting can be found following the workflow settings. There is a single option available within the settings of the connected number.
Log phone calls for these numbers: This option shows a list of available numbers, and the user can choose one or more numbers from the existing number of that workspace. This option helps log the phone calls of the selected numbers.
Note: If no selected numbers are present, the call logs will not be synced in HighLevel.
With this integration in action, you can boost employee efficiency and productivity, facilitate smooth connectivity across both platforms, and elevate the overall user experience.
In this user-friendly guide, we will walk you through the steps to get your integration up and running along with some of the benefits it holds.
Benefits of Integrating Your HighLevel Account with KrispCall
Integrating HighLevel with KrispCall brings numerous advantages for businesses aiming to streamline their workflows and enhance their sales processes. Here are some of the primary benefits of this powerful integration.
1. Eliminate Tab Switching
The integration of KrispCall with HighLevel allows agents to make and receive calls directly from the HighLevel interface, eliminating the need to toggle between multiple tabs. This streamlined approach saves valuable time and enhances focus, enabling agents to concentrate on customer interactions rather than navigating different platforms.
By having call capabilities integrated into a single dashboard, agents can easily add notes and access chat history without interruption. This cohesion fosters a more efficient workflow, allowing teams to respond to customer needs promptly and effectively.
2. Streamlined Data Entry
Manual data entry can be tedious and prone to errors, especially when information needs to be input across multiple platforms. The KrispCall-HighLevel integration simplifies this process by automating the flow of customer records and related details into your preferred application.
This automation not only saves time but also reduces the risk of inconsistencies in data entry. As a result, your team can focus on what truly matters—building relationships with customers and enhancing overall service quality.
3. Enhanced Customer Interactions
With all data related to customer interactions consolidated within a single platform, agents can provide more personalized service. This integration enables quick access to call logs and customer information, allowing agents to tailor their responses based on past interactions.
Moreover, having comprehensive insights at their fingertips helps agents resolve issues more efficiently. This leads to a smoother customer experience and fosters stronger relationships built on understanding and responsiveness.
4. Ream Time Notifications
The integration allows for real-time SMS, MMS, and voicemail notifications to be received directly within HighLevel. This feature ensures that your team is always updated on urgent matters, enabling them to act quickly on pressing issues.
Having immediate access to notifications enhances responsiveness and empowers agents to address customer concerns without delay. This proactive approach not only improves customer satisfaction but also strengthens your team's effectiveness in managing overall interactions.
5. Enhanced Team Collaboration
By integrating KrispCall with HighLevel, your remote team gains easy access to call recordings and notes, facilitating seamless information sharing. This connectivity encourages collaboration among team members, regardless of their physical location.
With everyone on the same page, the team can work together more effectively to address customer needs. Enhanced collaboration leads to a more cohesive approach to service delivery, ultimately driving better outcomes for your clients.
How to Integrate Your HighLevel Account with KrispCall?
Step 1: Log in to the KrispCall account and go to Settings.
Step 2: In the Settings menu, you'll find Integrations listed under APP SETTINGS. Simply click on Integrations to proceed.
Step 3: Upon clicking on integrations, different automation tools and CRMs can be found that can integrate with KrispCall. To integrate HighLevel from KrispCall, click on the connect button below HighLevel.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the email.
Step 5: Enter the valid email address of the sub-account and click on the Submit button.
Note: Sub-account should be created manually by the user to integrate.
Step 6: After clicking on the submit button, the user is redirected to select an account page.
Step 7: After choosing the sub-account, CRM integrated successfully message will pop up, and HighLevel will be displayed in active integrations of KrispCall.
Integration Setting
Once HighLevel has been successfully integrated, users have the flexibility to toggle various settings on or off. The initial step allows users to either modify or remove the integration entirely.
General Settings
The general settings serve as the primary choice for three supplementary settings options. 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. Any contact created in KrispCall will be synced to HighLevel. If the toggle is deactivated, the contacts will not 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 HighLevel get synced to KrispCall. If the toggle is off, the contact won’t be synced. This button also helps in initial sync, i.e., if there are previous contacts either in KrispCall or HighLevel, then by toggling this button, the contacts get synced to both sides.
Notes logging: This option allows you to synchronize notes that are created, edited, or deleted in the conversation box or during a call with HighLevel. If you turn off this option, your notes will not be synced to HighLevel.
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: Enabling the setting as Calls(Engagements) will sync the outgoing answered calls to HighLevel. Enabling the setting as Disabled will not sync the outgoing answered calls to HighLevel.
Log outgoing unanswered calls as Calls(Engagements)/Disabled: Enabling the setting as Calls(Engagements) will sync the outgoing unanswered calls to HighLevel. Enabling the setting as Disabled will not sync the outgoing unanswered calls to HighLevel.
Log incoming answered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming answered calls will be synced to HighLevel. By enabling the setting as Disabled, the incoming answered calls will not be synced to HighLevel.
Log incoming unanswered calls as Calls(Engagements)/Disabled: By enabling the setting as Calls(Engagements), the incoming unanswered calls will be synced to HighLevel. By enabling the setting as Disabled, the incoming unanswered calls will not be synced to HighLevel.
Log voicemail as Calls(Engagements)/Disabled: By enabling the settings as Calls(Engagements), the voicemail log will be synced to HighLevel. By enabling the setting as Disabled, the voicemail log will not be synced to HighLevel.
Connected Numbers
The connected numbers setting can be found following the workflow settings. There is a single option available within the settings of the connected number.
Log phone calls for these numbers: This option shows a list of available numbers, and the user can choose one or more numbers from the existing number of that workspace. This option helps log the phone calls of the selected numbers.
Note: If no selected numbers are present, the call logs will not be synced in HighLevel.
Updated on: 20/11/2024
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