How to Integrate Your Ontraport Account with KrispCall?
The Ontraport integration with KrispCall brings numerous advantages, such as enhanced telephony conversations, increased productivity, and improved customer service.
Integrating KrispCall with Ontraport allows you to seamlessly make and receive phone calls, manage your contacts, and track all activities within a single platform. Additionally, using KrispCall’s advanced telephony features alongside Ontraport’s powerful customer management tools ensures you can consistently deliver prompt and exceptional customer service.
In this comprehensive guide, we will explore the key features and benefits of this integration and provide straightforward steps to connect Ontraport with KrispCall.
Integrating Ontraport with KrispCall gives you several powerful features that enhance your conversation workflow. Here are some of the best features of this integration:
The Ontraport and KrispCall integration offers a call logging and tracking feature that automatically records every inbound and outbound call in your Ontraport CRM account. This includes all the call details like duration, time, date, and the caller’s information.
Moreover, with this feature, you don’t have to manually enter call details, as they are automatically recorded within your Ontraport account, providing you with a complete history of interactions with each contact. Moreover, this feature lets you track call metrics, enabling comprehensive sales and support activities monitoring.
Manually dialing the phone number to start a conversation with customer is a hassle for agents. However, integrating KrispCall with Ontraport offers click-to-call functionality, where agents can simply click on a contact’s phone number within Ontraport to start a call instantly.
This speeds up the calling process and agents can connect with thousands of customers in a day. In addition, the click-to-call feature empowers agents to utilize other phone functionalities, such as adding notes during calls to maintain detailed records of each conversation.
Note: To enable click-to-call functionality, you'll need to install the KrispCall Dialer extension for your browser. Simply follow this link and install on your browser.
It is significant to understand how your calls are performing, and advanced call analytics makes this process effortless. Integrating KrispCall with Ontraport provides you with detailed insights into your telephony operations by analyzing call metrics and trends.
Moreover, you can track things like call volume, duration, response times, and outcomes. By integrating call data with Ontraport’s reporting tools, you get a clear picture of what’s working and what’s not, helping you make informed decisions and improve your strategies.
Integrating KrispCall with Ontraport offers you a Caller ID feature that lets you view the caller information within your Ontraport account before you even answer the call. Using the data stored in Ontraport, it displays the caller’s name, previous interactions, and relevant notes as the call receives.
This feature allows agents to be always prepared, enabling them to have more personalized and meaningful conversations. Furthermore, it helps agents to prioritize the call based on importance.
Keeping your contact records up-to-date on multiple platforms can be headache for agentes. It also consumes more time and effort. However, with the integration of KrispCall and Ontraport, all your contact are automatically synced on both platforms whenever you add/update any contact details.
That means any changes made in your Ontraport account are automatically reflected in KrispCall and vice versa. This keeps your contact information accurate and consistent, reducing manual updates and minimizing errors.
Ontraport's integration with KrispCall offers several benefits. Let's take a look at some of its major advantages:
By integrating Ontraport with KrispCall, businesses can unify customer data, automatically logging call details, recordings, and interactions into the Ontraport CRM. This consolidation provides a comprehensive view of customer history, enabling more personalized and effective interaction.
Moreover, enhanced contact management ensures that contact records are always up-to-date with real-time call data, eliminating the need for manual entry and reducing errors.
The integration of KrispCall with Ontraport significantly boosts marketing automation by enabling automated follow-ups based on call outcomes. For instance, an automated email or SMS can be sent after a successful sales call to confirm the purchase.
Moreover, this integration enables crafting more targeted marketing campaigns by leveraging call data to effectively segment customers. This ensures that marketing messages can be tailored according to individual needs and preferences.
Integrating KrispCall with Ontraport simplifies sales processes by reducing administrative tasks. Features like automatic call logging allow sales teams to focus on selling rather than data entry. Additionally, with Click-to-call within Ontraport, outbound call processes are streamlined, saving time and boosting productivity.
Likewise, performance monitoring is also improved, as managers can use combined analytics from Ontraport and KrispCall to monitor sales team performance, identify top-performing agents, and understand successful call strategies, all of which contribute to overall sales efficiency.
Ontraport's integration with KrispCall improves customer service by improving call handling. For instance, during calls, support teams can access comprehensive customer information, resulting in faster and more effective resolution of issues.
Customer support agents can use previous customer data to offer personalized interactions, enhancing the overall customer experience. Additionally, proactive support measures, such as reaching out to customers who have encountered issues, become feasible.
The KrispCall+Ontraoport integration fosters improved collaboration and team productivity by centralizing information within a single platform to manage all customer interactions. This centralization facilitates better collaboration among teams, with shared access to call records and customer interactions ensuring that everyone is on the same page.
This simplifies the process of training and onboarding new staff, as all the necessary information can be accessed in one place.
Step 1: Log in to your KrispCall account and select Settings.
Step 2: Under App Settings, you'll find Integrations. Click on it.
Step 3: By clicking integrations, you can find a number of automation tools and CRMs that you can integrate with KrispCall. Click on the connect button below Ontraport to integrate KrispCall with Ontraport.
Step 4: Clicking the connect button will display a pop-up window asking for the Ontraport API Key and User ID.
Step 5: Go to the administration tab of your Ontraport account to obtain the application ID and API key.
Step 6: Click on Ontraport API instructions and key manager under integrations.
Step 7: A page showing the Application ID and API key will appear. Copy those and paste them along with the email into the KrispCall pop-up window.
Step 8: Input the valid details and hit the Submit option.
Step 9: Once you click the submit button, a CRM integration success message will appear.
After integrating Ontraport into KrispCall, users can enable/disable different settings. Here first comes the general setting.
Point to remember: When the integration is done for the first time, all the setting options for general and workflow settings will be on by default.
The three dots for active integration offer two choices: "Edit" and "Delete." To modify the integration, click on the three dots and select "Edit." This option opens various settings where users can adjust configurations as needed.
After clicking the edit option, three options are now available under general settings.
Under general settings, there are now 3 settings options available.
Create new contacts for calls: Add new contacts to the address book in Ontraport. This option is used for one-way contact sync. The contact created in KrispCall should be synced to Ontraport if the toggle is on.
Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Ontraport and vice versa. This option is used for two-way contact sync, where contacts created and updated in KrispCall should be synced to Ontraport and vice versa when the toggle is on. Also, after toggling on/off, the old contacts in Ontraport and KrispCall should be synced.
Notes logging: Drop only notes in call details. This option is used to save/sync notes to Ontraport only when the toggle is on.
The workflow setting is present just after the general settings.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls(engagements)/ Disabled: By making the log of outgoing answered calls disabled, they will not be saved/synced. By making calls(engagements), the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls(engagements)/ Disabled: By making the log of outgoing unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls(engagements)/ Disabled: By making the log of incoming answered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls(engagements)/ Disabled: By making the log of incoming unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming unanswered calls will be saved/synced.
Log voicemails as Calls(engagements)/ Disabled: If disabled, the log of voicemails will not be saved/synced, but if made calls(engagements), the log of voicemails will be saved/synced.
The connected numbers setting is present just after the workflow setting.
Under connected numbers, there is only 1 option available till now.
Log phone calls for these phone numbers: In this option, the list of purchased numbers will be shown. This setting is used to ensure the log of selected numbers will only be saved in Ontraport.
Integrating KrispCall with Ontraport allows you to seamlessly make and receive phone calls, manage your contacts, and track all activities within a single platform. Additionally, using KrispCall’s advanced telephony features alongside Ontraport’s powerful customer management tools ensures you can consistently deliver prompt and exceptional customer service.
In this comprehensive guide, we will explore the key features and benefits of this integration and provide straightforward steps to connect Ontraport with KrispCall.
Features Unlocked by Integrating Ontraport with KrispCall
Integrating Ontraport with KrispCall gives you several powerful features that enhance your conversation workflow. Here are some of the best features of this integration:
1. Automated call logging and tracking
The Ontraport and KrispCall integration offers a call logging and tracking feature that automatically records every inbound and outbound call in your Ontraport CRM account. This includes all the call details like duration, time, date, and the caller’s information.
Moreover, with this feature, you don’t have to manually enter call details, as they are automatically recorded within your Ontraport account, providing you with a complete history of interactions with each contact. Moreover, this feature lets you track call metrics, enabling comprehensive sales and support activities monitoring.
2. Click to call functionality
Manually dialing the phone number to start a conversation with customer is a hassle for agents. However, integrating KrispCall with Ontraport offers click-to-call functionality, where agents can simply click on a contact’s phone number within Ontraport to start a call instantly.
This speeds up the calling process and agents can connect with thousands of customers in a day. In addition, the click-to-call feature empowers agents to utilize other phone functionalities, such as adding notes during calls to maintain detailed records of each conversation.
Note: To enable click-to-call functionality, you'll need to install the KrispCall Dialer extension for your browser. Simply follow this link and install on your browser.
3. Advanced call analytics
It is significant to understand how your calls are performing, and advanced call analytics makes this process effortless. Integrating KrispCall with Ontraport provides you with detailed insights into your telephony operations by analyzing call metrics and trends.
Moreover, you can track things like call volume, duration, response times, and outcomes. By integrating call data with Ontraport’s reporting tools, you get a clear picture of what’s working and what’s not, helping you make informed decisions and improve your strategies.
4. Caller Identification
Integrating KrispCall with Ontraport offers you a Caller ID feature that lets you view the caller information within your Ontraport account before you even answer the call. Using the data stored in Ontraport, it displays the caller’s name, previous interactions, and relevant notes as the call receives.
This feature allows agents to be always prepared, enabling them to have more personalized and meaningful conversations. Furthermore, it helps agents to prioritize the call based on importance.
5. Two-way contact syncing
Keeping your contact records up-to-date on multiple platforms can be headache for agentes. It also consumes more time and effort. However, with the integration of KrispCall and Ontraport, all your contact are automatically synced on both platforms whenever you add/update any contact details.
That means any changes made in your Ontraport account are automatically reflected in KrispCall and vice versa. This keeps your contact information accurate and consistent, reducing manual updates and minimizing errors.
Benefits of Integrating Ontraport with KrispCall
Ontraport's integration with KrispCall offers several benefits. Let's take a look at some of its major advantages:
1. Improved customer relationship management
By integrating Ontraport with KrispCall, businesses can unify customer data, automatically logging call details, recordings, and interactions into the Ontraport CRM. This consolidation provides a comprehensive view of customer history, enabling more personalized and effective interaction.
Moreover, enhanced contact management ensures that contact records are always up-to-date with real-time call data, eliminating the need for manual entry and reducing errors.
2. Enhanced marketing automation
The integration of KrispCall with Ontraport significantly boosts marketing automation by enabling automated follow-ups based on call outcomes. For instance, an automated email or SMS can be sent after a successful sales call to confirm the purchase.
Moreover, this integration enables crafting more targeted marketing campaigns by leveraging call data to effectively segment customers. This ensures that marketing messages can be tailored according to individual needs and preferences.
3. Increased sales efficiency
Integrating KrispCall with Ontraport simplifies sales processes by reducing administrative tasks. Features like automatic call logging allow sales teams to focus on selling rather than data entry. Additionally, with Click-to-call within Ontraport, outbound call processes are streamlined, saving time and boosting productivity.
Likewise, performance monitoring is also improved, as managers can use combined analytics from Ontraport and KrispCall to monitor sales team performance, identify top-performing agents, and understand successful call strategies, all of which contribute to overall sales efficiency.
4. Better customer support
Ontraport's integration with KrispCall improves customer service by improving call handling. For instance, during calls, support teams can access comprehensive customer information, resulting in faster and more effective resolution of issues.
Customer support agents can use previous customer data to offer personalized interactions, enhancing the overall customer experience. Additionally, proactive support measures, such as reaching out to customers who have encountered issues, become feasible.
5. Improved collaboration and team productivity
The KrispCall+Ontraoport integration fosters improved collaboration and team productivity by centralizing information within a single platform to manage all customer interactions. This centralization facilitates better collaboration among teams, with shared access to call records and customer interactions ensuring that everyone is on the same page.
This simplifies the process of training and onboarding new staff, as all the necessary information can be accessed in one place.
How to Integrate Ontraport Account with KrispCall?
Step 1: Log in to your KrispCall account and select Settings.
Step 2: Under App Settings, you'll find Integrations. Click on it.
Step 3: By clicking integrations, you can find a number of automation tools and CRMs that you can integrate with KrispCall. Click on the connect button below Ontraport to integrate KrispCall with Ontraport.
Step 4: Clicking the connect button will display a pop-up window asking for the Ontraport API Key and User ID.
Step 5: Go to the administration tab of your Ontraport account to obtain the application ID and API key.
Step 6: Click on Ontraport API instructions and key manager under integrations.
Step 7: A page showing the Application ID and API key will appear. Copy those and paste them along with the email into the KrispCall pop-up window.
Step 8: Input the valid details and hit the Submit option.
Step 9: Once you click the submit button, a CRM integration success message will appear.
Integration settings
After integrating Ontraport into KrispCall, users can enable/disable different settings. Here first comes the general setting.
Point to remember: When the integration is done for the first time, all the setting options for general and workflow settings will be on by default.
1. General Settings
The three dots for active integration offer two choices: "Edit" and "Delete." To modify the integration, click on the three dots and select "Edit." This option opens various settings where users can adjust configurations as needed.
After clicking the edit option, three options are now available under general settings.
Under general settings, there are now 3 settings options available.
Create new contacts for calls: Add new contacts to the address book in Ontraport. This option is used for one-way contact sync. The contact created in KrispCall should be synced to Ontraport if the toggle is on.
Contacts 2-Way sync: Contacts added and updated in KrispCall must synchronize in Ontraport and vice versa. This option is used for two-way contact sync, where contacts created and updated in KrispCall should be synced to Ontraport and vice versa when the toggle is on. Also, after toggling on/off, the old contacts in Ontraport and KrispCall should be synced.
Notes logging: Drop only notes in call details. This option is used to save/sync notes to Ontraport only when the toggle is on.
2. Workflow settings
The workflow setting is present just after the general settings.
Under workflow settings, there are 5 settings options available till now.
Log outgoing answered calls as Calls(engagements)/ Disabled: By making the log of outgoing answered calls disabled, they will not be saved/synced. By making calls(engagements), the log of outgoing answered calls will be saved/synced.
Log outgoing unanswered calls as Calls(engagements)/ Disabled: By making the log of outgoing unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of outgoing unanswered calls will be saved/synced.
Log incoming answered calls as Calls(engagements)/ Disabled: By making the log of incoming answered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming answered calls will be saved/synced.
Log incoming unanswered calls as Calls(engagements)/ Disabled: By making the log of incoming unanswered calls disabled, it will not be saved/synced. By making calls(engagements), the log of incoming unanswered calls will be saved/synced.
Log voicemails as Calls(engagements)/ Disabled: If disabled, the log of voicemails will not be saved/synced, but if made calls(engagements), the log of voicemails will be saved/synced.
3. Connected Numbers
The connected numbers setting is present just after the workflow setting.
Under connected numbers, there is only 1 option available till now.
Log phone calls for these phone numbers: In this option, the list of purchased numbers will be shown. This setting is used to ensure the log of selected numbers will only be saved in Ontraport.
Updated on: 28/06/2024
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