How to Integrate Your Ontraport Account with KrispCall?
Integrating KrispCall with Ontraport offers a host of benefits, such as smoother phone conversations, greater efficiency, and enhanced customer service.
With this integration, you can easily make and receive calls, manage your contacts, and keep track of all your activities within a single platform. By leveraging KrispCall’s advanced calling features alongside Ontraport’s comprehensive customer management tools, you can consistently provide quick and exceptional service to your customers.
In this user-friendly guide, we will highlight the benefits of this integration and provide clear steps to integrate Ontraport with KrispCall.
Let’s have a look at the KrispCall and Ontraport integration:
By integrating these two platforms, you can keep all your customer information in one spot. This means when you talk to a customer, you can easily see their history, preferences, and any previous interactions. Being well-informed helps you create a personal touch that makes customers feel valued and understood.
Additionally, having quick access to customer details allows you to respond faster to their needs. Whether they have questions or need assistance, you can provide the right information without delay. This speed and efficiency build trust and loyalty, ensuring that customers return for more.
The KrispCall and Ontraport integration also helps you send automatic follow-ups after calls. For example, if someone expresses interest in a product during a conversation, you can send them an email right away with more information. This timely interaction keeps you in their mind and encourages them to take action.
Moreover, automated marketing tasks reduce the workload on your team. Instead of spending time on repetitive tasks, they can focus on creative strategies and building relationships. This balance leads to smarter marketing campaigns that attract more customers.
Integrating KrispCall with Ontraport helps your sales team spend less time on paperwork. Automatic call logging allows them to concentrate on selling instead of writing everything down. This efficiency allows them to make more calls, connect with more potential customers, and ultimately close more deals.
Additionally, the click-to-call feature makes it easy for your sales team to reach out quickly. They can jump from one task to another without any delays, maximizing their productivity. As a result, your sales team can achieve their goals faster and more effectively.
When your support team talks to customers, they can access all the necessary information during the call. This readiness enables them to resolve issues more quickly and accurately, leading to a better customer experience. When customers feel heard and supported, they are more likely to share positive feedback.
Furthermore, having all the information at their fingertips helps support agents provide personalized solutions. They can refer to previous interactions and understand the customer's journey. This approach fosters stronger relationships and encourages customers to trust your brand.
Lastly, Ontraport and KrispCall integration makes it easier for teams to work together. Everyone can see the same customer information, which helps with training new team members. When new hires have access to historical data, they can learn from past interactions and provide better service right away.
In addition, team collaboration improves communication within the organization. Everyone stays updated on customer interactions, allowing for seamless handoffs between departments. This teamwork results in a more unified approach to customer management, leading to overall success.
Follow these easy steps to integrate your 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. Enter details.
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: Provide 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.
Note: If there are no selected numbers, then the call logs will not be synced in Ontraport.
With this integration, you can easily make and receive calls, manage your contacts, and keep track of all your activities within a single platform. By leveraging KrispCall’s advanced calling features alongside Ontraport’s comprehensive customer management tools, you can consistently provide quick and exceptional service to your customers.
In this user-friendly guide, we will highlight the benefits of this integration and provide clear steps to integrate Ontraport with KrispCall.
Benefits of Ontraport KrispCall Integration
Let’s have a look at the KrispCall and Ontraport integration:
Better Customer Relationships
By integrating these two platforms, you can keep all your customer information in one spot. This means when you talk to a customer, you can easily see their history, preferences, and any previous interactions. Being well-informed helps you create a personal touch that makes customers feel valued and understood.
Additionally, having quick access to customer details allows you to respond faster to their needs. Whether they have questions or need assistance, you can provide the right information without delay. This speed and efficiency build trust and loyalty, ensuring that customers return for more.
Smarter Marketing Automation
The KrispCall and Ontraport integration also helps you send automatic follow-ups after calls. For example, if someone expresses interest in a product during a conversation, you can send them an email right away with more information. This timely interaction keeps you in their mind and encourages them to take action.
Moreover, automated marketing tasks reduce the workload on your team. Instead of spending time on repetitive tasks, they can focus on creative strategies and building relationships. This balance leads to smarter marketing campaigns that attract more customers.
Boosted Sales Efficiency
Integrating KrispCall with Ontraport helps your sales team spend less time on paperwork. Automatic call logging allows them to concentrate on selling instead of writing everything down. This efficiency allows them to make more calls, connect with more potential customers, and ultimately close more deals.
Additionally, the click-to-call feature makes it easy for your sales team to reach out quickly. They can jump from one task to another without any delays, maximizing their productivity. As a result, your sales team can achieve their goals faster and more effectively.
Improved Customer Support
When your support team talks to customers, they can access all the necessary information during the call. This readiness enables them to resolve issues more quickly and accurately, leading to a better customer experience. When customers feel heard and supported, they are more likely to share positive feedback.
Furthermore, having all the information at their fingertips helps support agents provide personalized solutions. They can refer to previous interactions and understand the customer's journey. This approach fosters stronger relationships and encourages customers to trust your brand.
Better Team Collaboration
Lastly, Ontraport and KrispCall integration makes it easier for teams to work together. Everyone can see the same customer information, which helps with training new team members. When new hires have access to historical data, they can learn from past interactions and provide better service right away.
In addition, team collaboration improves communication within the organization. Everyone stays updated on customer interactions, allowing for seamless handoffs between departments. This teamwork results in a more unified approach to customer management, leading to overall success.
How to Integrate Your Ontraport Account with KrispCall?
Follow these easy steps to integrate your 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. Enter details.
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: Provide 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.
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.
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.
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.
Note: If there are no selected numbers, then the call logs will not be synced in Ontraport.
Updated on: 20/11/2024
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