How to Integrate Your Teamleader Account with KrispCall?
Integrating your Teamleader account with KrispCall is more than just linking two tools; it’s about changing how your team interacts and works together. Having your calls, contacts, and customer details all in one place makes it easier for everyone to stay on the same page.
This integration opens up many possibilities, like streamlining tasks and boosting teamwork. In this guide, we’ll walk you through the simple steps to connect these platforms and highlight the amazing benefits you can enjoy.
Here are some key advantages of integrating KrispCall with Teamleader CRM that can enhance your workflow and boost productivity.
Integrating KrispCall with Teamleader streamlines the dialing process, saving valuable time for your agents. Instead of wasting time with manual dialing, agents can make calls directly from the Teamleader interface. This not only speeds up workflows but also allows for a higher call volume, enabling teams to connect with more customers efficiently.
As a result, agents can focus on what really matters—engaging with customers and closing deals. With this integration, time spent on dialing is significantly reduced, allowing agents to allocate their time to more meaningful interactions.
With the integration of KrispCall and Teamleader, managing contacts becomes a breeze. You can keep all your internal and external contacts in one place, simplifying your workflow. By adding new contacts, accessing call history, and updating information from a single interface, you ensure that all data is consistently accurate across both platforms.
This centralized approach not only saves time but also minimizes errors that can occur when juggling multiple systems. Agents can spend less time searching for information and more time building relationships with clients.
The integration fosters better teamwork within your call center, promoting a more collaborative environment. With real-time visibility into ongoing calls and shared information, agents can easily communicate and support one another. This seamless interaction encourages a culture of teamwork, ultimately enhancing overall productivity.
Moreover, when agents can see what their colleagues are doing, they can work together to solve customer issues more efficiently. This enhanced collaboration helps create a supportive atmosphere that benefits both the team and the customers they serve.
By integrating KrispCall and Teamleader, you create a centralized hub for all customer information. Agents can easily access crucial data, including call history and notes, without switching between multiple systems. This easy access ensures that agents have all the information they need at their fingertips, allowing for smoother conversations with clients.
Furthermore, having all relevant details in one place helps agents respond to customer inquiries more quickly. With streamlined access to information, your team can deliver exceptional service and resolve issues efficiently.
Integrating KrispCall with Teamleader empowers agents with better control over their calls. They can efficiently manage call flow by utilizing features like hold and transfer, which enhances the customer experience. Additionally, the ability to record calls provides valuable resources for training, quality assurance, and resolving disputes.
By leveraging these features, agents can improve their skills and ensure that each customer interaction is handled with care. This integration not only enhances individual performance but also contributes to the overall effectiveness of the call center.
Step 1: Log in to your KrisCall account and navigate to the Settings section.
Step 2: Under APP SETTINGS, find and click on Integrations.
Step 3: In the Integrations section, you'll see various automation tools and CRMs available for integration. To connect with Teamleader, click the Connect → button located below Teamleader.
Step 4: Once you click the connect button, a message will confirm that the integration with Teamleader was successful, and it will now appear in your active integrations.
To make changes to the integration, click the three dots and choose the Edit option. You’ll find various settings available that you can adjust according to your needs.
General settings is the first option available, featuring three additional settings for customization. All toggle buttons in this section are turned on by default.
Create New Contacts for Calls: This setting enables one-way contact syncing. When the toggle is on, any contacts created in KrispCall will sync to Teamleader. If turned off, contacts will not sync.
Contacts 2-Way Sync: When this toggle is on, contacts created in Teamleader will sync to KrispCall, enabling two-way syncing. If turned off, contacts won’t sync. This button also allows for the initial syncing of existing contacts between both platforms.
Notes Logging: This option syncs notes created, edited, or deleted during calls or in the conversation box to Teamleader. Turning off this toggle will stop syncing notes.
The workflow settings follow the general settings. Initially, all options in this section are set to Calls (Engagements). Users can click on the settings to adjust them according to their preferences.
Log Outgoing Answered Calls: By enabling this setting, outgoing answered calls will sync to Teamleader. If disabled, these calls will not sync.
Log Outgoing Unanswered Calls: This option, when enabled, allows outgoing unanswered calls to sync to Teamleader. If turned off, they won’t sync.
Log Incoming Answered Calls: When this setting is enabled, incoming answered calls will sync to Teamleader. If disabled, they will not sync.
Log Incoming Unanswered Calls: This option allows incoming unanswered calls to sync to Teamleader when enabled. If turned off, they will not be synced.
Log Voicemail: By enabling this setting, voicemail logs will sync to Teamleader. If disabled, voicemail logs will not be synced.
The connected numbers settings are located after the workflow settings. Here, you have one key option available.
Log Phone Calls for These Numbers: When the integration is first set up, the available numbers in the channel will be automatically selected. If you purchase a new number after integration, you'll need to manually add it to the connected numbers.
Note: If no numbers are selected, call logs will not sync with Teamleader.
This integration opens up many possibilities, like streamlining tasks and boosting teamwork. In this guide, we’ll walk you through the simple steps to connect these platforms and highlight the amazing benefits you can enjoy.
Benefits of Integrating KrispCall with Teamleader CRM
Here are some key advantages of integrating KrispCall with Teamleader CRM that can enhance your workflow and boost productivity.
Speed Up Your Dialing Process
Integrating KrispCall with Teamleader streamlines the dialing process, saving valuable time for your agents. Instead of wasting time with manual dialing, agents can make calls directly from the Teamleader interface. This not only speeds up workflows but also allows for a higher call volume, enabling teams to connect with more customers efficiently.
As a result, agents can focus on what really matters—engaging with customers and closing deals. With this integration, time spent on dialing is significantly reduced, allowing agents to allocate their time to more meaningful interactions.
Simplify Contact Management
With the integration of KrispCall and Teamleader, managing contacts becomes a breeze. You can keep all your internal and external contacts in one place, simplifying your workflow. By adding new contacts, accessing call history, and updating information from a single interface, you ensure that all data is consistently accurate across both platforms.
This centralized approach not only saves time but also minimizes errors that can occur when juggling multiple systems. Agents can spend less time searching for information and more time building relationships with clients.
Foster Team Collaboration
The integration fosters better teamwork within your call center, promoting a more collaborative environment. With real-time visibility into ongoing calls and shared information, agents can easily communicate and support one another. This seamless interaction encourages a culture of teamwork, ultimately enhancing overall productivity.
Moreover, when agents can see what their colleagues are doing, they can work together to solve customer issues more efficiently. This enhanced collaboration helps create a supportive atmosphere that benefits both the team and the customers they serve.
Centralize Access to Customer Information
By integrating KrispCall and Teamleader, you create a centralized hub for all customer information. Agents can easily access crucial data, including call history and notes, without switching between multiple systems. This easy access ensures that agents have all the information they need at their fingertips, allowing for smoother conversations with clients.
Furthermore, having all relevant details in one place helps agents respond to customer inquiries more quickly. With streamlined access to information, your team can deliver exceptional service and resolve issues efficiently.
Better Call Management
Integrating KrispCall with Teamleader empowers agents with better control over their calls. They can efficiently manage call flow by utilizing features like hold and transfer, which enhances the customer experience. Additionally, the ability to record calls provides valuable resources for training, quality assurance, and resolving disputes.
By leveraging these features, agents can improve their skills and ensure that each customer interaction is handled with care. This integration not only enhances individual performance but also contributes to the overall effectiveness of the call center.
How to Integrate Your Teamleader Account with KrispCall?
Step 1: Log in to your KrisCall account and navigate to the Settings section.
Step 2: Under APP SETTINGS, find and click on Integrations.
Step 3: In the Integrations section, you'll see various automation tools and CRMs available for integration. To connect with Teamleader, click the Connect → button located below Teamleader.
Step 4: Once you click the connect button, a message will confirm that the integration with Teamleader was successful, and it will now appear in your active integrations.
Integration Settings
To make changes to the integration, click the three dots and choose the Edit option. You’ll find various settings available that you can adjust according to your needs.
General Settings
General settings is the first option available, featuring three additional settings for customization. All toggle buttons in this section are turned on by default.
Create New Contacts for Calls: This setting enables one-way contact syncing. When the toggle is on, any contacts created in KrispCall will sync to Teamleader. If turned off, contacts will not sync.
Contacts 2-Way Sync: When this toggle is on, contacts created in Teamleader will sync to KrispCall, enabling two-way syncing. If turned off, contacts won’t sync. This button also allows for the initial syncing of existing contacts between both platforms.
Notes Logging: This option syncs notes created, edited, or deleted during calls or in the conversation box to Teamleader. Turning off this toggle will stop syncing notes.
Workflow Settings
The workflow settings follow the general settings. Initially, all options in this section are set to Calls (Engagements). Users can click on the settings to adjust them according to their preferences.
Log Outgoing Answered Calls: By enabling this setting, outgoing answered calls will sync to Teamleader. If disabled, these calls will not sync.
Log Outgoing Unanswered Calls: This option, when enabled, allows outgoing unanswered calls to sync to Teamleader. If turned off, they won’t sync.
Log Incoming Answered Calls: When this setting is enabled, incoming answered calls will sync to Teamleader. If disabled, they will not sync.
Log Incoming Unanswered Calls: This option allows incoming unanswered calls to sync to Teamleader when enabled. If turned off, they will not be synced.
Log Voicemail: By enabling this setting, voicemail logs will sync to Teamleader. If disabled, voicemail logs will not be synced.
Connected Numbers
The connected numbers settings are located after the workflow settings. Here, you have one key option available.
Log Phone Calls for These Numbers: When the integration is first set up, the available numbers in the channel will be automatically selected. If you purchase a new number after integration, you'll need to manually add it to the connected numbers.
Note: If no numbers are selected, call logs will not sync with Teamleader.
Updated on: 20/11/2024
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