Find dossiers by phone number
The external number of the incoming or outgoing call is used to search customer dossiers.
Available
Faster Forward
A JSON registration on the existing customer dossier.
Calls2CRM finds the customer dossier using the external phone number and writes the call information as a registration in that dossier. No separate text file is uploaded.
How this integration works
Searches
Customer dossiers
Posts as
JSON registration
Access
Organisation OAuth
Employee
No separate user mapping
Capabilities
What does Calls2CRM do with Faster Forward?
Direct registration
Subject, summary, highlights, transcript and call details are stored directly as JSON.
Review non-unique matches
One dossier is posted automatically; no or multiple dossiers remain available for manual linking.
Configuration
What needs to be configured?
Technical credentials can be entered securely in the Calls2CRM portal later. Do not share API keys or passwords through the contact form.
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01
Organisation OAuth
Request the organisation connection from Faster Forward and enter the client ID, client secret, organisation ID and exact granted scopes.
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02
Environment URL
Enter the URL of the Faster Forward Elements environment.
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03
Master-data IDs
Check the activity ID and registration type ID. The documented defaults are 1 for General and 2 for Phone call.
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04
Webservice
Check that the configured OAuth webservice matches the configuration supplied by Faster Forward.
Calls2CRM + Faster Forward
Would you like to connect Faster Forward to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.