Contact match to company
When a contact is recognised, Calls2CRM finds the associated company as the final destination.
Available
Inserve
Internal notes on companies without creating a new ticket.
Calls2CRM searches companies directly or through contact phone fields. A contact match is always linked back to the company and posted there as an internal note.
How this integration works
Searches
Company, contact phone and mobile
Posts as
Internal company note
Access
API URL and API key
Employee
Optional Inserve operator ID
Capabilities
What does Calls2CRM do with Inserve?
Internal note only
No ticket is created and the note is not sent as a customer-facing message.
Optional employee attribution
With an operator ID, the note is attributed to the correct employee; otherwise Inserve uses the API-key owner.
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.
-
01
Separate API key
Create a separate Inserve API key for Calls2CRM with the minimum required permissions.
-
02
Environment URL
Enter the API URL for the Inserve subdomain, for example https://yourenvironment.inserve.nl/api.
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03
Operator ID (optional)
Enter the Inserve operator ID for each Calls2CRM user for personal attribution.
Calls2CRM + Inserve
Would you like to connect Inserve to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.