Search customers and people
Phone fields on customers, customer employees and linked people are checked.
Available
MijnKantoorApp
Personal OAuth and notes on the right customer.
Each employee securely connects their own MijnKantoorApp account. Calls2CRM searches customers and related people by phone number and posts the note using the authorised employee account.
How this integration works
Searches
Customers and related people
Posts as
Customer note
Access
Personal OAuth
Employee
Own account per employee
Capabilities
What does Calls2CRM do with MijnKantoorApp?
Note from the employee
The personal OAuth connection posts the note through the CRM account of the correct employee.
Authorisation monitoring
A missing or expired connection is visible in the portal and can be authorised again immediately.
Safe storage when blocked
Without valid authorisation, the transcript remains in Calls2CRM until the employee can connect and post it.
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
Enable the customer integration
Select MijnKantoorApp as the CRM for the customer. The general OAuth application details are managed centrally.
-
02
Create employees
Create each employee with the correct internal phone number and email address.
-
03
Each employee authorises
The employee opens CRM settings in their own account and completes OAuth consent once.
Calls2CRM + MijnKantoorApp
Would you like to connect MijnKantoorApp to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.