Broad phone matching
Active organisation, person and work-mobile fields are searched.
Available
Simplicate
Call information added as a timeline message to the right relation.
Calls2CRM compares the phone number with active organisations, people and contacts in Simplicate and posts the call information as a timeline message.
How this integration works
Searches
Organisations and people
Posts as
Timeline message
Access
API key and API secret
Employee
Automatically by work email
Capabilities
What does Calls2CRM do with Simplicate?
Context-rich timeline message
Summary, highlights, sentiment, direction, duration and transcript are posted together.
Automatic employee recognition
The Calls2CRM employee email is matched with the active work email in Simplicate.
Safe exception flow
When no or multiple relations are found, the employee chooses the right destination in the portal.
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
Environment URL
Enter the complete URL of the Simplicate environment.
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02
API credentials
Create an API key and API secret with read access to CRM and HRM and write access to timeline messages.
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03
Check employees
Make sure the work email in Simplicate matches the user email in Calls2CRM.
Calls2CRM + Simplicate
Would you like to connect Simplicate to your telephony?
Tell us which environment you use. We will discuss the setup and check together whether all required information is available.