Juggling between your CRM and cloud phone system can be a productivity killer. Fortunately, integrating OnePageCRM with KrispCall eliminates this hassle, creating a unified platform for managing customer interactions. This guide will walk you through the benefits, features, and step-by-step process to integrate OnePageCRM account with KrispCall.
Features You Will Get After Integrating OnePageCRM with KrispCall
By integrating OnePageCRM account with KrispCall, you’ll unlock a powerful suite of features designed to boost your team’s efficiency and enhance customer service:
1. Simplified Call Handling: Make and receive calls directly within your OnePageCRM interface. Eliminate the need to switch between applications, allowing you to focus on the conversation at hand.
Please note that in order to enable click-to-call functionality, it’s necessary to install the KrispCall Dialer extension on your browser. You can conveniently locate and install the extension by following this link.
2. Automatic Call Logging and Activity Tracking: All calls made and received through KrispCall are automatically logged as activities within your CRM. This ensures a complete record of every interaction with your clients.
3. Enhanced Caller Identification: See a caller’s name and past interaction history within OnePageCRM the moment they call. This allows you to personalize conversations and provide exceptional customer service.
4. Streamlined Lead Creation: Effortlessly create new leads in OnePageCRM based on incoming calls. Capture essential details like caller ID and call notes, eliminating manual data entry.
5. Improved Team Collaboration: Share call notes and recordings with your team directly within OnePageCRM. This fosters better communication and ensures everyone is on the same page.
Benefits of Integrating OnePageCRM with KrispCall
Beyond the impressive features, integrating OnePageCRM account with KrispCall offers a multitude of benefits for your business:
- Increased Productivity: Your team will save valuable time by managing calls and customer data from a single platform. No more switching between applications or scrambling to record call details.
- Enhanced Customer Service: With automatic call logging and improved caller identification, you can provide a more personalized and efficient customer service experience.
- Improved Data Accuracy: Automatic data syncing between OnePageCRM and KrispCall eliminates the risk of errors from manual data entry, ensuring your CRM remains up-to-date.
- Streamlined Workflows: Automate repetitive tasks like call logging and lead creation, freeing up your team to focus on more strategic initiatives.
- Better Team Communication: Shared call notes and recordings within OnePageCRM promote collaboration and ensure everyone on your team has access to crucial customer information.
How to Integrate OnePageCRM Account with KrispCall?
Integrating OnePageCRM account with KrispCall is a simple and straightforward process:
Step 1: Log in to your KrispCall account and navigate to Settings.
Step 2: In the settings section, Integrations can be seen under APP SETTINGS, click on Integrations.
Step 3: After clicking on integrations, different automation tools and CRMs can be found which you can integrate with KrispCall. To integrate OnePageCRM from KrispCall, click on the connect button below OnePageCRM.
Step 4: After clicking on the connect button, a pop-up window will appear asking for the OnePage UserID and Account API key.
Step 5: To get the user ID and API key, log in to the OnePageCRM account and go to Apps and Integrations.
Step 6: Scroll down and search for the API and click on it.
Step 7: A page will appear displaying user ID, endpoint, and API Key. For the API key, click on the show API key.
Step 8: Copy API key and User ID and paste into the pop window of KrispCall for integration.
Conclusion
By integrating OnePageCRM with KrispCall, you can transform the way your team manages calls and interacts with customers. With a unified platform, streamlined workflows, and improved data accuracy, you can boost productivity, enhance customer service, and ultimately drive business growth.
FAQs
Are there any costs associated with integrating OnePageCRM with KrispCall?
The integration itself is free. However, depending on your KrispCall plan, you may incur charges for features like international calling and sending SMS.
Does this integration work with both inbound and outbound calls?
Yes, the integration works seamlessly with both inbound and outbound calls made through KrispCall.
I’m having trouble integrating OnePageCRM with KrispCall. What should I do?
If you encounter any issues during the integration process, you can refer to our Help Center or contact our support team for assistance.
