ONLYOFFICE offers many tools to interact with your clients: chat rooms and mail, document collaboration features and mass mailing, but did you know that you can call them right from your CRM? Use the Twilio integration to make and receive calls from a web browser.
Learn how to integrate Twilio with ONLYOFFICE from our today’s post.
Twilio is a cloud communications platform provided as a service allowing software developers to programmatically make and receive phone calls and send and receive text messages using its web service APIs.
To use the VoIP functionality, you will need the Twilio Account SID and Auth token.
To connect your Twilio account, configure the ONLYOFFICE settings:
Once you enable the Twilio service, you will be able to add and manage virtual numbers.
To add virtual numbers, go to the CRM Settings, click the VoIP Settings and choose one of the available options:
When all the virtual numbers are added, select one of them from the Virtual numbers and operators list to set up it.
You can also adjust common settings for all numbers choosing incoming call queue length,
waiting timeout, operator pause, waiting ringtone.
After that your sales managers can start working: receive and make calls, view call list, automatically add information about calls to the customer base. All the incoming calls from new phone numbers that are not stored in your customer base will be automatically saved as new CRM contacts.
For more VoIP tips and tricks visit our Help Center.
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