How to integrate CallHippo with Microsoft Dynamics? : CallHippo

Steps to perform for CallHippo - Dynamics Integration:

Step 1: Log in to your Microsoft Dynamics Account.

Step 2: Copy the Domain name of your account.

Login to Callhippo

Step 1. Log in to your CallHippo account.

Step 2. Go to the left sidebar menu of your dashboard and click on Integrations.

Step 3. Select Microsoft Dynamics and click on Connect.

Step 4 You have to enter the domain of Microsoft Dynamics here.

Step 5: Now it is Integrated with the Callhippo.

Note:- If you delete a contact in Microsoft Dynamics, it will not delete in CallHippo you have to delete it manually.

Features:

Microsoft Dynamics contacts will get synced with the Callhippo Contact on Click-to-Call.
If the calls are made on the Microsoft Dynamics contacts through the Callhippo Dialer, then the calling activity should be reflected in the Microsoft Dynamics timeline section in the corresponding lead or contact.

Dashboard -> Contacts -> Summary -> Timeline section

If the SMS is sent/received on the Microsoft Dynamics contacts through the Callhippo Dialer, then SMS activity should be reflected in Microsoft Dynamics.

Dashboard -> Contacts -> Summary -> Timeline section

Click To Call-

You need to enable the click-to-call functionality and it will help you to directly call or SMS on Microsoft Dynamics itself.

All Click to call, calls will be synced to your CallHippo account.

Lead & Contacts section with click-to-call functionality, activity will be displayed in the timeline section:

Single lead section with click-to-call functionality, activity will be displayed in the timeline section:

[Note: "Activity sync happens only when the contact is synced with CallHippo."]

Enable Click to Call:

Install the CallHippo Click-to-Call Chrome extension from the below link:

CallHippo