If You are looking to integrate Slack with CallHippo then follow the below shown steps.


Notes

  • Who Can Integrate: Any CallHippo user with admin permissions.
  • Permissions/Rights Needed: Admin access on both CallHippo and Slack is required.
  • Time to Sync Data: The integration is instant, with real-time synchronization of data once set up.


Modules Included in the Integration

  • Slack Channels
  • Threads
  • Direct Messages


Steps to follow


Step - 1: Log in to CallHippo: Access your CallHippo account.




Step - 2: Navigate to the left sidebar menu on your dashboard. Click on Integrations -> Popular.




Step - 3: Select Slack and click on the Connect button.



Step - 4: A pop-up will appear with an "Add to Slack" button. Click on it.




Step - 5: You will be redirected to the Slack login page (if not already logged in). Enter your workspace name and log in to your Slack account.



Step - 6: If you are already logged in to slack then you will be redirected to the permissions page in Slack. From the Top Right corner select the workspace (If you have logged in with multiple workspaces).



Step - 8: Select the Slack channel for integration and click on Allow.



Step - 9: Configure Integration Settings: After granting permission in Slack, you will be redirected back to CallHippo.




Hurray !! You have successfully integrated Slack with Callhippo.


Step - 10: A pop-up with Integration Settings will appear. Customize the Slack functionality as per your requirement. You can configure the integration to monitor activities such as Incoming, Outgoing Calls, and SMS.






From Connected Numbers Tab you can allocate numbers for which you want the activity needs to be pushed into slack. (By default all the numbers will be selected).



Add Multiple Slack Channels (Optional)


Step - 1: You can integrate multiple Slack channels by clicking on Add Slack Channel in the settings.



Step - 2: You will be again redirected to the permissions page. From here you can add the other channels.



You have successfully added the second channel. The added channels can be seen under the integration settings tab.



You have to repeat the same steps in order to add a new channels every time. Once you complete adding all the channels then after activities will be received in all the added channels.


Activity Passed on Integration

All Call and SMS activities (both incoming and outgoing) performed through the CallHippo dialer will be automatically sent to the integrated Slack channels.


For Calls

  • Call Type : Outgoing Call
  • To : +31297728152 (Jane Doe)
  • From : +31297728152 (Jay kumar)
  • Called By : Jaykumar
  • Call status : Completed
  • Call Duration : 00:13
  • Call started time : Thu Aug 08 2024 12:37:20 GMT+0000 (Coordinated Universal Time)
  • Call notes : Need to call after 2 days.
  • Call recording : www.recording.com


For SMS

  • SMS Type : SMS send / SMS received
  • From : +61488884754 (61488AUS)
  • To : +917433222548 (User 1)
  • Content : Hello, How are you ?
  • Contact Number : +917433222548
  • SMS Sent by : Jane Doe