You can follow these steps to activate your Gorgias integration with CallHippo and create tickets for each one of your calls/SMS.
Login to your CallHippo account.
Go to the Sidebar and click on ‘Integrations’.
Click on the CONNECT button in Gorgias box.
Once you click on the ‘Integration’ button, you will get one pop-up asking you to enter Gorgias subdomain (i.e your Gorgias account URL is “https://callhippo.gorgias.com” then “callhippo” is your subdomain). Enter the subdomain and click on the Connect Now button.
Once you click on Connect Now, you will be redirected to your Gorgias login page. If you are already logged in this step will be skipped.
Once you log in you will be redirected to the permission page, here you have to click on the Authorize button.
Once you click on Authorize, you will be redirected back to CallHippo and display a message saying ‘Your account with Gorgias will be integrated soon. You will get notified about the same via an email’ and your integration status will be ‘Integrated’.
So now you have successfully integrated your Gorgias account with CallHippo and your existing contacts are synced with CallHippo.
Integration Settings
Now your CallHippo account is successfully integrated with Gorgias and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of integration.
Call Activities performed with a Gorgias Contact will reflected in your Gorgias account
If you have enabled this toggle, All the call activities that are performed on a Gorgias contact through CallHippo will be send to Gorgias
SMS Activities performed with a Gorgias Contact will reflected in your Gorgias account
If you have enabled this toggle, All the SMS activity will log in to the Gorgias
How should call/SMS activity be sent in Gorgias?
CallHippo provides 2 ways to send activity in Gorgias
Add new Ticket - A new ticket will be created in gorgias for each call or SMS activity. This is the default option.
Append a message to the most recent ticket - Call and SMS log will be added to the most recent ticket created by the contact. If there is no ticket associated with contact then CallHippo will create a new ticket
Configuration:
You can also configure which type of call activity will be displayed in the Zoho CRM activity section from below the Configuration section.
Connected Numbers:
You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section.
Setup Webhooks in Gorgias:
To create a webhook in Gorgias Go to the setting menu -> select HTTP integration -> Add HTTP integration.
Please set webhook details as given in the image below.
For URL field copy the below URL and replace highlighted text with your Callhippo owner account ID https://activity.callhippo.com/integration/users/60e6423423423432eae6955e2/gorgias/webhook/addticket
To get owner account ID login to the CallHippo dashboard -> open owner setting and copy the last segment of the URL
Features of Gorgias integration:
Your all existing contacts(end user with the phone number) will be synced with CallHippo.
Whenever add a new contact it will automatically sync to CallHippo within 2 hours
Whenever update a contact it will automatically sync to CallHippo within 1 Day.
When a call is made with the CallHippo dialer a ticket will be created in Gorgias with call log activity.
Whenever a SMS is sent with the CallHippo dialer. there will be a ticket created in Gorgias with SMS log activity.
You can install CallHippo Chrome Extension to call directly from your Gorgias ticket detail page.