You can follow these steps to activate your noCRM integration with CallHippo
Go to noCRM:
- Login to your noCRM Account.
- Click on the Profile icon and Go to Admin panel from the Dropdown.
- Click on the API Keys in Admin Panel.
- Click on Create an API Key
- Enter Name and Description of your Choice and Click on Save.
- A Popup will appear as shown below copy and note down the API key.
Go to CallHippo:
- Login to CallHippo and go to the Integrations section.
- Search noCRM in the search box
- Click on connect.
- Enter the API Key and Domain name of your noCRM account. If the noCRM URL is https://callhippo.nocrm.io/, the domain name would be 'callhippo'.
- Click on “CONNECT NOW”.
- Now your CallHippo account is successfully integrated with noCRM and you will be redirected to the CallHippo with Integration Settings popup, where you can configure various settings related to noCRM and CallHippo Integration.
Configurations:
- Call Activities performed with a noCRM Contact Reflected in your noCRM account - If you have enabled this toggle, All the call activities that are performed on a noCRM contact through CallHippo will reflect in noCRM account and You can select or deselect the checkbox next to the activity statuses in the integration settings to choose which activities you want to sync with noCRM.
- Show the activities of SMS sent in the Activities section - If you have enabled this toggle, All the SMS activities that are performed on a noCRM contact through CallHippo will reflect in the Activities section of noCRM account.
Connected Numbers:
- You can select or deselect the numbers you want to connect with the noCRM. Call and SMS activities will be logged in noCRM for the selected numbers.
- Now go to your noCRM account and create a lead.
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You need to Install the CallHippo Click-to-Call Chrome extension from the below link. Once the click-to-call extension is installed it will appear in all leads and as soon as you click on the icon the call will be made.
https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci -
Now you can connect your calls through CallHippo extension by clicking on the Phone Number of every lead. open the lead and click on the extension to call.
- You can see the dialer opening to connect the call in above Image when Click to Call is performed.
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You can see the activities performed on a lead.
Features provided with noCRM Integration:
- Your calls will be directly connected through the CallHippo chrome extension
- Your all leads/contacts will be directly synced to CallHippo dialer if called from CallHippo Click to Call chrome extension.
- You will get the activities under leads for all the calls made from the extension/dialer
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CallHippo allows the functionality to open the dialer or use the browser extension of CallHippo. If the checkbox is enabled, this will open the dialer in a new tab on clicking the phone number. If the same is disabled, it will reflect the extension beside the phone number, and clicking on it opens the CallHippo dialer Pop up in the web browser. To use the CallHippo extension, you must download it and enable for the browser.
Notes:
- Contacts deleted from noCRM will not be deleted automatically from the Dialer unless the integration has been removed from the CallHippo WebApp.
- By default, the option for receiving notification of unattended calls are disabled from the noCRM portal. To receive the notifications, one must enable it from the admin panel of noCRM portal. Follow the below given steps to enable it.
- Go to Admin Panel
- Go to Integrations - Phone App Settings.
- Scroll down to bottom and select the "Attach the missed calls and notify the user".