Corefactors
Corefactors goes beyond being a Traditional CRM—it's a game-changer, a RevOps powerhouse armed with built-in cloud telephony and game-changing smart telephony insights. When you link up Corefactors CRM with Smartflo, it's like giving your support team a turbo boost. Picture this: smoother call handling, a more intuitive CRM experience, and impressive features designed to supercharge your business's productivity.
Here's the lowdown on what Corefactors CRM for Smartflo brings to the table:
- Click-to-Call Magic: Initiate calls with a simple click on the contact icon. No need to manually dial numbers on the dial pad, saving time and minimizing the risk of accidental mis-dials.
- No More Screen Hopping: Dial calls with a single click, anywhere on the screen. No need to juggle between different screens—easy peasy.
- Call Logs at Your Fingertips: All your call activities are neatly logged in Corefactors CRM, providing easy tracking and retrieval of details from the CRM call logs.
- Streamlined Follow-up Management: Save follow-up details right after the call. Easily set reminders, eliminating the tedious task of recalling follow-up details and saving data on another screen. This not only saves time but also efficiently serves your purpose.
- Lead Telephony Insights: Gain valuable insights into lead telephony, allowing you to understand and optimize your interactions. Identify trends, measure call effectiveness, and make informed decisions to elevate your lead management strategy.
Steps to Integrate Corefactors Corefactors CRM
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Login to your Corefactors account The dashboard opens up.
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Click on Integrations > Telephony.
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From the Telephony panel select Tata SmartFlo (Tata Tele Business Services) from plugins
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Click on Connect and enter your Smartflo account API key and hit save.
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Next login to your Smartflo account. Go to API Connect > Webhook and click on the Add Webhook button.
- Create the First Webhook by entering the below mentioned details:
| Field | Value |
|---|---|
| Name | Corefactors Inbound 1 |
| Description | Inbound 1 |
| Trigger | Call hangup(Missed or Answered) |
| URL | https://gp6ersupud.execute-api.ap-southeast-1.amazonaws.com/default/smartflo_call_logs_receiver |
| Request | POST |
| Call Type | Inbound |
| Content-Type | application/json |
| Destination | Select the number given by Smartflo |
| Date time format | Default |
| Timezone | IST |
Note : In the response body include parameter "api_key : api key for your Corefactors account provided by Corefactors team"
- Create the Second Webhook by entering the below mentioned details:
| Field | Value |
|---|---|
| Name | Corefactors Inbound 2 |
| Description | Inbound 2 |
| Trigger | Dialed on Agent |
| URL | https://gp6ersupud.execute-api.ap-southeast-1.amazonaws.com/default/smartflo_call_logs_receiver |
| Request | POST |
| Call Type | Inbound |
| Content-Type | application/json |
| Destination | Select the number given by Smartflo |
| Date time format | Default |
| Timezone | IST |
Note : In the response body include parameter "api_key : api key for your Corefactors account provided by Corefactors team"
- Create the Third Webhook by entering the below mentioned details:
| Field | Value |
|---|---|
| Name | Corefactors Outbound |
| Description | Outbound |
| Trigger | Call hangup(Missed or Answered) |
| URL | https://gp6ersupud.execute-api.ap-southeast-1.amazonaws.com/default/smartflo_call_logs_receiver |
| Request | POST |
| Call Type | Outbound |
| Outbound Type | Click to call |
| Content-Type | application/json |
| Destination | Select the number given by Smartflo |
| Date time format | Default |
| Timezone | IST |
- Click on Save.
Teleduce - Tata Smartflo Integration
Tata SmartFlo integration with Teleduce (Corefactors Product) is a very straightforward process, as we have done the direct integration by writing custom code for Tata SmartFlo telephony.
Please find below the integration steps:
Step 1
Login to Teleduce application with valid credentials.
Login URL: https://tw1.teleduce.corefactors.in/login/
Step 2
Go to the Telephony tab under Teleduce Integration module to select "Tata SmartFlo (Tata Tele Business Services)".
Navigation:
Teleduce Menu > Integrations > Telephony > Tata Tele Business Services
Step 3
On clicking the Connect button, Admin will be provided with the below pop-up to enter the Tata SmartFlo Account API Token. Admin just needs to provide API Token and Teleduce will get integrated with Tata SmartFlo system for outbound calls (Click to Call integration).
Once integrated, Teleduce users just need to make a call from Teleduce using "Call Now" feature and the call will go through the Tata SmartFlo Telephony. The same call details will get captured in relevant places as well; Lead Activity, Call Logs, Call Dashboard etc.
Call Logs capturing
To receive Call Logs from Tata SmartFlo (for inbound as well as outbound calls), we (Teleduce) provide Webhook end point to our customers that they need to configure in their Tata SmartFlo account "Webhook settings".
Once Webhook configuration is done, Teleduce will start receiving the Call Logs data from Tata SmartFlo on real time. The same is shown to customer under Teleduce Call Logs module for our customer reference.
Updated about 2 hours ago