call2crm

What is call2crm?

With call2crm, calls can be automatically linked to customers in your CRM system. When a call comes from a known number, the corresponding customer profile opens automatically. For unknown phone numbers, you have the option to create a new contact directly.

Supported CRM

sipcall currently only supports integration with bexio.

call2crm can be configured for the following platforms:

• sipcall virtual pbx
• 3CX
• Microsoft Teams

Prerequisites

sipcall virtual pbx

• At least one phone number with the active product sipcall virtual pbx must be available.

3CX

• At least one phone number with the active product sipcall sip trunk must be configured on your 3CX system.

Microsoft Teams

• At least one phone number with the active product Microsoft Teams must be available.
• You need access to the Microsoft Teams Admin Center.

Instructions

1. Add product to the sipcall customer portal

• Log in to the sipcall customer portal.
• Navigate to Products in the menu.
• Scroll to the inactive products and click the ADD button on the "Call2Crm" card.

2. Select platform

Select the desired platform for the integration.

Available Platforms

The available platforms depend on your sipcall subscription.
With the sipcall free, sipcall classic, and sipcall home subscriptions, only the sipcall virtual pbx is available.

sipcall virtual PBX

• Select sipcall virtual pbx and click NEXT STEP.

Customize the integration to match your workflow:

Display Contact/Customer

• On Ringing: The CRM customer profile opens while the phone is ringing.
• On Call Answer: The CRM customer profile opens only after you have answered the call.

Create contact for unknown callers

• Active: For calls from unknown numbers, a new contact is automatically created in the CRM (based on data from the Swiss phone book).
• Inactive: No automatic contacts are created for unknown numbers.

3CX

• Select 3CX and click NEXT STEP.

Microsoft Teams

• Select Microsoft Teams and click NEXT STEP.

Customize the integration to match your workflow:

Create contact for unknown callers

• Active: For calls from unknown numbers, a new contact is automatically created in the CRM (based on data from the Swiss phone book).
• Inactive: No automatic contacts are created for unknown numbers.

3. Connect bexio & place order

• Click the CONNECT BEXIO button.

• Enter your bexio login credentials in the new window.

• After successful login, you will be automatically redirected back to the sipcall customer portal.
• Click ORDER NOW.
• Review the displayed charges and confirm the order to activate call2crm.

4. Set up platform

After placing the order, you need to activate the integration on your platform.

sipcall virtual pbx

No further configuration is required for the sipcall virtual pbx. The integration is active immediately after the order.

3CX

You need to upload a configuration file to your 3CX system and enter the token.

Download XML file & copy token

• In the sipcall customer portal, go to Products and click EDIT within the "Call2Crm" card.
• Download the XML configuration file.
• Copy the token.

Upload configuration to 3CX

• Log in to your 3CX system.
• Navigate to Admin > Integrations > CRM.
• Add the XML file as a template.
• Enter the copied token in the "Authentication token" text field..
• Save the configuration.

Microsoft Teams

You need to enter a configuration link in the Microsoft Teams Admin Center.

Copy configuration link

• In the sipcall customer portal, go to Products and click EDIT within the "Call2Crm" card.
• Copy the configuration link.

Enter link in Microsoft Teams Admin Center

• Open the Microsoft Teams Admin Center.
• Navigate to Calling policies under Voice.

• Select an existing calling policy or create a new one.
• Enable the "Open apps in browser for incoming PSTN calls" feature.
• Enter the copied link in the "URL to open apps in browser for incoming PSTN calls" field for the call2crm integration.

• Save your changes.

Configure Microsoft Teams client

• Open the settings of the Microsoft Teams client.
• Navigate to the "Calls" menu.
• Enable the "Open apps in browser" option.

Testing the call2crm integration

Now test your new call2crm configuration. You can do this by making both an incoming and an outgoing call.

Calls to other sipcall phone numbers are possible without credit, while calls to the paid landline or mobile network require sufficient balance on your sipcall account.

Additional Resources

• sipcall: call2crm Explainer Video

For more detailed questions, please contact our customer service.