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Ringotel integration for HaloPSA offers the following features:

  • Identifies contacts on Contact Identification: Automatically identifies users associated with incoming and outgoing calls.

  • Quick Access Links: Provides convenient links to open Phone Call and Contact Users entities directly from the Ringotel app.

  • Allows Contact Management: Enables you to create contacts in CRM using new users in your HaloPSA account directly from the Ringotel mobile or desktop app.

  • Contact List Sync: Imports contacts users from CRM your HaloPSA account into the Contact lists of Ringotel users.

  • Initiate a call from a CRM contact Click-to-Call Functionality: Initiates calls directly from HaloPSA users profile using the click-to-call feature (currently available on Windows app).

Configuring Integration in HaloPSA

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