VTiger

Owned by Alex | Ringotel Team
Sept 13, 2024
3 min read

Ringotel integration for VTiger CRM offers the following features:

  • Identifies contacts on incoming and outgoing calls.

  • Automatically creates Phone Call entities for incoming and outgoing calls.

  • Syncs call recording and call comment with the corresponding call activity record in CRM.

  • Provides links to open Phone Call and Contact entities from the Ringotel app.

  • Allows you to create contacts in CRM using the Ringotel mobile or desktop app.

  • Imports contacts from CRM into the Contact lists of Ringotel users.

Due to VTiger using Basic authentication for its API calls, all calls will be made from the VTiger user used to set up the integration and all calls will be assigned to that user in the CRM.

Get the instance URL, access key and VTiger Secret Key

Navigate to your instance of VTiger CRM and take a note of the URL of your instance in the form of:

https://domain.vtiger.com or https://domain.example.com

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Do NOT include the backslash / at the end of the URL

In the CRM navigate to the top right corner of the screen and open the User Preferences

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Copy the user’s Access key:

After that, navigate to Settings and find Phone Configuration in the Extensions tab of the Settings Menu

 

There, click on the + Add Gateway button in the top right corner of the screen.

Then create a Generic Gateway. Give it a label and click Save.

After the gateway has been created please take note of the VTiger Secret key and save it:

Next, switch to your Ringotel admin portal to complete the integration.

Setting up the integration in Ringotel Shell Portal

Sign into your Ringotel admin portal at https://shell.ringotel.co and navigate to an organization → Integrations tab → click Enable Integration on the VTiger card.

Specify your CRM Instance URL, Username of a VTiger user that will be used to set up the integration, and the user's Access key and Gateway Secret you created for Ringotel. Then specify users' Permissions for this integration and click Save & Continue.

If the integration settings were specified correctly, you should now be redirected to the next step where you need to link your Ringotel users with their VTiger CRM accounts.

Click Save changes. Now the integration should be configured for the linked users.

Import CRM contacts

The integration provides automatic contact identification on incoming calls. Additionally, you can import existing CRM contacts into the contact lists of the Ringotel users.

Navigate to your Organisation -> Contacts, then click Import button.

Switch to the VTiger tab, which should appear if the integration is successfully configured.

 

 

Click the Next button to pull the list of CRM contacts.

Once the contacts are loaded, click the Import button to start the import. Depending on the number of contacts in your CRM, it may take some time to finish. You may close the window as the process will be finished in the background.