How to add bOnline's CRM Integration add-on?

Discover how to integrate bOnline's CRM Integration Add-On with your account to boost productivity and streamline communication. This step-by-step guide covers everything from setup to customisation, ensuring a smooth and efficient integration. 

Step 1: Log into the CloudCTI Portal

• Use the link in your email to access the CloudCTI login page.

• Enter your email/phone and temporary password from the welcome email, then sign in.

Step 2: Add Your CRM Integration

• Go to 'Integrations' in the left-hand menu.

• Click 'Add New Integration' to begin.

Step 3: Configure Your CRM

• Select your CRM from the list or choose 'Add Custom' for unlisted CRMs.

• Click 'Configure' under your CRM’s name.

Step 4: Connect Your CRM

• Authorise the connection by clicking 'Connect' and signing in to your CRM.

• Grant permissions when prompted.

Step 5: Log in to Zoho CRM

• Provide your Zoho credentials and authorise the integration.

• Ensure the connection is verified before proceeding. 

Step 6: Finalise Configuration

• Enter your country’s dialling code (e.g., +44 for the UK).

• Set synchronisation preferences (daily, weekly, or manual).

• Click 'Next' to proceed.

Step 7: Customise Notifications

• Preview and adjust incoming call notifications.

• Customise headers and details using dynamic fields like:

  • $(DisplayName): Caller’s name.

  • #(Caller Number): Caller’s phone number.

  • #(Application Name): CRM source.

Step 8: Set Up the CTIConnector

• Use the email link to access the CloudCTI system, log in, and follow instructions.

Step 9: Download and Install CTIConnector

• Download the CTIConnector from the WebClient settings.

• Install it and confirm it is registered in user settings.

Step 10: Test Functionality

• Make a test call to confirm CRM synchronisation and phone integration work properly.

For assistance, contact our onboarding team at [email protected]