by Dreamer Technologies

Twilio Call Integration makes it easy for you to make, receive, record, and analyze calls from within your SuiteCRM. Enjoy features like click-to-call, call notification pop-ups, call logs, call recordings, call notes, and more to help your team be more productive.

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User Guide

General Concepts

[Step 1] After you complete your Successful admin Configuration settings, You need to Logout and Login again, after login, you will get the Twilio Call Notification bar on the right bottom corner as shown in the image below.

[Step 2] You will get the Call Icon beside every Phone type field. On clicking the Call Icon, the call will be placed to the number. Click To call.png

[Step 3] Once the Call has been dialed to the number, immediately you will receive Call Notification Note: You can Mute or Hangup the ongoing call from Call Notification Popup itself, as shown in the image below Outgoing Call Popup.png

[Step 4] Incoming Call: Receive incoming & Hangup from the Call NotificationPopup window of SuiteCRM as shown in the image below Accept & Hangup.png

[Step 5] You can Mute or Hangup the ongoing call from Call Notification Popup itself, as shown in the image below Mutehangup&disposition.png

[Step 6] Create Opportunity, Case, Lead, Schedule Meeting, Log Call from Call Notification Popup. Live Call Quick Create.png

[Step 7] Create a Lead, Contact, Or Account in case of number is unknown or New. Unknown Call received.png

[Step 8] On Live call Send SMS, Whatsapp, Email from Twilio SuiteCRM Popup. Note: To use the SMS & Whatsapp feature you have to buy the plugin separately. SMSwahtsappemail.png

[Step 9] All incoming, Outgoing, Missed calls will be logged into the Twilio SuiteCRM Calls Module Call Logs .png

[Step 10] Twilio Incoming, outgoing, missed calls also get related to Contacts, Leads, Or Accounts into Twilio Calls Subpanel. Call Logs .png

[Step 11] Detailed view of Twilio Call, You can get the per call details like extension, number, direction, status, duration, etc, and also you can listen to the recording link from here only.

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  • "Great support and help to set up the plugin. Kind of complex so really needed them to share screens, but was handled very professionally" - renaud

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