Not exactly an integration, but at least for now, you could use that with this marketplace add-on so you get a quick lookup for the incoming caller when a teams call is received.
I was able to do this using Tel links for outgoing calls and then launching a new activity Mini screen to record the call. For incoming, we use the dev labs addon and modified it a bit to list the sections we needed. Happy to share code if you are interested.
When a telephony connector is integrated (say., Asterisk) with the CRM system, the system will display the customer name when there is an incoming call placed by that customer. This is an OOTB functionality.
Required Clarification
How does the system fetch the name of the customer during an incoming call and where is the in-house logic for this feature available in Creatio.
How to open the record page (Account/Contact) of that customer when an incoming call is received from that existing customer.
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
The system display informations from the Call section.
When an incoming call is received you can do a process which open the customer page when an incoming call is inserted in the database.
On our system, each time we received an incoming call, a process (Incoming call recording process) is launched. This process is in the package CrtSLM. You should find it on your system because we can see that incoming calls are displayed on your screen.
So next action is build a process which open the contact page when a record is added, like this:
I couldn't find the process "Incoming call recording process" in the system. Is it possible for you to export the BP and share it? It would be great If you could share the BP that you have added as an attachment (Open Page after an incoming call).
Hello, we need to connect our provider of calls but we only have the settings for do it with sip server, exist any connector that we can use for doing it?
Our provider it's different to the current list of connectors or integrations (webitel,avaya, etc)
If you’re looking to integrate your telephony with Creatio, we can help you with that. Velvetech provides a variety of VoIP connectors with popular phone systems to enable calling functionality right from the Creatio’s interface.
You can find a list of existing connectors on the Creatio Marketplace, and we’re always open to implementing a custom one according to your needs in case the phone system you use is not on the list.
In order to change, please follow to Advanced Settings, create a replacing module for Activity object and change the default value for Call Direction column in it to Incoming.
Could you please clarify if there's no information in the Leads section regarding the call with the same contact connected to the lead, which has it in the Contacts section?
Is it all empty here?
Also what is the version and product of the instance you use?
To display the information regarding phone calls on the lead edit page you should go to the timeline tab and choose "Calls" option from the dropdown menu as it is shown on the screenshot attached:
We kindly ask you to contact our Technical support team at support@creatio.com with a detailed description of your issue. We would be happy to take a closer look at the issue and provide you with a proper solution.
