Can Creatio Telephony system be integrated with Microsoft Teams for calls ?

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Damien Collot,

Unfortunately, we don't have that option yet. 



Regards,

Orkhan

 

Hello, 



Unfortunately, it is not possible to do this in a basic way, however I have provided you with a marketplace app that can help you with this issue: 



https://marketplace.creatio.com/app/microsoft-teams-connector-creatio



Regards, 

Orkhan

Hi,



Thanks for the tip :)



The connector is limited to pre-organised group calls.



Saw that beesender integrates with the chat also.



But I am really looking more into the line of VoIP type, someone calls and you answer the phone type of integration.

Damien Collot,

Unfortunately, we don't have that option yet. 



Regards,

Orkhan

 

Orkhan,

 

Is it planned to be considered ?



Cheers,



Damien

Hi Community!

Any new on this one?

I think this is a feature, many customers and leads are looking for...

 

BR,

Robert

I don't use Teams, but I've read that teams now has the ability to launch a URL for incoming calls and include the phone number in the URL. See https://johndeletre.blog/en/2022/11/pop-up-window-for-incoming-pstn-cal…

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. 

https://marketplace.creatio.com/app/phone-lookup-creatio

Ryan

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.

Hi keith schmitt, HI Ryan

 

Thank you both for the information.



@ Keith, would love to see the code :)



@Ryan will look more into the feature with our modern workplace Teams to understand if we can push something further.



Cheers,



Damien

 

keith schmitt,

Thank you, too!

Please share, I would love to try it out!

 

Robert

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Hi Community Team,



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.

Reference:

 

Any information on this will be helpful.

 

 

 

Best regards,

Bhoobalan Palanivelu.

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Hello Bhoobalan,

We are using Asterisk connector too.

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:

 



Hope it will help you !

Nico

Hello Bhoobalan,

We are using Asterisk connector too.

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:

 



Hope it will help you !

Nico

LÉZORAY Nicolas,



Thanks for the insight shared, appreciate it!



I would like to know whether you're using this Asterisk call recording connector too (https://marketplace.creatio.com/app/asterisk-call-recorder-creatio).



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).





Best regards,

Bhoobalan PAlanivelu.



 

We are only using the asterisk connector :  https://academy.creatio.com/documents/administration/7-13/how-integrate…

We do not use the add-ons you mention for the connector.

The process "Incoming call recording process" is a process that we build ourself. I sent it to you in a Creatio personnal message.

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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)

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Hello Luis,



Could you please specify the provider's name?



Best regards,

Bogdan

Hello Luis,

 

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.

 

Best regards,

Velvetech

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Hi !

 

Is there any way to change the default value when someone makes a call from "incoming" to "outgoing"?

 

 

We almost always make outgoing calls and sometimes we forget to change that and we can't change it afterwards..

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Hello Julien,

I have the steps to change this default to outgoing here: https://customerfx.com/article/setting-the-default-call-direction-to-ou…

Ryan

Hello Julien,

I have the steps to change this default to outgoing here: https://customerfx.com/article/setting-the-default-call-direction-to-ou…

Ryan

Hello Ryan, Thank you very much !

Dear Julien, 



It's also possible to change it in Creatio UI. 

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. 



Kind regards,

Roman

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Question

Hi Team,

 

We have a system integrated with telephony . Is there a way to create a queue for all the missed calls from un known number to specific Queue ?

 

Regards,

Sethuraghav N

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Hello,

You need to setup filter for those records that do not have identified contact and duration = 0

Here is the result

As for call object, it is necessary to create a new one with Schema column value = 2f81fa05-11ae-400d-8e07-5ef6a620d1ad 

 

Regards,

Dean

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Hello everyone,

 

In the TIMELINE or the HISTORY of the LEADS part we don't see the phone calls while in the account or contact part it works.

 

Could you help me to set up this section?

 

Thank you in advance.

Best regards.

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Hi Antoine,



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?



Thank you.

Hello Bohdan,

 

Thank you for your answers

 

We use the Sales Creatio, enterprise edition 7.16.4.1731.

Here is an example of a LEADS sheet:

 

 

Hi Antoine, 



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:

 

Thank you for choosing Creatio!

Bohdan Zdor,

Hi Bohdan,

 

Thank you for your answers.

The choice calls is well selected in the drop-down list.

 

Best regards.

 

 

 

Hello Antoine CIEUTAT,

 

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. 

 

Thank you in advance!

Olga. 

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Hi, How can hide the calls icon in comunication center.

I am review the bpmonline and want to know how hide some icon fron this comunication tool that don't we use, in my case is the calls icon

 

Thanks

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Dear Johanna,

You need to go to your profiles settings, choose Call Center Parameters Setup - https://prnt.sc/n64qv6 and disable the call integration - https://prnt.sc/n64qyb

As the result, the calls icon will not be displayed - https://prnt.sc/n64r34

Best regards,

Dean

 

thanks Dean, it works perfectly

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