Integrate StreamTelecom IP telephony into your CRM system and optimize the work of the company's sales department.

To ensure a high level of client service, you need to stay in touch with them all the time. The use of IP telephony will help to organize this process, and will also increase sales.

Features of work

At Uspacy, telephony works with the help of integrations with specialized services. In the Marketplace section there are free applications that, after installation and configuration, will allow you to call or receive calls from clients.

💡Payment for telephony services is made on the service side.

You can get to know more about StreamTelecom's plans and prices here ⬇️

For the successful work of StreamTelecom telephony, it is necessary to perform initial settings both at Uspacy and StreamTelecom. After that, you need to install a softphone for making calls.

About everything below ⬇️

StreamTelecom settings

All necessary connection and configuration actions will be performed by service specialists. For this, you need to contact StreamTelecom support. But for a general understanding of the process, let's divide it into 3 steps.

💡All the details necessary for the successful work of StreamTelecom telephony, described in each of the steps, can be discussed and agreed with the service specialists at once, after contacting the support for the first time.

Step 1. Connecting telephony taking into account the integration with Uspacy

The first thing you need to do is to contact StreamTelecom IP Telephony support. To do this, write to the online chat on their official website.

A StreamTelecom specialist will contact you. You will be able to agree on all issues related to connection, plans, payment for telephony services and creation of a personal account.

In the process of discussing the technical task with the service specialist, specify the need for integration with CRM Uspacy.

Step 2. Integration data

To successfully integrate StreamTelecom telephony with your Uspacy Space, you need to get a Username, Password and API Key.

StreamTelecom support will help you with this. Service specialists will configure and provide this data to connect to Uspacy.

Also note that outgoing webhooks must be configured. Provide the webhook copied on the StreamTelecom Uspacy application settings page to the technical support specialists.

This will ensure that call information in the StreamTelecom system is transferred to your CRM.

Step 3. Lines and employees responsible for them

In order for several employees to be able to work with telephony, it is necessary to have separate lines (workplaces) for each of them. Their number is determined by the StreamTelecom plan, so pay attention to this when connecting (Step 1).

❗️StreamTelecom support specialists will also help you create or configure lines and match them to employees.

Each added user will receive data (server, login and password) that will be used by them to make calls with the help of a softphone.

Uspacy settings

In the Marketplace section, there is the free StreamTelecom application, which after its installation and additional settings will allow you to call clients or receive calls from them.

Step 1. Installation

So, first you need to install this app in your Space. To do this, click Get.

Next, we go to the settings of the already installed application.

Step 2. Connection status

In this settings block, you will only need to enter Username, Password and API Key, which were received from StreamTelecom support specialists.

After that, click Check connection.

As a result, the connection status should change.

💡 The Uspacy webhook field is a default field and does not need to be filled out. Its value has already been used to configure the outgoing StreamTelecom webhooks.

Step 3. Integration with CRM

As a result of processing both outgoing and successful incoming calls, leads in CRM will be created. They can be processed and converted into deals, companies or contacts later.

An activity will be created only on the basis of a missed call from a known number in the corresponding company or contact card.

❗️A selection of other entities will be available soon.

Step 4. Phone numbers matching

At Uspacy, you also need to specify a separate line for each responsible employee, which is already configured in StreamTelecom. First, click Add.

Next, in the Employees field, select a user from the list. You can start entering a name to speed up the search for a colleague.

In the Extension number or line value field, enter the extension line that was matched to the StreamTelecom employee.

Save these settings by clicking on the check mark.

Step 5. Assigning a person responsible

At Uspacy it is possible to assign a specific user as a person responsible for new entities created on the basis based of the handling of missed calls.

💡 If you do not do this, then the superadministrator (owner) of the Space will be considered the person responsible.

Softphone

To make calls, you need to use a softphone or have a landline IP phone.

Softphone is a special application that provides IP-telephony communication. It is installed on a work computer and requires an Internet connection.

To use the softphone, use the data received from StreamTelecom support, namely the server, login and password. This will allow you to successfully connect and make calls.

☎️ For installation and configuration, we advise you to contact Binotel support.

Work with telephony

After that, you can start working with StreamTelecom telephony directly at Uspacy - make calls and stay in touch with your current and prospective clients.

☎️ All calls (incoming, outgoing and missed) will be saved on the Call log page. Here you can process calls, for example, listen to recordings of conversations or go to the card of the related CRM entity.

💡It is available only on commercial plans.

On the call log page, you can immediately process calls, for example, listen to the recordings of conversations or go to the card of the related CRM entity.

🙌🏻 Please note that conversation recordings are usually added with a delay of 10-15 minutes. If the call was long, the delay may be a little longer.

Conversation records will be contained in the CRM card as well, in its right part, under the activity filter, where the history of interaction with the element is displayed.

If you have additional questions or you need to contact the support, send a request to this email [email protected]