Make incoming and outgoing calls within your CRM by connecting Zadarma IP telephony! It allows you to improve communication and significantly enhance service quality, which in turn increases client loyalty.

At Uspacy, telephony works through integrations with specialized services. In the Marketplace section, there are free applications that, once installed and configured, will enable you to call clients or receive calls from them.

💡 Payment for the use of telephony services is handled by the service providers.

Therefore, for the successful operation of Zadarma telephony, you need to perform initial setups both at Zadarma and Uspacy. After that, you will need to install and configure one of the VoIP applications or a Google Chrome extension for making calls.

☝🏻 Before proceeding to the step-by-step setup of the telephony service and Uspacy, you need to perform a few preparatory actions.

About everything below ⬇️

Preparatory actions

First, install the free Zadarma application for your Uspacy. To do this, go to the Marketplace section and click the Get button.

Once the application is installed, integration data required for Zadarma settings will become available. So, open its settings.

Here, you need the Uspacy webhook field. Its data is required when setting up outgoing webhooks for Zadarma . So, copy it.

Zadarma settings

Step 1. Sign up or sign in

The first thing you need to do is to sign up.

The service has its own knowledge base, where you can find more information on its usage.

We recommend learning more ➡️ HERE and HERE.

If you already have a Zadarma account, just sign in using your email address and password.

Step 2. API Key and API Secret

As soon as you enter the system, create an API Key first of all. To do this, go to the Settings section in the top menu and select Integrations and API.

Next, go to the Keys and API tab and generate your keys. As confirmation of this action, you will receive an email. The keys will be displayed on the settings page for a limited time. After that time, they will look like this ⬇️

Make sure to save them, as you will need them when setting up the integration at Uspacy.

Step 3. Outgoing webhooks processing

Next, set up the processing of two outgoing webhooks. This will ensure the transfer of call data from the Zadarma system to Uspacy. To do this, go to the Integrations tab and select Event notifications.

Here, you will see two fields: About PBX calls and About events. Fill them with the webhook copied from Uspacy.

For each of them, click Enable. Then, select the events as specified in the screenshot below ⬇️.

Step 4. Assigning users responsible for extensions and setting up your PBX

First, go to the My PBX section in the top menu and select the Extensions tab.

Next, add the necessary number of extensions.

Also, set up your cloud PBX to meet your needs.

🔍 You can read how to do this in the instruction from the Zadarma telephony service ➡️ HERE.

Uspacy settings

After additional settings in the Zadarma app, you will be able to call clients or receive calls from them.

Step 1. Connection status

In this settings block, you only need to enter the API Key and API Secret generated in the Zadarma service.

Then, click on Check connection.

As a result, the connection status should change.

💡 The Uspacy webhook field is optional and does not need to be filled out. Its value has already been used when creating and processing outgoing webhooks in the Zadarma service.

Step 2. Integration with CRM

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

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

❗️A selection of other entities will be available soon.

Step 3. Telephone numbers matching

At Uspacy, you also need to specify a separate line for each responsible employee, which has already been created in Zadarma. First, click Add.

Next, in the Employees field, select a user from the list. Start typing a name to speed up the search for a colleague.

In the Extension number or line value field, specify the line that was created in Zadarma and for which this user is responsible.

Save these settings by clicking on the check mark.

Step 4. Assigning a typical person responsible

Now it is possible to assign a person responsible for new entities created on the basis of the processing of missed calls.

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

VoIP applications or Google Chrome Extensions

The Zadarma service offers its own set of VoIP applications, as well as Google Chrome extensions, so you can use telephony features that allow you to make and receive calls.

Follow ➡️ THIS link and view the entire set of applications, as well as instructions for their installation and setup.

Work with telephony

After that, you can start working with Zadarma telephony directly at Uspacy. Always stay connected with your current and potential clients.

☎️ All calls (incoming, outgoing and missed) will be saved on the Call log page.

💡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]