How do I integrate with vTiger cloud

SuperReceptionist is a personal reception hosted virtually in a cloud telephony environment. If you are using SuperReceptionist for your business, you can integrate it with Vtiger(cloud) to capture leads along with phone numbers directly from your Vtiger account.

SuperReceptionist connector in Vtiger allows you to:

Track incoming calls from customers
Create Leads and Activity with phone numbers
Merge phone numbers with existing customer details
Direct incoming calls from customers to respective Vtiger owners
Make outbound calls using Click-to-Call feature
Track outbound calls

Prerequisites:

vTiger(cloud) version supported
You must be a User of your Vtiger account
Your SuperReceptionist panel should be in Premium Plan to make use of SuperReceptionist integrations
Vtiger IP should be visible over internet to receive events from SuperReceptionist
Your Vtiger plan supports telephony integration
You are using Knowlarity’s SuperReceptionist service which is configured and active

Procedure:

1.Get your SuperReceptionist Virtual Number

Login to your SuperReceptionist account to get the Virtual Number
Your SuperReceptionist phone number is your Virtual Number

2.Enabling Vtiger from Knowlarity

After you have successfully configured the Knowlarity gateway in Vtiger, you have to setup Vtiger details in Knowlarity account.

Follow below steps to connect Knowlarity and Vtiger.

Login to Knowlarity
Click on Integrations tab
Check for Vtiger CRM plugin, and click on Enable Now button
Enter Vtiger details such as the Call back URL and Vtiger Secret Key
Lastly, click Save to integrate.

3. Configure your Knowlarity credentials in Vtiger

After registering with Knowlarity, you will be provided with a phone number, API key, and SR Number. Follow the following steps to configure these in Vtiger CRM.

Hover on Menu icon and select Settings
Select Phone Configuration under Extensions tab
Click Add Gateway
Select Knowlarity from the drop-down.
Enter all the necessary details such as the API key and SR number provided by Knowlarity, callback URL, case/ticket and Opportunity merge tags.
After you add all the details, click save.

Field Information

Field Name	Description
Gateway	Select the Phone Call provider from the drop-down
Gateway Status	Select the status of the gateway as Active / Inactive. If active, you get the gateway prompted to select during a phone call.
Default Gateway	Mark the gateway as default to automatically make a call from Knowlarity.
API Key	Enter the API Key provide by Knowlarity. You can find the API key in Settings > Call Flow > Plan Settings page.
SR Number	Add your SuperReceptionist phone number here.
Callback URL	Enter your Portal Callback URL details
Ticket / Case Title	Create merge tags or add custom strings which will be used when Case is created from an Incoming Call Popup. E.g., Issue reported by $contacts-firstname$
Opportunity Name	Create merge tags or add custom strings which will be used when Opportunity is created from Incoming Call Popup. E.g., Opportunity with $contacts-firstname$ $contacts-lastname$
Vtiger Secret Key	Unique key generated for authentication, which has to be configured in Knowlarity.

Configure the extension number for each user

For each user who is allowed to handle incoming and outgoing calls from the CRM, the extension number should be configured in the User preferences page.

Open My Preferences.
Configure user number in Knowlarity Extension field under “Phone Preferences” block
Number Format: [Country Code][Agent_Phone_Number], Ex: +919876543210

Once the configuration is completed on both sides, i.e., Vtiger and Knowlarity, you are now ready to make and receive calls in the CRM.

Call flow inside vTiger (cloud)

Unknown/Unregistered caller

Create Contact

Registered caller

Adding Opportunity and Case within plugin

Call logs

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