HaloCRM GoIntegrator Integration
Build custom integrations between HaloCRM and platforms available in GoIntegrator.
Integrate GoIntegrator with CRM Software
GoIntegrator is a powerful, unified communication software suits, which provides high quality integrations, communications and collaborations with their Broadworks phone system. This means you can dial any number with ease, sync customer records effortlessly and work collaboratively. With GoIntegrator, it’s easy to set up and maintain and will help you save hours of time.
Integrating your telephone system with HaloCRM can provide significant productivity gains to your organisation. For example, you will be able to know who is calling and quickly get their details within HaloCRM, or simply click on their contact number to automatically make your handset dial the number.
Key aspects of the GoIntegrator integration
- Call Control – Answer, hang up, transfer or place a call on hold with a single click.
- Call History – Complete call history, so you have full transparency over projects.
- Contact Record – Open the contact record of an inbound caller’s number as a pop-up.
- Caller Preview – Displays the caller’s name in the Preview or Phone window when a match against it is found in HaloCRM.
- Contact Popping – Click the business application’s icon in the Phone or Preview window and the caller’s contact record is opened directly in HaloCRM.
- Contact Searching – Concurrently searches the integrated business applications and enables Contact Popping or Click to Dial from the results.
- Activity Logging – Manually or automatically creates an activity record of a call received within HaloCRM and allows addition of notes.
- Click to Dial – Makes it possible to dial directly from HaloCRM.
To find out about our other integrations available, visit our integration page.
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