Integrating Pabbly with CallerDesk allows businesses to automate workflows, streamline customer interactions, and enhance communication efficiency. With this integration, you can trigger actions in CallerDesk based on events in Pabbly, such as lead capture, customer follow-ups, and CRM updates. Prerequisites Before starting the integration, ensure you have: Steps to Integrate CallerDesk with Pabbly Step 1: […]
Category: Integration Section
Freshsales Integration Setup Guide for CallerDesk
The CallerDesk – Freshsales Integration allows users to sync call data with Freshsales, providing real-time call insights for enhanced customer support. By integrating CallerDesk with Freshsales, you can: Step-by-Step Installation Guide Step 1: Access the Freshsales Admin Panel Step 2: Search for CallerDesk in the Freshsales Marketplace Step 3: Retrieve Freshsales API Key Step 4: […]
HubSpot Integration Setup Guide for CallerDesk
. Overview The CallerDesk + HubSpot Integration connects your CallerDesk cloud telephony platform with HubSpot CRM. With this integration, your sales, support, and marketing teams get a unified view of customer communication inside HubSpot. Key benefits: This guide will walk you through how to install, use, disconnect, and uninstall CallerDesk’s HubSpot integration. Install Follow these […]
Razorpay Integration
CallerDesk integration with RazorPay allows the users to integrate their razorpay merchant account with the panel for all kind of payment related voice notifications. Some of the voice notification events under razorpay integration are below: Razorpay Some Important events : Other Events:
Google Sheet Integration
The Google integration allows the users to integrate their personal Google sheets with the panel. The google sheets gets updated automatically and the data is stored safely in Google drive. To use the Google Excel Integration you must first add it to your spreadsheet. The following instructions will walk you through the process: Steps for […]
Leadsquared Integration
Please find below all the initial configuration details. It is divided into three sections: 1.Steps to access the Leadsquard configuration setup. 1.1) After logging into your Leadsquard account, select “App Marketplace” from the “APPS” tab in the header 1.2) Then, navigate to “Universal Telephony Connector” and click on the “configuration” tab beneath the setting icon. […]
Zoho Suite Integration
The ZOHO integration allows the users to integrate their ZOHO accounts with the panel. The ZOHO applications gets updated automatically and the data is stored safely in ZOHO applications. Step 1: Authorize CallerDesk 3. Next click this tab “Link with Zoho” button. 4. Then login to your Zoho CRM account with your Zoho admin user’s […]
Delete Webhook
You can delete the webhook URL, the alert email, and remove events instantly. To delete webhooks: 2. Choose the webhook you wish to delete from the list by clicking on trash icon to delete.
Edit Webhook
Edit Webhook : You can update the webhook URL, the alert email, and add or remove events by editing your webhook. To edit webhooks: 2. Select ” Edit Webhook” icon from the list of saved webhooks. 3. The Webhook Setup pop-up window appears. You can alter the following: Click update webhook to save changes.
Sample Payload
Call Report Webhook Sample Payload Parameter Expected Format Definition SourceNumber 99xxxxx Number of the caller DestinationNumber 0120xxxx VN on which the call has been triggered DialWhomNumber 928xxxxx Agent number on which call has been answered CallDuration 18 Total call duration from initiation to end coins 1 Credit deducted for the call ( for example-1) Status […]