Getfly CRM integration

Connecting your PBX to your CRM lets staff call customers, update the information customers ask for, and look up customer details, all inside the same software.

• Click to call: Click any phone number to make an outbound call from Getfly CRM
• Forwarding: Assign work to another department when a customer asks for it
• Statistics: Reports and statistics, with call metrics included in staff KPIs
• Permissions: Easily set which staff members can make calls
• Call quality review: Comment – feedback that helps staff do better
• Popup: Caller details appear automatically, so customer-care staff can quickly see who is calling and what was done with the customer before.
• Call recording and call records: The recording keeps the conversation between both sides, so customer-care staff and managers can listen to it again. This helps you look after customers better.

Set up extensions in Getfly CRM and access the CCALL Cloud API#

First, sign in to the Getfly CRM admin account

In the CRM admin interface, choose:

1. Settings (Cài đặt) → Call center

To connect the ePacific PBX, ask the PBX provider for these settings:

• API_KEY: XXX
• API_SECRET: XXX
• Domain: xxx (for example: congtyabc.ccall.vn,...)
• Websocket address: wss://sbcwrtchcm.ccall.vn:8080 (or wss://sbcwrtchn.ccall.vn:8080)

Set up extensions in Getfly CRM

2. Enter the Extension number (Số máy lẻ) and Extension password (Pass số máy lẻ) from your ePacific PBX details → click Update (Cập nhật) to save, and you can start making calls.

3. Add customer details, make and take calls, view call history and recordings

Add customer details: in the customers section, click add customer and fill in the customer's details and the other fields.

Access the CCALL Cloud API

1. To listen to a recording or download it to your computer:

PBX (Tổng đài) → search by criteria (tìm theo yêu cầu)

2. Here you can listen to and download the recording

Use the Getfly CRM CallCenter module (Webphone) with the CCALL Cloud PBX#

1. Outbound calls: Go to the customer list, move the mouse to a phone number, click it, then click call now to confirm and place the call.

Choose Customers (Khách hàng) → Click the phone number you want to call

2. Inbound calls: When a customer calls, you can answer right in the software. A popup appears in the bottom-right corner of the screen; click the “answer” icon to take the call.