Integrations

Log in to your Sendinblue account. Go to  profile (as shown in picture)  and click on SMTP & API. Now copy V3 Api Key ( highlighted in picture ) and write it somewhere. Now you have V3 Api Key. In you CallHippo account -  Log in to your account and go to the integrations tab. Now click on +integrate  button and you will be redirected to another page.  Now click on +Connect Your Sendinblue and Enter you Api Key which you copied earlier and click on Save.      Now it should say Datasource is linked. Click on Ok. Now click on next and your will be redirected to your callhippo account and your status will be changed to Integrated.  You have successfully integrated your Sendinblue account with callhippo.

Log in to your datanyze account. Click on your username or email address displayed in the top-right corner of the screen and choose “Settings” from the menu. Select “API” in the settings menu and you can find your current API token in the middle of the screen.      Now log in to your callhippo account and move to the integrations tab. Click on +integrate button of Datanyze.           Now you will be redirected to another page. Click on +connect your datanyze.                Now enter the details you noted in the above steps.      Now click on save. It should say Datasource is linked.           Click on okay. And click on next You should now be redirected to callhippo account and your status would be changed to Integrated.     

Note: Customers should have Enterprise Edition subscription in order to integrate SurveyMonkey with Callhippo.  Log in to your CallHippo account.  Go to the left sidebar menu of your dashboard and click on Integrations.  Select SurveyMonkey and click on Integrate. You will be redirect the setup page. Now click on Connect your Surveymonkey button. Now click on Link datasource and you will be redirect to SurveyMonkey Login Page. Enter your SurveyMonkey username and password and click on Login button. After click on login button you will be redirect to authorization so scroll down and click on AUTHORIZE button. Now it should say Datasource is linked. Click on Ok. Now click on next and your will be redirected to your callhippo account and your status will be changed to Integrated. Features of SurveyMonkey  Integration - All your SurveyMonkey contact will be synced with Callhippo dialer as a contact.

Log in to your Salesforce Marketing Cloud account. Go to Setup (upper right corner under your name). Apps (on the left panel under Platform Tools) Create a new package and make sure to give it all the permissions. Under the package, add a component (use your account subdomain to enter the URI https://SUBDOMAIN.auth.marketingcloudapis.com/ and hit Save The component gets added along with the Client ID and Client Secret Now log in to your callhippo account and go to the integrations tab.  Click on +integrate button of Salesforce Marketing Cloud.           Now you will be redirected to another page. Click on +connect your Salesforce Marketing Cloud.                Now enter the details you noted in the above steps.      Now click on save. It should say Datasource is linked.           Click on okay. And click on next You should now be redirected to callhippo account and your status would be changed to Integrated.     

Steps to Follow in your SugarCRM account:  1. Log in to your SugarCRM account.      2. Click on your profile icon in the top right corner. 3. Click on the "Admin" panel from the drop-down menu. 4. Within the "Admin" panel, locate and click on "OAuth Keys." 5. After clicking the OAuth Keys, In the sidebar click on the Administration and than click on "Create OAuth Keys." 6. Configure Your Key Details: Consumer Key Name: Choose a clear and descriptive name for your key (e.g., "My Sales App"). This will help you remember its purpose later. OAuth Version: Select OAuth 2.0. This version is recommended for its security and functionality. Client Type: Choose Sugar User. This setting ensures compatibility with Sugar user accounts. Consumer Key: This is a unique identifier for your key. Consumer Key needs to be entered as per your convenience. Copy and store it securely, you'll need it later. Consumer Secret: This is a private key and crucial for security. Consumer Secret also needs to be added as per your convenience. Copy and store it securely, never share it publicly. 7. Once you've entered and copied both Consumer Key and Consumer Secret, click the "Save" button to finalize your OAuth configuration. Steps to Follow in your CallHippo account:  1.Begin by logging into your CallHippo account. 2. In your dashboard, navigate to the left sidebar menu and click on Integrations. 3. Locate and select SugarCRM from the list of integrations. 4. Clicking on connect button in SugarCRM, opens a popup as shown below where the following details needs to be entered: Enter your domain name: Fill in your SugarCRM domain name. {The domain name can be found in the SugarCRM profile → Advanced → URL. Please note you need to copy text prior to sugarcrm.com for example if it is: https://sg-tryout.demo.sugarcrm.com then the URL needs to be entered as  https://sg-tryout.demo.sugarcrm.com in the CallHippo Integration popup.} Enter your consumer key!: Enter the Consumer Key you created in SugarCRM. Enter your consumer secret!: Enter the Consumer Secret you created in SugarCRM (remember to keep this confidential). Enter your username: Provide your SugarCRM admin username. Enter your password: Enter your SugarCRM admin password. 5. Once all fields are filled, click the Connect Now button. 6. You'll see a message stating "Your account with SugarCRM will be integrated soon. You will get notified about the same via email." Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci Integration Settings:  Configuration: Based on the Toggle selection the click to call activity and sms activity will reflect in your SugarCRM account.  You can also configure which type of call activity will be displayed in the SugarCRM activity section from below the Configuration section. Connected Numbers: You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section. Features of SugarCRM + CallHippo Integration In order to start dialing in the Sugar CRM, click on the CallHippo icon besides the Phone Number in the Contact listing on Contacts page. Clicking on the CallHippo icon: opens the dialer as shown below:  1. SugarCRM contacts will be synced with the CallHippo dialer as a contact after click-to-call/SMS.  2. Whenever a call is made to SugarCRM contact with the CH dialer then Call log activity will be synced to your SugarCRM contact detail page. 3. Whenever the SMS is sent to SugarCRM contact with the CH dialer the SMS log will be synced to your SugarCRM contact detail page. 4. If you'd like the call status from CallHippo to appear in SugarCRM, you'll have to set them up in SugarCRM too as shown below. To perform/add the same go to profile section --> Admin --> Module Builder --> Dropdown editor --> call_status_list. 5. If you'd like the call dispositions from CallHippo to appear in SugarCRM, you'll have to set them up in SugarCRM too as shown below. To perform/add the same go to profile section --> Admin --> Module Builder --> Dropdown editor --> call_outcome_list. To activate this feature, contact us on support@callhippo.com.  Please Note: The Call Recording will be available in the hyperlink form in the Leads - Contacts section. 

Log in to your Streak account. Add streak extension with your suitable browser and open gmail. Now click on Streak(highlighted in picture). Now click on Integration and copy Streak API. Write it somewhere. In you CallHippo account -  Log in to your account and go to the integrations tab. Now click on +integrate  button and you will be redirected to another page.  Now click on +Connect Your Streak and Enter you Streak Api which you copied earlier and click on Save. Now it should say Datasource is linked. Click on Ok. Now click on next and your will be redirected to your callhippo account and your status will be changed to Integrated.  You have successfully integrated your Streak account with callhippo.

Step1-  Log in to your CallHippo account. Step 2- Go to the left sidebar menu of your dashboard and click on Integrations. Step 3- Select Podio and click on Connect.     Step 4- A Pop-up will appear, click on Connect Now button. Step 5 - Sign in with your Podio account credentials. Step 6: You will be redirected to the Callhippo integration page. Your Podio account is Integrated.   Features of Podio + CallHippo Integration - 1. All your Podio contacts will be synced with the CallHippo dialer as a contact after click-to-call/SMS.  2. Whenever a call is made to Podio contact with the CH dialer then Call log activity will be synced to your Podio contact detail page. 3. Whenever an SMS is sent to Podio contact with the CH dialer the SMS log will be synced to your Podio contact detail page.     6. The Connection option can be accessed as shown and activity will be inside the connection's profile as shown below.     [Note: "Activity sync happens only when the contact is synced with CallHippo."] Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Log in to your customerio account. Move your mouse pointer to left side of customer.io dashboard and select Integrations tab      Now click on Customer.io API Now note down your site id and api key.      Now log in to your callhippo account and go to the integrations tab.  Click on +integrate button of customerio.                Now you will be redirected to another page. Click on +connect your cutomerio.                Now enter the details you noted in the above steps.      Now click on save. It should say Datasource is linked.           Click on okay. And click on next You should now be redirected to callhippo account and your status would be changed to Integrated.     

Log in to your confluence atlassian account. Now open this link in another tab of your browser - https://id.atlassian.com/manage/api-tokens  Now click on create api token.  Enter any suitable label and click on create.               Note down this api token.           Also note your domain name. For example - In https://callhippo.atlassian.com.  callhippo.atlassian.com is your domain name. Also note down your email address used in your confluence account. Now log in to your callhippo account and go to the integrations tab.  Click on +integrate button of confluence.                Now you will be redirected to another page. Click on +connect your confluence.                Now enter the details you noted in the above steps. In Domain - Enter your domain name. In User - Enter the email address. In Api Token - Enter the Api Token.      Now click on save. It should say Datasource is linked.           Click on okay. And click on next You should now be redirected to callhippo account and your status would be changed to Integrated.     

Log in to your Act! 365 account. Go to  profile (as shown in picture)  and click on Apps & Integrations. Now copy Api Key ( highlighted in picture ) and write it somewhere. In you CallHippo account -  Log in to your account and go to the integrations tab. Now click on +integrate  button and you will be redirected to another page.  Now click on +Connect Your Act! 365 and Enter you Api Key which you copied earlier and click on Save.      Now it should say Datasource is linked. Click on Ok. Now click on next and your will be redirected to your callhippo account and your status will be changed to Integrated.  You have successfully integrated your Act! 365 account with callhippo.

Log in to your pipeline deals  account. Now click on your profile icon and click on account settings.           Now scroll below and click on the Pipelinedeals API tab.           If the api access is disable then enter your email address and click on enable api access.      Now note down your api key.           Now log in to your callhippo account and go to the integrations tab.  Click on +integrate button of pipeline deals.           Now you will be redirected to another page. Click on +connect your PipelineDeals.                Now enter the details you noted in the above steps. Now click on save. It should say Datasource is linked.           Click on okay. And click on next You should now be redirected to callhippo account and your status would be changed to Integrated.     

Login to CallHippo and go to the Integrations section. Search noCRM in the search box. Click on connect. Enter the API and Domain name of your noCRM account. If the noCRM URL is https://callhippo.nocrm.io/, the domain name would be just callhippo. As soon as you enter the details and click on “CONNECT NOW” the page will reload and show the integrations setting page. Here you can make the changes to get the activities of calls and messages. Functionalities: A. Call Activities performed with a noCRM lead will reflect in your noCRM. -If you have enabled this toggle, All the Call activities that are performed on a noCRM lead through CallHippo will reflect in noCRM as below. B. Show the activities of SMS sent in the Activities section - If you have enabled this toggle, All the SMS activities that are performed on a noCRM lead through CallHippo will reflect in the activity of noCRM lead. Configurations: - You can also configure which type of call status activities will be logged in the noCRM. Connected Numbers: Note: The activities for the above-selected number(s) only will be synced with noCRM. Now you can see noCRM is integrated with CallHippo. Hurray!! You have completed your integration with noCRM. Now go to your noCRM account and create a lead.  You need to Install the CallHippo Click-to-Call Chrome extension from the below link. Once the click-to-call extension is installed it will appear in all leads and as soon as you click on the icon the call will be made. https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci  Now connect your calls through CallHippo extension by clicking on extension of every lead. open the lead and click on the extension to call. Now you can see the dialer opening to connect the calls. You can check the activities in lead. Features provided with noCRM Integration: 1-Your calls will be directly connected through the CallHippo chrome extension   2- Your all leads/contacts will be directly synced to CallHippo dialer if called from CallHippo Click to Call chrome extension. 3- You will get the activities under leads for all the calls made from the extension/dialer 4- CallHippo allows with a functionality to open the dialer or use the browser extension of CallHippo. If the checbox is enabled, this will open the dialer in a new tab on clicking the phone number. If the same is disabled, than this will reflect the extension besides the phone number and clicking on which opens the CallHippo extension in the web browser. Notes: Contacts deleted from noCRM will not be deleted automatically from the Dialer unless the integration has been removed from the CallHippo WebApp. By default, the option for receiving notification of unattended calls are disabled from the noCRM portal. To receive the notifications, one must enable it from the admin panel of noCRM portal. Below is the path to enable it. Go to Admin Panel Go to Integrations - Phone App Settings. Scroll down to bottom and select the "Attach the missed calls and notify the user".

Step 1. Log in to your CallHippo account and go to the integrations tab. Now click on +integrate  button of copper.  Step 2. Now click on Connect Now button in order to integrate your copper account with CallHippo. If you are already logged in skip to Step 3 else you will be asked to login the copper account.  Step 3. Now, click on the Authorize account. Step 4. On clicking Authorize, your will be redirected to your callhippo account and your status will be updated to Integrated.  Step 5. You have successfully integrated your copper account with callhippo. Features of Copper Integration -    1. Copper contacts will be synced with the CallHippo dialer as a contact after click-to-call/SMS.  2. Whenever a call is made to SugarCRM contact with the CH dialer then Call log activity will be synced to your Copper contact detail page. 3. Whenever an SMS is sent to SugarCRM contact with the CH dialer the SMS log will be synced to your Copper contact detail page. Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Followings are the steps to perform for Freshsales Integration: To integrate your CallHippo account with freshsales, follow these steps.      Step 1. Log in to your freshsales account.     Step 2. Click on the profile icon on the top right corner and click on settings.   Step 3. Now click on API settings tab and verify the captcha -  Step 4. Now copy your api key and write it somewhere. Step 5. Now get the domain name from the urn. Example in URL -  “ https://callhippo.freshsales.io “ the CallHippo is the domain name.  Step 6. Now you have both your domain name and your api key. Followings are the steps to perform for CallHippo.com Integration:     Step 1. Log in to your account and go to the integrations tab. Step 2. Now click on +integrate  button and you will be redirected to another page. Step 3. Now click on +Connect Your Freshsales and Enter you Api key and domain name which you copied earlier and click on Save.  Step 4. Now it should say Datasource is linked. Click on Ok. Step 5. Now click on next and your will be redirected to your CallHippo account and your status will be changed to Integrated.  Step 6. You have successfully integrated your freshsales account with CallHippo. Features of Freshsales Integration -         1. All your contacts will be synced with Callhippo dialer.         2. Whenever you update a contact or add a new contact after integration. It will take 24 hours to sync with CallHippo dialer.       3. You will get call activity for any call made to or received from any of your freshsales contacts in CallHippo dialer. You can also click on that call log in freshsales for detailed information.       4. You will get SMS activity for any SMS sent or received from any of your freshsales contacts in CallHippo dialer. Limitations of fresh sales integration -         1. When you delete a contact from fresh sales after integration. It won’t be automatically deleted from CallHippo dialer. You have to delete it manually from CallHippo dialer. However if you won’t delete it from CallHippo dialer you still won’t get any call activity from that contact. Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.

Step 1- Log in to your CallHippo account. Step 2- Go to the left sidebar menu of your dashboard and click on Integrations. Step 3- Select Help Scout and click on Connect. Step 4- Now click on Connect Now to connect your Help Scout account. Step 5- Enter your Help Scout username and password and click on the Login button, In case if you are already logged in than skip to step 6. Step 6- After clicking on Connect your Help Scout, you will be redirect to a link asking to Authorize your Help Scout. Step 7- Now Click on Authorize. Step 8- Your Help Scout account is connected now. You will be redirected to CallHippo and get a message saying ‘Your account with Help Scout is integrated successfully. Please Note that all the Calling/ SMS activities will be sent to the Email Box selected here: Features of Help Scout + CallHippo Integration - All your contacts that are now dialed using click to call will get synced with the CallHippo dialer. Whenever you update a contact (customer in Help Scout) or add a new contact after integration, it will add in CallHippo dialer on performing click to call activity. You will get call activity whenever any call is made to or is received from any of your Help Scout contacts in the CallHippo dialer.  Calling Activity would get reflected- 4. You will get SMS activity whenever any SMS is sent or received from any of your Help Scout contacts in the CallHippo dialer. 5. Click To Call- If you want to use click to call then enable it first and than Click on the number and you would be able to call or SMS directly from here -->  Limitations of Help Scout Integration -  If you delete customers(contact in CallHippo) in Help  Scout, it will not delete in CallHippo you have to delete it  manually. Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Before you start integration please collect below required credentials.  Your Magento website URL Consumer Key Consumer Secret Access Token Access Token Secret To find these keys: log in to your admin panel Go to the System -> Integration -> Add integration        I. On the new Integration form, enter the integration name. And your admin password, then got to the API tab.         II. From the API tab select the Resource Access to custom and resources as per given screenshot. If you face difficulties in resource selection then select All. And click on Save button.        III. Your integration will be shows in list. Now click the activate link given to the created integration.        IV. Now confirm the resource permissions and click on Allow button, in next screen you will be redirect to below screen where you can found all the required API keys. You can create a note for the same. Now let’s start the integration with CallHippo. Log in to your CallHippo account. Go to the left sidebar menu of your dashboard and click on Integrations. Select Magento and click on Integrate.        4. You will be redirect the setup page. Now click on Connect your Magento button.        5. Enter your Magento website URL and other credentials collected from the Magento admin panel, and click on Save button and wait until you redirect back to CallHippo.         6. You can see your Magento integration is successfully integrated with CallHippo. Your Magento customers will be automatically synced to the CallHippo withing a few minutes. Then you can search and call your Magento customers from the Callhippo dialer and get all the call logs activity to that customers active orders. Important Notes:-  Call/SMS activity will be sent to customer's all active orders. If order status is Complete, Closed or Canceled you won’t get any call/SMS activity for that order. New Order/Customer will sync in every 1 hour. Updated Order/Customer will sync in every 4 hours. Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Bigcommerce setup guide You can follow these steps to integrate your bigcommerce account with Callhippo. On Bigcommerce : Log in to your Bigcommerce account. In your BigCommerce store dashboard, go to Advanced settings > API accounts. Create an API account. Now click on Create API Account you will get two option then click on Create V2/V3 API Token. Now Enter Name of your API Account (Any)and copy Store Hash from API Path(selected area showing store hash). Also give the modify permission to customers which is highlighted and click on save button. After clicking on save button you will be redirect to this page and get biggcommerce.txt file. Copy Client Id and Access Token by clicking on highlighted area. On Callhippo :  Log in to your CallHippo account.  Go to the left sidebar menu of your dashboard and click on Integrations.  Select Bigcommerce and click on Integrate. You will redirect to the setup page. Now click on Connect your Bigcommerce button. Once you click on ‘Next’ button, you will get one pop-up asking you For Client Id, Access Token and Store Hash (Which you copied in previous steps).Enter the details and click on save. Once you click on Save, you will be redirect to this page. Now click on Next button. Once you click on Next button, you will get a message saying ‘Your account with bigcommerce is integrated successfully. Features of Bigcommerce Integration - All your contacts will be synced with Callhippo dialer. Whenever you update a contact or add a new contact after integration, it will add in Callhippo dialer real time. You will get call activity whenever any call is made to or is received from any of your bigcommerce contacts in callhippo dialer. You will get call activity in note of bigcommerce customers. You will get SMS activity for any SMS send or received from any of your bigcommerce contacts in callhippo dialer. ss ss s Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

<span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span> If you are looking to activate your Pipedrive integration with CallHippo, here are the steps you need to follow. Integration setup CallHippo account: Step 1. Login to your CallHippo account Step 2. Go to the INTEGRATIONS section of your dashboard and click on Pipedrive Integration   Step 3. Then click on the “Connect” button and it will take you to the login page of Pipedrive  The Following are the steps to perform for Pipedrive Integration: Step 4. Login using your Pipedrive credentials and you will be redirected to the CallHippo dashboard to continue the other steps of integration      Step 5. After the successful Login in Pipedrive you’ll be directed to the permissions page. Click on the continue to the App button to provide required access for integration.   Hurray!!! You have now successfully integrated Pipedrive with CallHippo.   Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email. Integration Settings:  Now your CallHippo account is successfully integrated with Pipedrive and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Pipedrive through CallHippo.  Functionality: Call Activities performed with a Pipedrive Contact Reflected in your Pipedrive  If you have enabled this toggle, All the activities that are performed on a Pipedrive contact through CallHippo will reflect in Pipedrive as below    Show the Activities of SMS sent in the activity section  If you have enabled this toggle,  All the SMS activity will log in the Pipedrive Activity section  Sync contact from CallHippo to Pipedrive  Contact you add/update in CallHippo will also add/update in Pipedrive if this toggle is enabled.    Configuration:   You can also configure which type of call Activity will be displayed in the Pipedrive                  Activity section from below Configuration Setting.   You will be able to see the call logs for the call done from a particular Pipedrive deal as follows.     Click To Call Functionality:  You have to first install the Callhippo extension on your web browser to use this functionality. Link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci  1. Go to profile section and Click on Tools and Apps from drop menu 2. Click on Phone call 3. Select "Default calling app" As - (Default "callto" handler") 4. Click on save button Now in Pipedrive you can use Click to call to directly call from Leads, Deals and Contacts- Leads-   Deals-   Contacts- Adding Labels In order to add custom labels with icon in the activities list like shown in the below image follow the steps. Goto company settings under the profile tab. Inside company settings navigate to activities tab. here you can create a activity type by clicking the Add Activity type button. You can select the suitable icon to the activity name.   After creating the activity type (Label) it will appear on the list. And all the activities related to the label by default get attached to it. You can check it by navigating to activities module. Features provided with Pipedrive integration: Your all existing contacts and Organisation (with at least one phone number) will be synced with CallHippo. Whenever you add new contact, organisation or update existing contacts in CallHippo it will also add/update in Pipedrive. Whenever you update or add a new contact or organisation in Pipedrive. it will automatically sync to CallHippo. When you create any new deal with the associate to contact. It will be synchronized with CallHippo. Whenever a call is made to Pipedrive contact or organisation with CallHippo dialer, Call log activity will be synced to your Pipedrive contact detail page. If there is a new deal created for that contact, Call activity will be shown on the deal detail page as well. Whenever an SMS is sent to Pipedrive contact or organisation with CallHippo dialer SMS log will be synced to your Pipedrive contact detail page. FAQ:  1. If the user is registered with m1@g.com in CallHippo and with m2@g.com in Pipedrive, what will happen?  Ans - When a user is logged in with m1@g.com in CallHippo and with m2@g.com in Pipedrive, then all contact information will be synced with the CallHippo account. Hence it does not matter if the admin emails are different in Pipedrive and CallHippo.  2. If the user has 4 users in CallHippo with email IDs: u1@g.com, u2@g.com, u3@g.com, u4@g.com, and 3 users in Pipedrive with email IDs: u1@g.com, u2@g.com, u3@g.com.  A) What will happen if u4@g.com calls with one of the CallHippo’s number which is registered with Pipedrive? Will the logs come in Pipedrive? With what agent name?  Ans - Yes, logs will come in Pipedrive with the admin name.    B) If u1@g.com calls through Pipedrive, that user’s name will come in the logs or the admin’s name will come?  Ans - User name will come in logs of Pipedrive. C) If a new user is added in CallHippo (u5@g.com) and that user with the same email ID already exists in a Pipedrive account, when will these 2 users get synced? Is syncing not required?  Ans - when CallHippo users provide integration rights to their sub-user (u5@g.com). Syncing is not required.   D) If the NAME or EMAIL of the user is changed in Pipedrive, when will it change in CallHippo?  Ans - Yes.   E) If the above user details are changed in CallHippo, will it change in Pipedrive?  Ans - Yes.   F) What will happen if u1@g.com is deleted from Pipedrive, will the integration of u1@g.com in CH and Pipedrive be unsynced? When will it happen?                        Ans - Data will not be removed from CallHippo if a user is removed from Pipedrive.   G). If the contact information is changed from Pipedrive, when will it reflect in CallHippo?  Ans - First make sure that the abc@callhippo.com account is integrated with Pipedrive and contact Information will be reflected when the user updates their contact information in Pipedrive. (on triggered). Provided the Phone number field is not empty in the contact info.      H). If the Pipedrive integration of an account is removed, the Pipedrive contacts from CallHippo will be deleted?             Ans - Yes, all Pipedrive contacts will be deleted from Callhippo.    I). What versions/plans/packages of Pipedrive do we support for integration?  Ans - All versions.   J) In which cases the contacts in Pipedrive will not be added in CallHippo?  Ans -  If the CallHippo account is not connected with Pipedrive other than, the a whenever a user will create a contact in Pipedrive then the contact will be added in CallHippo. The phone number field should not be empty.   K) Will the incoming calls be visible in the deal?  Ans - Yes.   L) If the user has Deal-1 and Deal-2 for the same contact.   Will all the outgoing calls done to the contact be visible in both the deals? No, the outgoing calls done from a particular deal will be visible in the ACTIVITIES section of that DEAL ONLY                        Ans - Yes, but an outgoing call will be visible in deal with open status in Pipedrive.      b. Will all the outgoing calls to the contact be visible in ACTIVITIES? Ans - Yes, all the outgoing, as well as incoming calls, done to a contact will be visible in Pipedrive’s ACTIVITIES section. It will also give the information if a call was made from a deal or not. M). If a contact has multiple numbers in Pipedrive, all the numbers will be added in CallHippo? How?  Ans - Yes, contact will be added with the first five phone numbers.   Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci   Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.  

The following are the steps to perform in CallHippo for Shopify Integration: Shopify Login: Step 1: Log in to your Shopify Account. Step 2: Enter the email and password credentials to login your shopify account.  Step 3: Go to the Apps and then click on App and sales channel settings.  Step 4: Next click on the Develop apps button.  Step 5: Next select the App if it has already been created. Else click on Create an app in order to create an app. Else skip to Step 7.  Step 6: Now give a name to an app and again create on create app and an app will be created successfully.  Step 7: Now one needs to Install the App. Make sure that in order to install any App, one needs to configure Admin API scopes or Review configuration.  Step 8: Select all the necessary scopes and click on save button. Step 9: Now Install the app.  Step 10: Go to the settings >Development > App Development > API credentials. And copy the Admin API Access Token and store name. [Note: You can also modify your Admin API Access Token, under configuration.] Login to CallHippo Step 1 - Log in to your CallHippo account. Step 2 - Go to the left sidebar menu of your dashboard and click on Integrations. Step 3 - Select Shopify and click on Connect.   Step 4 - A pop-up will appear, where you need to enter your Admin API Access Token and Shopify store name. Step 5 - After entering credentials, click on the Connect Now button and you will be redirected to the Callhippo integration page. Step 6 - If a call has been made on the Shopify contact from the Callhippo dialer then the call activity should be reflected in the particular contact. Shopify Dashboard -> Customers -> Click on the customer’s contact -> Notes. [Note: On Click-to-call/SMS, the contact will be synced with the CallHippo contacts.] Step 7 - Similarly, If an SMS has been sent/received on the Shopify contact from the Callhippo dialer then the SMS activity should be reflected in the particular contact. Shopify Dashboard -> Customers -> Click on the customer’s contact -> Note. Step 8- Call through the click-to-call extension: Shopify Dashboard -> Customers -> Click on the customer’s contact. Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

Steps to perform for CallHippo - Dynamics Integration: Login to Dynamics Step 1: Log in to your Microsoft Dynamics Account. Step 2: Copy the Domain name of your account. Login to Callhippo Step 1. Log in to your CallHippo account. Step 2. Go to the left sidebar menu of your dashboard and click on Integrations. Step 3. Select Microsoft Dynamics and click on Connect. Step 4 You have to enter the domain of Microsoft Dynamics here. Step 5: Now it is Integrated with the Callhippo. Note:- If you delete a contact in Microsoft Dynamics, it will not delete in CallHippo you have to delete it manually. Features: Microsoft Dynamics contacts will get synced with the Callhippo Contact on Click-to-Call. If the calls are made on the Microsoft Dynamics contacts through the Callhippo Dialer, then the calling activity should be reflected in the Microsoft Dynamics timeline section in the corresponding lead or contact. Dashboard -> Contacts -> Summary -> Timeline section If the SMS is sent/received on the Microsoft Dynamics contacts through the Callhippo Dialer, then SMS activity should be reflected in Microsoft Dynamics. Dashboard -> Contacts -> Summary -> Timeline section Click To Call- You need to enable the click-to-call functionality and it will help you to directly call or SMS on Microsoft Dynamics itself. All Click to call, calls will be synced to your CallHippo account.  Lead & Contacts section with click-to-call functionality, activity will be displayed in the timeline section: Single lead section with click-to-call functionality, activity will be displayed in the timeline section: [Note: "Activity sync happens only when the contact is synced with CallHippo."] Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci

If you are looking to activate your HubSpot integration with CallHippo, here are the steps you need to follow. The following are the steps to perform for HubSpot Integration: Setup HubSpot account: If you wish to get CallHippo Call status in the outcome of Call activity, Please follow the below steps to configure your HubSpot account. Step 1. Go to settings -> Tools -> Calling -> Call Configuration -> Track call outcomes Edit options Step 2.  It will open a sidebar popup as given in the image below. Here you need to create all the CallHippo status in outcomes. Just add all the CallHippo status exactly( given below), one by one by clicking the Add outcome button and then save it. Here is the list of Call statuses. If you would like to skip this step Call status will be mapped to respected Outcome automatically as given in the below table.     CallHippo Status HubSpot Outcome No Answer No Answer Cancelled No Answer Missed No Answer Unavailable No Answer Completed Connected Rejected Busy  Voicemail Left voicemail Welcome message Left live message IVR message Left live message Integration setup CallHippo account: Step 1. Login to your CallHippo account.  Step 2. Go to the left side pane and click on Integrations. Step 3. A window with different applications listed will appear. Find HubSpot and click the Connect button under it. Step 4. You’ll see a pop-up window on the screen with Connect Now button Step 5. Once you click on Connect Now, you will be redirected to the HubSpot login screen, If you are already logged in HubSpot you will be redirected to the Choose Account screen  Step 6. In the HubSpot Accounts screen click on your HubSpot CRM account. If you see multiple accounts in the list, please select the account you want to integrate with CallHippo.  Step 7. Once you click it, you’ll be directed to the permissions page. Click on the Connect app button to provide required access for integration. Once you Grant the access you will be redirected back to the CallHippo.  Hurray!!! You have now successfully integrated HubSpot with CallHippo. Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email. Integration Settings   Now your CallHippo account is successfully integrated with HubSpot and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of HubSpot through CallHippo. Call Activities performed with a HubSpot Contact Reflected in your HubSpot  If you have enabled this toggle, All the call activities that are performed on a HubSpot contact through CallHippo will reflect in HubSpot contact’s activity as below   Sms Activities performed with a HubSpot Contact reflected in your HubSpot Account  If you have enabled this toggle,  All the SMS activity will log in to the HubSpot contact’s Activity section  Sync contacts from CallHippo to HubSpot  Contact you add/update in CallHippo will be also added/updated in HubSpot if this toggle is enabled. Log calls and texts against deals associated with Company   Log calls and texts against  Deals that are associated with the company. You can turn it on/off with this toggle.  Create contact in HubSpot for unsaved calling contacts Incoming/Outgoing calls made to unsaved contacts will create a new contact in HubSpot with the name “CallHippo Contact” and a call log will be sent to that contact. Configuration:  You can also configure which type of call activity will be displayed in the HubSpot activity section from below the Configuration section. Connected Numbers:  You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section. Features provided with HubSpot integration: Your all existing contacts and companies (with at least one phone number) will be synced with CallHippo. Whenever you update or add a new contact or company it will automatically sync to CallHippo Whenever you update or add a new contact in CallHippo it will automatically sync to HubSpot. When you create any new deal with the associated contact It will be synced with callHippo. Whenever a call is made to HubSpot contact with CH dialer then Call log activity will be synced to your HubSpot contact detail page. If there is a new deal created for that contact, Call activity will be shown on the deal detail page as well. If call connected to not CRM contact call activity will be shown in Calls module Whenever an SMS is sent to HubSpot contact with CH dialer then the SMS log will be synced to your HubSpot contact detail page. Calling Extension: Once you complete the HubSpot-CallHippo integration successfully, you can directly make calls using the CallHippo extension within the HubSpot CRM.  Here are the simple steps to follow: Go to your HubSpot contact/company/deal detail page. And click on the call icon. It will open you calling options in HubSpot. Select “CallHippo” as your calling provider. And click on Call It will open the CallHippo dialer and automatically initiate an outgoing call to the contact.

Steps to perform for CallHippo Integration with Zapier: Step 1. Log in to your CallHippo account. Step 2. Go to the left sidebar menu of your dashboard and click on Integrations. Step 3. Select Zapier and click on Integrate. Step 4. Copy userId from the text input and click on Continue button Step 5. Once you click on the Connect Now button, you will be redirected to zapier marketplace. Step 6. Select the app which you want to use as a connector.                                                                            E.g. Pipedrive   Step 7. Select the Pipedrive trigger for call activity. Step 8. Select the CallHippo app from ‘Choose app & event’ then click on the Continue button. Step 9. Login CallHippo account from drop down list, if available. -Click on ‘Connect’ if the CallHippo account is not available. Then log into the CallHippo account from the opened popup. -Click on continue after account selection. Step 10.  Setup trigger ( Copy userId which we copied earlier from integration popup ) & then Test Trigger. Step 11.   Continue and click on + icon to set up the action for the required connector ( Pipedrive)  Step12. Choose action to create activity  and continue.    And select the Pipedrive account. Step13. login pipedrive account which you want to link with zapier zap.  Step 14. Now map your Pipedrive activity fields to CallHippo activity fields from the custom tab and click on Continue button. Subject : Subject Organization : Choose Organization ( Optional ) Person : ContactId ( Optional ) Assign To :  Choose  ( Optional ) Deal : DealId (Optional) Is Done ? :  0/1 Type:  Call Due date : Call Started time ( Optional ) Note : Notes ( Optional ) Step 15.  Click on Continue , Then click Test & Continue button and zap turn on. In the web app of CallHippo, Zapier integration status will be INTEGRATED.  You can also create other Zaps i.e Create/update/delete contact, and  Add/update/delete deals. Note: While adding Call Log Activity Zap you might get dummy data from CallHippo. but don’t worry, it’s for field mapping purposes only. When you activate the zap and make a new call you will get the real data in your integration.

&amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;gt;&amp;amp;amp;nbsp;&amp;amp;lt;/span&amp;amp;gt;&amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;gt;&amp;amp;amp;nbsp;&amp;amp;lt;/span&amp;amp;gt;&amp;amp;amp;lt;span style="color: rgb(0, 0, 0);"&amp;amp;amp;gt;&amp;amp;amp;amp;amp;amp;lt;span class="fr-mk" style="display: none;"&amp;amp;amp;amp;amp;amp;gt;&amp;amp;amp;amp;amp;amp;amp;nbsp;&amp;amp;amp;amp;amp;amp;lt;/span&amp;amp;amp;amp;amp;amp;gt;&amp;amp;amp;lt;/span&amp;amp;amp;gt; To integrate your CallHippo account with intercom follow the below steps. Notes Make sure the user with owner access on both CallHippo and Intercom accounts can integrate the CallHippo <> Intercom.  Ensure that OAuth and webhook permissions are enabled in Intercom. Full access to settings is required. Data synchronization is almost instantaneous, but it may take a few minutes for initial sync of existing contacts. Modules included in the Integration Leads Module  Contact Module What to do at provider side to integrate Steps to Setup Integration at Intercom: 1. Log in to Intercom: Use the account you wish to integrate with CallHippo. {Owner account is preferable.} 2. Navigate to Settings: Click on the Settings icon in the bottom left corner. 3. Access Integrations: Click on Integrations and then Developers Hub. 4. Create New App: Click on the New App button.   Set a name and select the desired workspace. Click on create app button. Your app will be created successfully. 5. Note Client ID and Client Secret: In the Basic Information tab, note down the Client ID and Client Secret. 6. Note down the AppId: From the Intercom URL copy the highlighted part. It is needed for integrating intercom with callhippo. 7. Enable OAuth: In the Authentication menu, edit settings to select the Use OAuth checkbox.    Add Redirect URL: `https://web.callhippo.com/integrations`. Save changes. Steps to follow for Integration at CallHippo: 1. Navigate to Integrations: Go to the integrations page on CallHippo and find Intercom. 2. Connect Intercom: Click on the Connect button. Paste the Client ID, Client Secret, and App ID from Intercom. Click on connect now. 3. Authorize Access: You will be redirected to Intercom to authorize access. Once authorized, you will be redirected back to CallHippo with the status set to Integrated. Successfully integrated your CallHippo account with Intercom. By clicking on the call icon we can assign those numbers to intercom for which we intend to push activities into the intercom. Settings of Integration (Intercom Webhook Setup) All your existing contacts will be synced with CallHippo automatically. To sync new contacts you need to setup a webhook in Intercom as described below. 1. Configure Webhook: Click on the Webhooks tab in Intercom.    Enter the request endpoint URL:  First obtain the callhippo user ID. You can get this from Profile > additional settings. Paste this URL https://activity.callhippo.com/integration/users/xyz/intercom/webhook/intercomevent (replace `xyz` with your CallHippo user ID). 2. Select Webhook Topics:    - Choose the following events:      - `contact.lead.created`      - `contact.lead.updated`      - `contact.user.created`      - `contact.user.updated`      - `contact.deleted`      - `conversation.admin.single.created`      - `conversation.user.created` 3. Save Settings: Save the webhook configuration. Integration Features Automatic Sync: Existing and new contacts in Intercom sync automatically with CallHippo. The contacts can be found in callhippo dialer’s contacts tab. Outbound Calls: Make calls directly from Intercom using CallHippo Click to Call extension. Call and SMS Activity Logs: Intercom logs all call and SMS activities related to contacts. Activity passed on Integration 1. Call Activity: Sent to Intercom's recent events for any calls made/received to an Intercom contact. Incoming call Call type : Incoming Call status : Completed Call started time : 2024-08-07T12:10:44+00:00 From number : +16176754444 To number : +16176758888 Outgoing call Call type : Outgoing Call status : Rejected Call duration : 00:07 Call started time : 2024-08-07T12:10:44+00:00 Recording URL : www.recording/inside/file.com Call notes : Test Notes Called by : Jane Doe From number : +16176754444 To number : +16176753333 2. SMS Activity: Sent to Intercom's recent events for any SMS sent/received from an Intercom contact. SMS Type : Outgoing sms SMS sent time : 2024-08-07T17:59:19+05:30 Sent by : Jane Doe From number : +447402105793 To number : +91123456789 SMS Content : Hello, How are you ? The activities will be found under the saved contacts. Installation of CallHippo Click to Call Extension Install the extension from the Chrome Web Store: [CallHippo Virtual Phone System]: Click here FAQ of Click to Call Extension: Click here

The customer should have one of the below edit subscriptions in order to integrate Salesforce with Callhippo: Enterprise Edition Unlimited Edition Developer Edition Performance Edition Professional Edition (The API should be enabled. Salesforce do not provide it by default with this account type) Steps to perform for CallHippo.com Integration: Step 1: log in to your Salesforce account  Classic theme: copy your salesforce domain from URL: Lightning theme: Click on profile icon on top-right of the screen it will open up a dropdown and copy your domain as highlighted in below image. Step 2: Log in to your CallHippo account. Step 3: Go to the left sidebar menu of your dashboard and click on Integrations. Step 4: Select Salesforce and click on Connect button.                                                                                                                                                         Step 5: Popup will open and in the input box as below enter your Salesforce domain that we have copied earlier as below.                                                                    Step 6: Once you click on Connect Now, you will be redirected to the Salesforce login screen, If you are already logged in Salesforce you will be redirected to the Authorization screen.       Step 7: In the Salesforce Authorization screen click on allow     Once you Grant the access you will be redirected back to the CallHippo.    Hurray!!! You have now successfully integrated Salesforce with CallHippo. Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email.   Integration Settings:  Now your CallHippo account is successfully integrated with Salesforce and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Salesforce through CallHippo.        Functionality: Call Activities performed with a Salesforce Contact Reflected in your Salesforce . If you have enabled this toggle, All the Call activities that are performed on a Salesforce contact through CallHippo will reflect in Salseforce as below    SMS Activities performed with a Salesforce Contact reflected in your Salesforce Account  If you have enabled this toggle, All the SMS activities that are performed on a Salesforce contact through CallHippo will reflect in Salesforce.   Contacts added and updated in CallHippo will reflect in Salesforce  Contact you add/update in CallHippo will also add/update in Salesforce immediately if this toggle is enabled.   Contacts added and updated in Salesforce should reflect in CallHippo Contact you add/update in Salesforce will also add/update in Callhippo within 1 hour if this toggle is enabled.     Configuration:   You can also configure which type of call Activity will be logged in the Salesforce   Activity section from below Configuration Setting.           Features provided with Salesforce integration:   1) Your all existing contacts and leads (with at least one phone number) will be synced with CallHippo.   2) Whenever you update or add a new contact or lead in Salesforce, it will automatically sync to CallHippo within an hour.   3) Whenever your agent makes a call to Salesforce contact/lead with CallHippo dialer, Call log activity will be synced to your Salesforce contact activity.          4) Whenever an SMS sent to Salesforce contact/ lead with CallHippo dialer SMS log will be synced to your Salesforce contact detail page.             Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci   Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.    

You can follow these steps to activate your Freshdesk integration with CallHippo and create tickets for each one of your calls On Freshdesk: Login to your Freshdesk account. Note your Domain Name from URL, for example: ‘callhippo1’ is Domain name in https://callhippo1.freshdesk.com.     Go to your Profile icon on the top right corner and click on it. In the drop-down menu, click on ‘Profile Settings’.   Find and copy your ‘API key’. On CallHippo: Login to your CallHippo account.   Go to the Sidebar and click on ‘Integrations’.   Click on the “Integrate” button in front of “Freshdesk”.   Once you click on ‘Integration’ button, you will get one pop-up asking you api-key and domain name (which you copied from URL in previous steps). Enter the details and click on ‘Save’.   Once you click on Save, you will get a message saying ‘Your account with freshdesk will be integrated soon. You will get notified about the same via an email’ and your integration status will be ‘in-progress’. Once the integration is successful and the process gets completed, your integration status will be ‘integrated’ as shown below : So now you have successfully integrated your freshdesk account with your CallHippo account and your existing data is synced with CallHippo. But to sync new data that is being created in freshdesk, you need to create several webhooks, which is explained as below : Webhooks Here we will create total of 4 webhooks, which is as follows But before creating webhook, please copy and note down your CallHippo user id somewhere. Steps to find your CallHippo user id as follows : Go to Users page in CallHippo Click on ‘Main User’. It will redirect you to the user setting page. Now copy the highlighted portion shown in below image and note it down. Create ‘Add new ticket’ webhook Go to your freshdesk dashboard and click on the ‘Admin’ tab as shown below : Then under the ‘Helpdesk Productivity’ section click on  'Automations' icon as shown below: :   Now Under ticket creation tab, click on New Rule. Now insert the details as shown below : Rule Name: Add New Ticket Description: Called when new ticket with Open Status is created Then select ‘Match ANY of the below’ radio button. Below that under ‘Conditions’ section, in a dropdown, select Select Condition: Status In the next dropdown, select ‘Is’ And then in the next dropdown select ‘Open’. Then under ‘Actions’ segment, Select Action : Trigger Webhook Request Type : POST Callback Url : https://activity.callhippo.com/integration/users/59a122da8fe5d239bfc0288a/freshdesk/webhook/addticket (here replace ‘59a122da8fe5d239bfc0288a’ with your userid shown in previous steps) Encoding : JSON Content : Simple Then select checkbox against ‘Ticket ID {{ticket.id}} label Then click on Save. Refer below images for more information.        2.Create ‘Close ticket’ webhook Go to your freshdesk dashboard and click on the ‘Admin’ tab as shown below :  Then under the ‘Helpdesk Productivity’ section click on ‘Automations’ icon as shown below:   Now click on ticket updates tab, and click on New Rule - Now insert the details as shown below : Rule Name: Close Ticket Then under ‘When an action performed by… ’ section select radio button against ‘Agent or Requester’ label. Below that under ‘involve any of these conditions ’ sections, in a dropdown, select Select Event: Status is changed From: Open To: Closed. Then under ‘perform these actions’ segment, Select Action: Trigger Webhook Request Type: POST Callback Url : https://activity.callhippo.com/integration/users/59a122da8fe5d239bfc0288a/freshdesk/webhook/removeticket (here replace ‘59a122da8fe5d239bfc0288a’ with your user id shown in previous steps) Encoding: JSON Content: Simple Then select checkbox against ‘Ticket ID {{ticket.id}} label Then click on Save. Refer below images for more information.     Create ‘Open ticket’ webhook Go to your freshdesk dashboard and click on the ‘Admin’ tab as shown below :   Then under the ‘Helpdesk Productivity’ section click on ‘Automations’ icon as shown below: :  Now click on ticket updates tab, and click on New Rule - : Now insert the details as shown below : Rule Name: Open Ticket Then under ‘When an action performed by… ’ section select radio button against ‘Agent or Requester’ label. Below that under ‘involve any of these conditions ’ sections, in a dropdown, select Select Event: Status is changed From: Any Status To: Closed. Then under ‘perform these actions’ segment, Select Action: Trigger Webhook Request Type: POST Callback Url : https://activity.callhippo.com/integration/users/59a122da8fe5d239bfc0288a/freshdesk/webhook/addticket (here replace ‘59a122da8fe5d239bfc0288a’ with your user id shown in previous steps) Encoding: JSON Content: Simple Then select checkbox against ‘Ticket ID {{ticket.id}} label Then click on Preview and Save. Now Click on Save Refer below images for more information.     Create ‘Delete ticket’ webhook Go to your freshdesk dashboard and click on the ‘Admin’ tab as shown below :   Then under the ‘Helpdesk Productivity’ section click on ‘Automations’ icon as shown below : Now click on ticket updates tab, and click on New Rule - : Now insert the details as shown below : Rule Name: Delete Ticket Then under ‘When an action performed by… ’ section select radio button against ‘Agent or Requester’ label. Below that under ‘involve any of these conditions ’ sections, in a dropdown, select Select Event: Ticket is And select ‘deleted’ in a dropdown next to ‘Select Event’. Then under ‘perform these actions’ segment, Select Action: Trigger Webhook Request Type: POST Callback Url : https://activity.callhippo.com/integration/users/59a122da8fe5d239bfc0288a/freshdesk/webhook/removeticket (here replace ‘59a122da8fe5d239bfc0288a’ with your user id shown in previous steps) Encoding: JSON Content: Simple Then select checkbox against ‘Ticket ID {{ticket.id}} label Then click on Preview and Save. Then click on Save. Refer below images for more information.   Hurray!! You have successfully integrated Freshdesk with CallHippo. Features- All the contacts of the freshdesk will get synced in the Callhippo. If an incoming/outgoing call is there on the freshdesk contacts which are synced with the Callhippo then an call activity will be shown in the tickets.  Clicking on the ticket- If a SMS is send/receive on the freshdesk contacts which are synced with the Callhippo then an SMS activity will be shown in the tickets.  Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci Once the click to call extension is installed it will appear in front of all numbers and as soon you click on the icon the call will be made.

Notes Who Can Integrate: Any CallHippo user with admin access. Permissions/Rights Needed: Admin permissions on both CallHippo and Zendesk accounts. Time to Sync Data: Contact sync happens immediately upon integration. Extensions and triggers need to be set up to sync new data. Pre-requisites: Ensure you have an active Zendesk account and your subdomain. Modules Included in the Integration Views Customers Activity Passed on Integration Contacts Syncing: Contacts from Zendesk (end users) will sync with CallHippo. Call Activity: Incoming/outgoing calls made to any Zendesk contact will create a ticket in Zendesk with call log activity. SMS Activity: SMS sent/received from Zendesk contacts will log as activity in a Zendesk ticket. Things you will need at the time of integration Callhippo UserID : To get this goto Users > Owner/Admin user > from the URL copy and note down the highlighted portion.   Zendesk Subdomain : To get this login to zendesk and from the URL copy and note down the highlighted portion.  What to Do at Callhippo Side to Integrate Step - 1: Access your CallHippo account.     Step - 2: Navigate to the Integrations section in the sidebar. Step - 3: Integrate Zendesk, Click on the Connect button in the Zendesk integration. Step - 4: Enter your Zendesk subdomain (e.g., for `https://callhippo25.zendesk.com`, the subdomain is `callhippo25`) and click on Connect Now. Step - 5: You will be redirected to your Zendesk login page (if not already logged in).  Step - 6: After signing in, you will be redirected back to CallHippo, where you will see a message indicating that your integration is successful. What to Do at Zendesk Side after Integration Set Up Webhook and Triggers in Zendesk: Extensions and triggers are needed to sync new contacts and to create tickets in Zendesk for each call or SMS. 1.1. Creating Webhook in Zendesk - Log in to Zendesk and go to Settings. - Click on Go to Admin Center.  - Navigate to Apps and Integrations > Webhooks > Create Webhook. - Choose Trigger Automation and click on Next. - Fill out the following details - In Endpoint URL paste the provided link by replacing your UserID: `https://activity.callhippo.com/integration/users/{your_user_id}/zendesk/webhook/addticket` - Request Method: POST - Request format: JSON - Authentication: None - You can Test webhook to Understand if your webhook is working before creating it (If needed). - Click on Create Webhook. And your webhook will get created. 1.2. Creating Triggers in Zendesk 1.2.1. Create Add Ticket Trigger - Go to Objects and Rules > Triggers > Create Trigger. - Fill out the following details: - Trigger Name: Add Ticket Trigger (or any name of your choice) - In categories Add a new category and name it. - In Conditions Add new Condition: Select Ticket > Ticket > Is > Created - In the Actions section: Select action type "Notify By > Active Webhooks" and in the next dropdown select whatever name you gave to the Webhook. - In the Json Body Enter `{"ticketId":"{{ticket.id}}"}`. - Click on Save. 1.2.2. Create Update Ticket Trigger - Go to Objects and Rules > Triggers > Create Trigger. - Fill out the following details: - Trigger Name: Update Ticket Trigger (or any name of your choice) - In categories select the previously added category. - In Conditions Add new Condition: Select Ticket > Ticket > Is > Created - In the Actions section: Select action type "Notify By > Active Webhooks" and in the next dropdown select whatever name you gave to the Webhook. - In the Json Body Enter `{"ticketId":"{{ticket.id}}"}`. - Click on Save. Features of Zendesk integration: Make outbound call to your customer without leaving Zendesk portal.  Install CallHippo telephony app from Zendesk marketplace. https://www.zendesk.com/in/marketplace/apps/support/694788/callhippo/               Your all existing contacts (end user with the phone number) will be synced with CallHippo. Whenever you update or add a new contact it will automatically sync to CallHippo only if you create a new ticket in zendesk for that contact. When a call is made with the CallHippo dialer. there will be a ticket created in Zendesk with call log activity. Whenever a SMS is sent with the CallHippo dialer. there will be a ticket created in Zendesk with SMS log activity. Use case of creating call ticket Incoming/Outgoing calls made to any existing Zendesk contact (requester) -> A new ticket will be created associated with existing contact. A contact saved in CallHippo -> make outgoing or incoming call to that contact -> A ticket will be created and a new requester added with CallHippo data, i.e name, email and phone number. Incoming call from unknown number -> A ticket will be created and new requester will be added with caller’s phone number. Incoming call went to voicemail -> A voice ticket will be created in Zendesk. Enable Click-to-Call - Install the CallHippo Click-to-Call Chrome extension from here. Once installed, click-to-call functionality will be available directly from Zendesk. To know about what is click to call functionality kindly refer this FAQ. Limitations - Multiple Numbers: If a Zendesk contact has multiple phone numbers, only the first number will sync due to Zendesk API limitations. - Trigger-Dependent Syncing: Contacts only sync when a new ticket is created or an existing ticket is updated. - Deletion: Deleting a contact in Zendesk does not automatically delete it from CallHippo. NOTE: Outgoing calls are fully integrated with Zendesk. While incoming calls are functional, a few advanced features may be limited.

&lt;span class="fr-mk" style="display: none;"&gt;&amp;nbsp;&lt;/span&gt;&lt;span class="fr-mk" style="display: none;"&gt;&amp;nbsp;&lt;/span&gt;&lt;span class="fr-mk" style="display: none;"&gt;&amp;nbsp;&lt;/span&gt;&lt;span class="fr-mk" style="display: none;"&gt;&amp;nbsp;&lt;/span&gt; If you are looking forward to configuring your Zoho integration, Please follow the steps below.  Well, before we begin, make sure you possess the admin rights of CallHippo and Zoho.   Steps to perform for CallHippo.com Integration:  Step 1: Log in to your CallHippo account. Step 2: Go to the left sidebar menu of your dashboard and click on Integrations. Step 3: Select Zoho and click on Connect button. Step 4: On the Zoho Integration Setup dialog box, select your zoho domain and click on Connect Now. Step 5: If you haven’t logged in your Zoho Account, you will require logging into it. Enter your Zoho credentials(email/phone and password) and click on Sign In. Step 6: A message will be displayed on your screen asking you to access your CRM. Click on Accept. Once you Grant the access you will be redirected back to the CallHippo.  Hurray!!! You have now successfully integrated Zoho CRM with CallHippo. Integration status shows “Integrated”. And once contact syncing is completed, we will update you by email. Integration Settings   Now your CallHippo account is successfully integrated with Zoho CRM and you will be redirected to the CallHippo with Integration Settings popup. In which you can customize the functionality of Zoho CRM through CallHippo. Call Activities performed with a Zoho Contact Reflected in your Zoho account  If you have enabled this toggle, All the call activities that are performed on a Zoho CRM  contact through CallHippo will reflect in Zoho CRM  contact’s activity as below    SMS Activities performed with a Zoho CRM Contact reflected in your Zoho CRM Account  If you have enabled this toggle,  All the SMS activity will log in to the Zoho CRM contact’s Activity section  Sync contacts from CallHippo to Zoho CRM  Contact you add/update in CallHippo will be also added/updated in Zoho CRM if this toggle is enabled. Log calls and texts against deals associated with Contacts  Log calls and texts against  Deals that are associated with the Contacts. You can turn it on/off with this toggle.  After Call Work activity reflects in the Zoho CRM If you have a plan with CallHippo's Call tags and disposition service and the same has been enabled, than the activity being pushed in Zoho CRM contains the tags and disposition data being added after the Call in the ACW screen.  Note: This sync only when the same has been performed on the After Call Work screen, In case if tags and disposition have been added later on using the Call logs or other feed than the same wont sync in the Zoho CRM.  Configuration:  You can also configure which type of call activity will be displayed in the Zoho CRM activity section from below the Configuration section.   Connected Numbers:  You can select for which numbers call and SMS activity should be logged from the below Connected Numbers Section. Setup Webhooks in Zoho CRM: To create webhooks Login to your Zoho CRM account click on the Setting icon from top right corner  -> Click on the Automation - Workflow Rules   -> From the Workflow Rules page click on the Create Rule button   Now let’s get started with creating webhooks with Workflow Rules 1. Add Contact Webhook: In the ‘Create New Rule’ pop-up fill the details shown in the below image and then click on ‘Next’ button. On the next screen set workflow as given in the image below.   On click of Webhook it will open a popup asking you to create a webhook. Click on New Webhook button   d. On click of New Webhook it will open the webhook configuration form. Please fill below details on respected fields. Name: Add Contact Description: Add Contact Webhook Method: POST                     URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/addcontact  Replace 59227d18a64c4e0cf253dac0 with your CallHippo owner ID, which you can find from Users -> form the user list select a user with  type Owner-> the last segment of the URL is your owner ID.    v. Authorization Type: General   vi. Body Section:  1. Type: Form-Data  2. Module Parameters:      Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id contactEmail Contacts Email contactFirstName Contacts First Name contactLastName Contacts Last Name contactMobile Contacts Mobile contactPhone Contacts Phone contactOtherPhone Contacts Other Phone Once you fill the form click on Save and Associate button. You will be redirected back to the Workflow rule page here again Click on Save button. To complete setup. 2. Update Contact Webhook: In the ‘Create New Rule’ pop-up fill the details shown in the below image and then click on ‘Next’ button.   On the next screen set workflow as given in the image below.   On click of Webhook it will open a popup asking you to create a webhook. Click on New Webhook button   d. On click of New Webhook it will open the webhook configuration form. Please fill below details on respected fields. Name: Update Contact Description: Update Contact Webhook Method: POST                     URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatecontact  Replace 59227d18a64c4e0cf253dac0 with your CallHippo owner ID, which you can find from Users -> form the user list select a user with  type Owner-> the last segment of the URL is your owner ID.     v. Authorization Type: General   vi. Body Section:  1.Type: Form-Data  2. Module Parameters:      Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id contactEmail Contacts Email contactFirstName Contacts First Name contactLastName Contacts Last Name contactMobile Contacts Mobile contactPhone Contacts Phone contactOtherPhone Contacts Other Phone Once you fill the form click on Save and Associate button. You will be redirected back to the Workflow rule page here again Click on Save button. To complete setup 3) Delete Contact Webhook In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Contacts Rule Name: Delete Contact Description: Called when contact is deleted     Select ‘On a Record Action’ in the there When segment, select the ‘Delete’ action and then click on ‘Next’.     Select ‘All Records’ under ‘Condition 1’ segment and click Next text’. Under the ‘Instant Action’ dropdown click on ‘Webhooks’. It will open a new pop-up for webhook. Click the  ‘New Webhook’ button.    Add details in ‘Call Webhook’ pop-up as shown below :  Name: Delete Contact  URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletecontact (replace 59227d18a64c4e0cf253dac0 with your user_id)  Method: POST Description: Delete Contact Webhook   Then, provide URL parameters as shown below and click on ‘Save and Associate’.    Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id Then, click on ‘Save and Associate’.     4) Add Deal Webhook In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Deals  Rule Name: Add Deal Description: Called when a deal is created Select ‘On a Record Action’ under the ‘When’ segment, select the ‘Create’ action, and then click on ‘Next’. Select ‘All Records’ under ‘Condition 1’ segment and click Next’. Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. It will open a new pop-up for webhook. Click the ‘New Webhook’ button.  Add details in ‘Call Webhook’ pop-up as shown below : Name: Add Deal URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/adddeal (replace 59227d18a64c4e0cf253dac0 with your user_id)  Method: POST Description: Add Deal Webhook Then, provide URL parameters as shown below and click on ‘Save and Associate’.      Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id dealId Deals Deal Id dealName Deals Deal Name dealAddTime Deals Created Time dealUpdateTime Deals Modified Time dealExpectedCloseTime Deals Closing Date dealStatus Deals Stage contactOtherPhone Deals Other Phone   Then, click on ‘Save’.   5) Update Deal Webhook In the  In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Deals Rule Name: Update Deal  Description: Called when a deal is updated · Select ‘On a Record Action’ under ‘When’ segment, select ‘Edit’ action and then click on ‘Next’. · Select ‘All Records’ under ‘Condition 1’ segment and click Next. · Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. · It will open a new pop-up for webhook. Click the ‘New Webhook’ button.  · Add details in ‘Call Webhook’ pop-up as shown below : Name: Update Deal URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatedeal (replace 59227d18a64c4e0cf253dac0 with your user_id) Method: POST Description: Update Deal Webhook · Then, provide URL parameters as shown below and click on ‘Save and Associate’.      Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id dealId Deals Deal Id dealName Deals Deal Name dealAddTime Deals Created Time dealUpdateTime Deals Modified Time dealExpectedCloseTime Deals Closing Date dealStatus Deals Stage   · Then, click on ‘Save’.   6) Delete Deal Webhook In ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’.  Module: Deals Rule Name: Delete Deal Description: Called when a deal is deleted · Select ‘On a Record Action’ under ‘When’ segment, select ‘Delete’ action and then click on ‘Next’. · Select ‘All Records’ under ‘Condition 1’ segment and click Next’. · Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. · It will open a new pop-up for webhook. Click on the ‘New Webhook’ button.  · Add details in ‘Call Webhook’ pop-up as shown below :  Name: Delete Deal URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletedeal (replace 59227d18a64c4e0cf253dac0 with your user_id) Method: POST Description: Delete Deal Webhook · Then, provide URL parameters as shown below and click on ‘Save and Associate’.    Parameter Name Parameter Type Parameter Value contactId Contacts Contact Id dealId Deals Deal Id   · Then, click on ‘Save’.     7) Add Lead Webhook · Follow the steps described above. · In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Lead  Rule Name: Add Lead Description: Called when a lead is created · Select ‘On a Record Action’ under ‘When’ segment, select ‘Create’ action and then click on ‘Next’. · Select ‘All Records’ under ‘Condition 1’ segment and click Next. · Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. · It will open a new pop-up for webhook. Click on ‘New Webhook’ button.  · Add details in ‘Call Webhook’ pop-up as shown below : Name: Add Lead URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/addlead(replace 59227d18a64c4e0cf253dac0 with your user_id) Method: POST Description: Add Lead Webhook · Then, provide URL parameters as shown below and click on ‘Save and Associate’.      Parameter Name Parameter Type Parameter Value leadId Leads Lead Id leadEmail Leads Email leadFirstName Leads First Name leadLastName Leads Last Name leadMobile Leads Mobile leadPhone Leads Phone leadOtherPhone Leads **Custom Phone field.    ** Custom Phone field will be synced for newly updated lead after integration enabled. If you wish to sync existing lead’s custom phone field please contact CallHippo support team. · Then, click on ‘Save’. 8) Update Lead Webhook · In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Lead Rule Name: Update Lead Description: Called when a lead is updated · Select ‘On a Record Action’ under ‘When’ segment, select ‘Edit’ action and then click on ‘Next’. · Select ‘All Records’ under ‘Condition 1’ segment and click Next. · Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. · It will open a new pop-up for webhook. Click on ‘New Webhook’ button.  · Add details in ‘Call Webhook’ pop-up as shown below : Name: Update Lead URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/updatelead (replace 59227d18a64c4e0cf253dac0 with your user_id) Method: POST Description: Update Lead Webhook · Then, provide URL parameters as shown below and click on ‘Save and Associate’.      Parameter Name Parameter Type Parameter Value leadId Leads Lead Id leadEmail Leads Email leadFirstName Leads First Name leadLastName Leads Last Name leadMobile Leads Mobile leadPhone Leads Phone leadOtherPhone Leads **Custom Phone field.   ** Custom Phone field will be synced for newly updated lead after integration enabled. If you wish to sync existing lead’s custom phone field please contact CallHippo support team. · Then, click on ‘Save’.   9) Delete Lead Webhook · In the ‘Create New Rule’ pop-up, fill the details shown in the below image and then click on ‘Next’. Module: Lead Rule Name: Delete Lead Description: Called when a lead is deleted · Select ‘On a Record Action’ under ‘When’ segment, select ‘Delete’ action and then click on ‘Next’. · Select ‘All Records’ under ‘Condition 1’ segment and click Next. · Under the ‘Instant Action’ dropdown, click on ‘Webhooks’. · It will open a new pop-up for webhook. Click on ‘New Webhook’ button.  · Add details in ‘Call Webhook’ pop-up as shown below : Name: Delete Lead URL to Notify: https://activity.callhippo.com/integration/users/59227d18a64c4e0cf253dac0/zoho/webhook/deletelead (replace 59227d18a64c4e0cf253dac0 with your user_id) Method: POST Description: Delete Lead Webhook · Then, provide URL parameters are shown below and click on ‘Save and Associate’.      Parameter Name Parameter Type Parameter Value leadId Leads Lead Id   · Then, click on ‘Save’.   Hurray!! You have successfully integrated Zoho with CallHippo. Now you can enjoy using your calling features. Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci Once click to call extension is installed it Callhippo icon will appear in front of every number once you click that number call will get connected automatically.

Follow these steps to integrate your Groove account with CallHippo. Step 1- Login to your Groove account. Step 2- Click on Settings Button as shown in below image.     Step 3- Then click Company as shown below. Step 4- Click on API into company Section.     Step 5- Now copy Private token given under the API Settings section as shown below.     Step 6- Login to your CallHippo account. Step 7- Click on the Integrations tab as shown in the image below.   Step 8- Then click on Connect option against Groove integration as shown below :     Step 9- Now paste the main account API key in the text box, which you copied from Groove and click on Connect now.   . Step 10- Once you click on Connect now, a popup will be closed and your Groove integration will be in the in-progress state. Once it gets completed, it will be in the integrated state as shown in below images.       Enable Click to Call:  Install the CallHippo Click-to-Call Chrome extension from the below link: https://chrome.google.com/webstore/detail/callhippo-virtual-phone-s/gbiddodjfedcfaomleolekbgkidagkci                            

Login to https://web.callhippo.com. Go to the Integrations tab. On the Integrations page, you will find the REST API. Go to the Webhook section. Click on the Connect button. Provide URLs on which you want to get data of your call and SMS logs. Note: Calling Activity: Upon enabling this, all the Call logs will be synced to the webhook URL. SMS Activity: Upon enabling this, all the SMS logs will be synced to the webhook URL. Call Status notification: Upon enabling this, all the call events will be synced to the webhook URL. Call Notify: Available on Request only and works with predictive dialer. Upon enabling this whenever a call is picked by the receiver, the notification will be sent to the agent. We provide data by POST method in JSON format.  The URL should be an HTTP URL with POST method for which the GET method will have to be ensured from your end. After every call or SMS, we provide data by the POST method in JSON format. Sample data given below: Call Activity response example: { "activityType": "call", "from": "+9323243432", "to": "+41232132131", "dialCode": "41", "callType": "Outgoing", "duration": "08:10", "status": "Completed", "time": "2020-05-12T00:53:57.688+0000", "callCharge": "0.040", "email": "test@example.com", //optional "callerName": "Demo User", //optional "adminEmail": "admin@example.com", "callSid": "CA5fcabcd366fac3fe8c00c111f135e123", "startTime": "2020-05-12T00:53:57.688+0000", "endTime": "2020-05-12T01:01:05.688+0000", "note": "Call notes goes here", //optional "recordingUrl": "https://recording.XXX.mp3", //optional "countryName": "United Stated", "answeredDevice":"web", "ringAnswerDuration": "00:02", "billedMinutes": 9, "hangupBy": "Agent", "tags": [“Tag1”, “Tag2”], //optional "callQueue": false, "reason":"User not available", } SMS Activity response example: { "activityType": "sms", “content": "SMS text goes here", "from": "+9323243432", "to": "+41232132131", "smsType": "Outgoing", "status": "Completed", "time": "2020-05-12T00:53:57.688+0000", "smsCharge": "0.040", "email": "test@example.com", //optional "smsSendBy": "Demo User", //optional "adminEmail": "admin@example.com", } Call Status Notification response example: { "agentEmail": "test@example.com", "callType": "Outgoing", "fromNumber": "+17xxxxxxxx6", "toNumber": "+13xxxxxxxx0", "agentId": "610xxxxxxxxxxxxxxxxxx8f3", "callSid": "8956bxxxxxxxxx-xxxxxx-xxxxxx02428", *"dateTime": "2024-03-28T10:05:50.000Z", "dialCode": "1", "status": "completed" } Webhook Response Parameters: activityType: Possible values call / SMS. from: From which number you got a call or you dial from number. to: On which number you got a call or you dial to the number. callType : Incoming / Outgoing. duration: Duration of a call (MM:SS). status: Call-related status. possible values are Completed, Missed, Rejected, Voicemail, Welcome message, IVR message, Unavailable, Cancelled and No Answer. time: Call log created datetime. startTime: Call start datetime. endTime: Call end datetime. callCharge: Call charges. callerName: CallHippo user name who did or received a call. note: Call notes. recordingUrl: Recording URL of your call. callSid: Unique ID of call. email: Agent email associated with call or SMS. adminEmail: CallHippo account owner email. countryName: Name of calling country reason:  Reason for call not not set up or failed. answeredDevice:  Call answered device. possible values: “web”, “ios”, “android”. ringAnswerDuration:  Call ringing duration. format: “mm:ss”. billedMinutes:  Total billed minutes for the call, hangupBy: Who did hang up the call. Possible values: “Agent”, “Client”. tags: If an agent added any tags in call notes will be returned in this field. callQueue: Whether the call went in the call queue or not. Possible values : true or false. content: SMS text (if activity type is sms). smsType :  Incoming / Outgoing.  smsCharge: SMS charges. smsSendBy: The name of the agent who sent the SMS.