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  4. Integration with Kommo
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Integration with Kommo

Kommo is a cloud-based CRM system with capabilities that expand through integration with other services.

Set up an integration between Voximplant Kit and Kommo. It will allow you to make and receive calls directly in the CRM system and skyrocket your productivity and customer experience.

The entire communication history and call recordings are saved in a customer record. Right there you can listen to conversation recordings and, if required, immediately call a customer back in one click.

To set up an integration, you need to:

  • Install the Voximplant Kit softphone desktop app

  • Obtain authentication data in Voximplant Kit

  • Create an integration in Kommot

Important

The integration can only be fully functional when the contact center is enabled. If the CC functionality is unavailable to you, contact your manager or Voximplant Kit support.

Important

For the integration to work correctly, users must use the same email address to log in to both Voximplant Kit and Kommo.

Contents

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Installing the Voximplant Kit softphone desktop app

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To call customers from the Kommo CRM system, you first need to install the Voximplant Kit softphone desktop app. Follow these instructions and download the installation file depending on the software you use. Once the installation is complete, log in to the app using your Voximplant Kit credentials.

Obtaining Voximplant Kit data

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Before setting up an integration in Kommo, obtain Voximplant Kit authentication data.

  1. Log in to your Voximplant Kit account.
  2. Go to Administration > Security > API tokens.
  3. Click the Add API token button.
  4. Enter your token name and click Save.
Add API token
  1. Copy the token and save it on your PC.
Copy API token
  1. Copy and save the token ID.
Copy API token ID
  1. Click API access data.
API access data
  1. In the dialog that opens, copy your account name and region. You can find the region (two letters) in your hostname as shown below. Save the data on your PC.
Account name and region

Creating an integration in Kommo

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  1. Log in to your Kommo account.
  2. In the left sidebar, select Settings.
Settings
  1. Click Integrations.
Integrations
  1. Use the Search field to find the Voximplant Kit app.
Search Kit app
  1. Click + Install.
Install Kit app
  1. Accept the Kommo’s privacy policy and click Install again.
Privacy policy
  1. Enter the data you obtained in your Voximplant Kit account: your account name, region, access token, and token ID.
Important

Please use lowercase for the region.

Kit app configuration
  1. Click Save.

Congratulations! You have successfully set up an integration between Kommo CRM and Voximplant Kit. It will help you process customer requests more efficiently, improve your customer service level, and boost your productivity.

Working with the integration

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As soon as a CRM manager receives a phone call, the system creates a new contact (deal) card. If a customer is already in the database, the respective card opens automatically.

Inbound call

Use the click-to-call feature to quickly initiate a call to a customer from their card.

Click-to-call

The entire communication history is saved in a customer card.

Call history

You can listen or download a call recording if needed.

Call recording