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Overview

Sangoma Connector is a multi-functional telephony integration application that enables users to link their Business Voice Extensions to the most popular web browsers providing the following services:

1. Log inbound phone calls from your phone extension into your CRM systems.

2. Enable screen pops when a phone call on your phone extension is received.

3. Provide the ability to make outbound calls by simply clicking on a telephone number in the browser.

Installation

To install the Sangoma Connector browser extension, reference the Sangoma Connector Installation Guide.

How to Use Sangoma Connector

Note: For ease of reading Sangoma Connector will be referred to as Connector for the remainder of this article.

Prerequisites:

• Ensure that all of the Connector Installation and Configuration steps defined later in this guide have been completed.

• If you are using a softphone you must ensure the configured Business Voice softphone is open, logged in, and online.

How to Access Sangoma Connector

Note: If you receive the error “No entitlement for this user”, contact your Business Voice administrator and have they assigned you a Sangoma Connector license?

• Click on the Connector icon on the right side of the browser window.

• Once logged in the Connector is displayed on the right side of the opened browser tab.

• Login with your Sangoma Business Voice credentials.

Sangoma Connector page

Collapse - Hides the Connector, but it is still running in the browser window. To unhide the Connector, click on the Connector icon again. Quick Dial - Enter a phone number to call and press enter, to make a call. Screen Pop App. - Select which app Connector should use, to search for incoming call contact info. ( CRM Contacts, Google Contacts, etc..) Call History - Number and date of Inbound, Outbound, and Missed calls. Call Back- Click the Call icon to call back the logged number. Find Contact - Search for the contact info using the linked application. (See item 2) History - Allows you to return to the History display once you have navigated to somewhere else. Contacts - Provides the ability to add contacts into the Connector app.. User Name - Display the name of the user that is logged in. Settings - Opens the settings page. Logout - Logs you out of the app.

Making Calls using Connector

Connector provided two methods for making phone calls.

Quick Dial

• Access the Connector app as previously defined.

• Enter the phone number you wish to call in the Quick Dial field ( 2 ).

• Press the enter key.

Click to Call

• Access the Connector app as previously defined.

• Open the web page that contains the desired phone number you wish to call. (Example: Salesforce, Zoho, Gmail)

• All phone numbers in the web page will appear as a link and/or have a Connector icon next to it, based on how you have configured the app.

Note: If the number is not displayed as a link and/or there is no icon displayed to click on, check for one of the following conditions:

• You may no longer be logged into the Connector App.

• In setting the Logo click to call and/or Link click to call options are not turned on. See below on how to configure these features.

The Connector makes the call.

In order for Connector to make a phone it must first have you access your Desktop or Soft phone. To do this Connector will first call your phone then proceed to make the phone call.

• Once you have triggered the Quick Call or Click to Call methods the Connector will call your Desktop or Soft phone.

• Once you answer your phone, Connector will call the outbound number.

How to Configure Sangoma Connector

Configuring the Screen Pop App.

• Access the Connector app as previously defined.

• In the upper right corner of the Connector app, click on the Screen Pop app.dropdown ( 3 ) to select which app Connector will use to search for incoming call contact info. ( CRM Contacts, Google Contacts, etc..). For a complete list of supported apps reference the Sangoma Connector Supported CRM & Web Applications article.

Standard apps.

For example if you pick Google, each time you receive a call while logged into Connector, https://app.hubspot.com/contacts/123456780

CRM or Custom Apps.

Many CRMs use a customized URL (domain name includes a company name or customer Number). In these cases, Sangoma will enable a special Screen Pop link coded just for your company.

For example Hubspot requires a URL with your customer number. Sangoma will set that up with a coded name or including your customer ID. If your URL is https://app.hubspot.com/contacts/123456780 it may be saved as Hubspot123456780

Please contact your Sales Representative, Sangoma Support, or your Sangoma Partner for more information.

Additional Settings and Call Logging

• Access the Connector app as previously defined.

• Click the settings/gear icon in the lower right corner of the Connector app.

• There are 2 sections in the Settings window.

• Settings

• Call Logging.

Setting Screen pops - When this is turned on each inbound call will search for the calling number in a linked CRM or Web Application. (see item 2 in the description area) Click to Call - This is the extension linked to Connector. If you have more than one extension on your Business Voice account you can choose which extension you want to use with Connector. Link click to call - highlights telephone numbers and makes each one a callable link.

Call Logging To turn on or off CRM call logging, click the on/off switch to the right of the desired CRM tool. For more help on connecting your CRM to connector, see the Configuring Call Logging section below.

Configuring Call Logging

For a complete list of supported apps reference the Sangoma Connector Supported CRM & Web Applications article.

Call Logging means that if the calling party has a contact record in the linked CRM app, then all inbound or outbound calls will be logged in the applicable record.

By Clicking the On/Off switch next to the desired CRM,

• If Call Logging is currently turned on, Call Logging will be turned off.

• If Call Logging is currently turned off, the app will ask for your credentials and then start the integration configuration steps for the CRM.

Below you will find the configuration steps for each of the supported CRM tools.

Salesforce

Sangoma Connector will log calls that match a saved number on a Contact which is associated with an Account in Salesforce. It does not log calls to Leads. The Contact must be first converted to an Account.

Connect Salesforce to Connector

Tap the On/Off button next to the Salesforce option. The Salesforce login is displayed. Enter your Salesforce credentials. Click log In.
If you have not previously agreed to allow Connector access, the Allow Access pop-up is displayed. Review and if you agree, Click the Allow button.
The confirmation screen showing the CRM is connected to Connector is displayed. Click the OK button.

Disconnect Salesforce from Connector

To disconnect SalesForce from Connector: Tap the On/Off button next to the Salesforce option. When prompted to validate you want to disconnect the CRM, click the Disconnect button.

Redtail

Connect Redtail to Connector

Tap the On/Off button next to the Redtail option. The Redtail login is displayed. Sign in using your Redtail credentials. Click Sign In.
The confirmation screen showing the CRM is connected to Connector is displayed. Click the OK button.

Disconnect Redtail to Connector

To disconnect Redtail from Connector: Tap the On/Off button next to the Redtail option. When prompted to validate you want to disconnect the CRM, click the Disconnect button.

Zoho

Connect Zoho to Connector

Tap the On/Off button next to the Zoho option. The Zoho login is displayed. Sign in using your Zoho credentials.
If prompted for Two Factor Authentication, check your company security guidelines and proceed as required. If you do not want to turn on two factor authentication, click the Remind me later link in the bottom right corner of the Pop-up window.
After entering your credentials, the phone integration pop-up is displayed Click the Accept button.
The confirmation screen showing the CRM is connected to Connector is displayed. Click the OK button.

Disconnect Zoho from Connector

To disconnect Zoho from Connector: Tap the On/Off button next to the Zoho option. When prompted to validate you want to disconnect the CRM, click the Disconnect button.

Pipedrive

Connect PipeDrive to Connector

Connecting Pipedrive requires the Domain and API Token. To retrieve this info: Open your browser and Access your Pipedrive account. Tap on your User Profile in the top right corner. Select personal preferences. Tap the API option below the Personal Preferences. Click the Copy button next to Your personal API token.
Once you have retrieved the Domain and API Token: Click the Connector icon in the top right corner of the browser window. Click the Setting icon on the bottom right corner of the connector window. Under the Call Logging section tap the On/Off button next to the Pipedrive option. The Pipeline Domain popup will be displayed. In the API Token field paste the copied API Token retrieved in the previous step. At the top of the browser click in the URL field and copy the entire URL. In the Domain field in the Connector widow paste the copied URL. Click the Next button.
The user selection pop-up is displayed. Select a user. Click the Finish button.
The confirmation screen showing the CRM is connected to Connector is displayed. Click the OK button.

Disconnect Pipeline from Connector

To disconnect Pipedrive from Connector: Tap the On/Off button next to the Pipedrive option. When prompted to validate you want to disconnect the CRM, click the Disconnect button.

Hubspot

Connect Hubspot to Connector

Tap the On/Off button next to the Hubspot option. The Hubspot login pop-up will be displayed. Enter your Hubspot Username and Password. Click log In.
Enter the code Hubspot sent to you via emails Click the Log in button
Select the appropriate account. Click Choose Account.
The confirmation screen showing the CRM is connected to Connector is displayed. Click the OK button.

Disconnect Hubspot from Connector

To disconnect Hubspot from Connector Tap the On/Off button next to the Hubspot option. When prompted to validate you want to disconnect the CRM, click the Disconnect button.