How to interface CallFire’s Cloud Call Center with your web-based CRM
Do you use a hosted-CRM utility? Do you use CallFire’s Cloud Call Center? If your answer is ‘Yes’ to both of these questions, your CCC agents might benefit from a link to your CRM platform, directly within the CallFire Agent Popup screen.
- Export the necessary data from your web-based CRM. If you are unsure how to do this, search for “Exporting leads to Excel” in your web-based CRM’s FAQ or Help section.
- Be sure to include the unique ID for each customer as one of the items
- Once you have exported the list to excel, you must turn the leads into unique urls
- To do this, first copy-paste the piece of the URL that precedes the customer’s unique ID (in most cases, this should be the same URL each time) in a blank field in excel
- In the blank row to the right run the following command script: =(X2&Y2), where column “X” is the column where the URL appears and column “Y” is the column where the unique ID appears. This will combine the items in each of those columns so that the resulting piece will now appear as the unique URL with a link to that customer’s profile in theCallFire agent interface.
- To do this, first copy-paste the piece of the URL that precedes the customer’s unique ID (in most cases, this should be the same URL each time) in a blank field in excel
4. Upload the list to an existing Cloud Call Center campaign or create a campaign for this list of contacts.Before making phonecalls, make sure that you have already logged into your web-based CRM account. This will prevent the link1 tab from taking over the CallFire agent interface when you click on it.











