Click 2 Call
What is Click2Call?
Click2Call is a feature that allows you to initiate phone calls directly from a CRM or web interface by clicking on a phone number. It eliminates the need to manually dial numbers, streamlining the calling process and reducing the risk of dialling errors.
How many types of Click2Call does PBX.IM offer?
There are 2 types that we offer:
1. Browser-Based:
This simple option lets you make calls directly from your CRM using your web browser. When you click a phone number within your CRM, a new tab will open in PBX.IM connecting you to the call. If you aren’t already logged into PBX.IM , you’ll be prompted to log in before the call is initiated. This option is quick and efficient for teams who prefer working entirely within the browser environment.
2. Backend
The backend option offers a more integrated solution once configured with your CRM. With this setup, clicking the call button automatically initiates a call to your preferred device whether that’s a web phone, softphone, or any SIP-enabled physical device. The admin can also restrict or trigger calls only from certain IP addresses using IP whitelisting for added security. This feature ensures that calls are only initiated from trusted networks, further protecting your communications.
How to configure the Click2Call for your PBX.IM account?
There are 5 steps you need to follow to configure Click2Call:
Step 1: Access your PBX.IM account and go to ''Settings''
Step 2: Under ''Settings'', click on ''General'' tab
Step 3: Navigate to the Integration Tab
Within the General tab, find and click on the Integration Tab.
Step 4: Select Click2Call integration.
In the integration section, click on “Add an Integration” and select Click2Call (C2C) from the dropdown menu.
Step 5: Choose the integration type.
A pop-up will open where you will see the 2 options available.
Option 1 – Browser Session:
If you choose this option, simply select it and click Save. This will enable the browser-based integration, allowing you to makecalls directly from your CRM using your web browser.
Option 2 – Backend Integration:
If you choose the Backend option, you will be prompted to generate an API key, which is required to configure the integration with your CRM. Once the key is generated, simply use it to complete the integration setup. The backend option also includes an IP whitelisting feature to restrict call triggers to specific IP addresses, ensuring that calls can only be made from trusted networks for added security.
Once you’ve generated and configured the API key, do not regenerate it. Regenerating the API key will break the integration, and the API will no longer work. If the API key is regenerated, you will need to reconfigure the system with your CRM using the new key. To avoid any disruption, make sure to keep the original API key intact after configuration.
Where can I view and manage my Click2Call integration?
Once your Click 2 Call (C2C) is configured in PBX.IM , you’ll be able to see your settings displayed under ''Enabled '' area, on the same page. You can quickly edit existing settings if needed, giving you flexibility as your needs evolve.
It will look like this:
Where can I find my Click2Call API key?
Once you select Backend Integration, an API key will be generated automatically. You can find it under your Click 2 Call integration settings.
Can I integrate PBX.IM with CRM?
Yes. PBX.IM supports CRM integration for Click2Call and other telephony features. If you find it difficult to set this up with your CRM, please contact our support team ; we're happy to help you get started.