The Callerdesk integration brings cloud telephony capabilities into your CRM — log calls, record conversations, and route inbound calls based on CRM data.

Setting Up Callerdesk Integration

  1. Log in to your Callerdesk account at callerdesk.in.
  2. Go to API Settings and generate your API Key.
  3. Copy the API Key and your Callerdesk Account SID.
  4. In CRM, go to Settings > Callerdesk Integration.
  5. Paste your API Key and Account SID.
  6. Click Connect.

Features After Integration

  • Click-to-Call: Call any CRM contact directly from their profile.
  • Automatic Call Logging: All calls are logged under the contact's timeline.
  • Call Recording: Recordings are stored and playable from the CRM.
  • Inbound Routing: Incoming calls are matched to existing contacts and assigned to the right sales rep.