1 CRM

1. Configure the Contact Sync

https://documentation.allocloud.com/en/business-telephony/contact-sync-intro/

2. Configure the Phone Companion

Receive notifications on incoming calls and make outgoing calls using click to dial with the Phone Companion.

For the installation of the Phone Companion please refer to our specialized website: https://phonecompanion.cloud

Configure your Phone Companion to display a link to the detail screen of a contact on an incoming call from a known phone number, and/or add a link to create a new contact in your CRM or other cloud application.

3. Detail link for Phone Companion

• Contact detail link:
  https://your_sub_domain.1crmcloud.com/?module=Contacts&action=DetailView&record={from.remoteId}
• Add new contact link:
  https://your_sub_domain.1crmcloud.com/?module=Contacts&action=EditView&record=&list_layout_name=Browse