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Overview

The Click to Call extension, also known as Click2Call, allows you to click on phone numbers found on web pages to initiate calls quickly. This extension integrates seamlessly with various softphones and provides screen pops in Salesforce and other CRMs.

The Click to Call CTI for CRM extension converts phone numbers on web pages into clickable links, enabling efficient dialing and integration with numerous CRMs and Service Desk applications.

Key Features:

• Integration Flexibility: Use the Click to Call CTI for CRM extension from your browser.
• SIP Device Compatibility: Works with any registered SIP device and the desktop or mobile version of Connect.
• CRM Integration: Automatically finds callers or contacts during active calls and displays relevant information (screen pop) in your web-based CRM.
• Support for Popular CRMs: Compatible with:
  • Salesforce
  • Zoho
  • Zendesk
  • Freshdesk
  • SugarCRM
  • Pipedrive
  • X2CRM
  • Vtiger
• Call Notes: Easily add notes for all incoming and outgoing calls directly in your CRM.
• Enhanced Communication: Combine Click to Call CTI for CRM extension with Connect for voice and video calls, instant messaging, and conferencing.

Installation Instructions

Browser Extensions

• Download for Chrome-based browsers: Click to Call for Chrome
• Download for Microsoft Edge: Click to Call for Edge

1. Click the Download Link: Use the links provided above to access the extension.
2. Add to Browser: Click on the “Add to Browser” button.
3. Confirm Installation: A pop-up will appear; click “Add extension” to confirm.
4. Extension Installed: Once installed, you will see the Click to Call icon in your browser’s extensions toolbar.
5. Enter Your Address: Input the address provided by your TELAIR support agent.
   
6. Log In: Enter your Connect username and password.
7. Save Your Settings: Click “Save” to finalize your setup.

Important: Ensure there is no red or orange alert on the extension icon. A green or no badge indicator means it is functioning correctly. Test your setup by clicking the extension and entering a test number to dial. This will ring your devices. Once you answer, it will continue to ring the desired number (auto-dials the number for you).

Conclusion

The Click to Call CTI for CRM extension enhances your workflow by allowing quick dialing from web pages and integrating with your CRM. Follow the above steps to install the extension on your browser and start making calls effortlessly.

TELAIR leverages multiple third-party platforms to deliver robust CRM integrations.