Smart Ping

By integrating SmartPing with Corefactors CRM, you can get intimation of Incoming Calls and initiate an Outbound call using our Click-2-Call feature & Auto Dialling, all from the Corefactors CRM interface. The seamless integration of a call with Corefactors CRM Contacts, Events & Tasks, saves agents from context switching and improves their productivity.

Overview

Help and Support

SmartPing Integration with Corefactors AI CRM

About SmartPing

Benifits of Corefactors Integrations with SmartPing

point_scan Follow-Up - Ability to create a new Task, Event, or Call as a follow-up after every Incoming Call.

Setting Up SmartPing Integration in Corefactors AI CRM

Prerequisites

point_scan In order to have a successful integration with the Corefactors CRM account, you must have SmartPing account.

How to set up SmartPing Integration in Corefactors AI CRM

point_scan Step 1: Login to Corefactors AI CRM (https://tw1.teleduce.corefactors.in/login/) through admin credential.
point_scan Step 2: Go to the ‘Integration Page’ from the menu.

point_scan Step 3: Select ‘Telephony’ category from the available category options.
point_scan Under ‘Telephony’ category, you will find below options for SmartPing integration:
point_scan Click on the connect button and enter the API URL, Token, Location Id, Campagin Id and Queue Id from MyOperator account

Note: Once the integration is completed, the button will change to a "Connected" status, indicated by a green color.

Know Limitation

point_scan On-Call Events: For both Incoming Call and Outbound Call pop-ups, the call events (like call answered, Ringing, etc.) will not be triggered. Hence, once the call is over, click on ‘Answered’ and do the subsequent action.
point_scan screen after 5 minutes of calls completed, in order to see the respective call recordings.
point_scan Missed Call Details: Missed Call Details will be available in Corefactors Dashboard only after 5 minutes. SmartPing is pushing the event in real-time. However, it's a limitation at Corefactors's end to validate the missed call per agent and then publish it.

To Disconnect SmartPing - Corefactors CRM Integration

In order to disconnect SmartPing Corefactors CRM Integration, please go to the SmartPing Corefactors CRM Integration interface and click on the ‘Disconnect’ button present on the integration page.