The XCALLY-Freshsales integration automatically converts XCALLY calls into Freshsales Activities.
XCALLY Motion, omnichannel contact center solution, provides the integration with Freshsales.
Your contact center agents, logged both in Freshsales and in XCALLY Motion, will get the Freshsales Activity automatically created and assigned for each outgoing/incoming call, when the trigger conditions are met.
This will improve agent experience!
The Activity will be populated with useful information and displayed to the agent in the Freshsales environment.
In particular this integration offers a complete insight about:
• The Caller and his information
• The agent
• The Call Recording
Follow the instructions and in few steps you will benefit of this powerful integration!
The integration is easy to configure in the XCALLY Motion admin section:
1. Create the integration account, inserting the details of your Freshsales Administrator Account.
2. Create a configuration for the account, to design the content that will be shown in the Freshsales Activity.
3. Create a trigger to define when the integration works (for example for Queue Sales calls, when call are answered).