5/6/2023 0 Comments Zoiper crm integration![]() ![]() When you next access or re-load the CRM, click-to-dial and auto-dial will now be functional. If the number rings your SIP account is connected correctly. To test the connection try dialing a number. This should complete the installation and configuration of Zoiper. Make sure that all check-boxes are ticked. Finally go to the “automation/integration” option in the menu hyperlinks. Please refer to your VOIP supplier for your SIP account details.Ĥ. Step 4: Outbound Calling - Configuring Zoiper for outbound V) Your install path may vary, so you will need to check that it is correct. Iv) Check to see the entry says C:\Program Files (x86)\attractel\zoiper\zoiper.exe dial_string="%1" Iii) In this directory right click on the registry entry and select “modify”. Ii) From the HKEY_CLASSES_ROOT, find the Zoiper subfolder and then open all the folders down the following tree - zoiper\\\\shell\\\command In Windows 8 swipe right and down to open the “charms bar” (or windows-key c) - select search and type in “regedit”. I) In Windows 7 and Windows 10 click “start” and then in the search bar type “regedit” and hit enter immediately. Although be aware that doing this incorrectly can cause problems for your Computer: If that fails we recommend calling our Customer Success Support team. I’ve done all of this, but when I click dial nothing happens - try reinstalling Zoiper. You will need to do this for hang-up to.ĥ. Before finish select “remember my selection option”. I’m using Firefox and when I click dial it asks me to select a default program this is completely normal - select zoiper.exe. Just click on the shield present in the address bar and enable the extension. ![]() I’ve got the latest version of Chrome but I still can’t dial - Chrome’s security is blocking dialing. Google Chrome is not up to date - CTI integration is only supported on the latest versions of Google Chrome. You should consider using Google Chrome or Firefox.Ģ. Using Internet Explorer - IE is not a stable platform to execute calling campaigns. There are several things outside of the system’s control that may prevent outbound calling functioning correctly. Step 3: TROUBLESHOOTING Outbound calling - System Configuration There should be no further set up necessary within the system. Repeat for all other users that will require outbound calling functionality. In the Hangup text box enter the command: zoiper://hangup=allĨ. In the Dial text box enter the command: tel:*telephoneĬ). In the Dialing Method drop down select: URL Schemeī). Clicking on this will bring you to the configuration options menu.Ī). Inside the tab you will see an option to configure the dialing method:ħ. From this menu select the “permissions” tab:Ħ. ![]() Select the user profile that you want to configure dialing for, and you will be taken into their profile options.ĥ. You will be taken to the following screen:Ĥ. Once you have logged in select the menu option, Setup > Users > User Profiles. First log into the system as a user with an access level of 100 (administrator).Ģ. The following must be done for each user and database area:ġ. The first part of this guide will look at configuring the system for outbound connection to Zoiper. Step 2: Outbound Calling - System Configuration When installing the FIVE CRM CTI suite please install everything including the. ![]()
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