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CRM

Integrated with ConVox

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Introduction

Integrating Sell.Do CRM with ConVox brings seamless call management and real-time lead engagement for real estate and customer-centric businesses. This unified setup enables efficient handling of customer communications and automates essential workflows for agents, resulting in faster response times and better conversion rates.

Basic Integration (Functionalities)

lead popup-01

Lead Pop-Up:

Instantly presents lead details on incoming calls by matching caller numbers with Sell.Do records, enhancing agent preparedness for every conversation.

post call cdr update-01

Call Updates:

Automatically logs call data such as duration and call recordings directly into the lead activity history, supporting accurate tracking and compliance.

Click-to-Call:

Empowers agents to place outbound calls directly from Sell.Do lead or contact records using virtual numbers, simplifying outreach and process flows.

Widget-Based Features

lead pop up-01

Call Handling Widget:

Embedded telephony widget that manages inbound/outbound calling, conferencing, call transfers, break management, and more, all accessible from within the CRM interface.

Single Sign-On (SSO):

Agents can securely access the widget and call features using unified credentials, streamlining daily operations and improving security.

Advanced Integration (APIs)

Login/Logout:

APIs authenticate agents, log them in or out of ConVox CCS using token-based secure access, and update availability in real time.

Click-to-Call:

One API command from CRM or custom interface initiates outbound calls using virtual numbers for streamlined dialing.

End Call:

APIs terminate active calls and trigger post-call workflows, syncing the disposition via WebSocket for accurate logging.

Call Status:

After every call, APIs send detailed status updates including call time, mode, talk time, DID, disposition, and recording file location.

Data Upload:

Bulk upload API enables rapid import of lead/contact data for call campaigns, supporting efficient dialing modes.

Conference, Transfer, Hold, Barge-In:

A comprehensive set of APIs manage complex call scenarios such as conference start / merge, transferring calls to agents / processes / queues, hold / unhold, barge-in, and whisper functions, ensuring enterprise-grade flexibility.

Prerequisites & Integration Steps

Client Side Integration

Widget-Based:

CRM technical team embeds the ConVox widget URL into the Sell.Do interface, configures CRM email ID to map with agent ID, and verifies SSO setup.

API-Based:

CRM team receives API documentation and keys, configures endpoints for click-to-call, call status updates, agent login/logout, and performs necessary field mapping in CRM for secure, automated data flow.

System Requirements

Active hosting on a public domain secured with SSL certification (HTTPS)—critical for both widget and API integrations.​

Sufficient server and network-level prerequisites must be enabled (for on-premise or hosted deployments).​

Outbound access to Salesforce or third-party systems should not be restricted by firewalls or proxy settings.

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    Required Open Ports

    Purpose Protocol Ports
    HTTP Web Server TCP 80
    HTTPS Web Server TCP 443
    Asterisk WebSocket TCP 8080, 8088, 8089
    RTP Media Ports UDP 10000–65000
    SIP Signaling UDP 5060
    Asterisk Manager TCP 5038

    Proper configuration and firewall rules are mandatory for uninterrupted telephony and CRM communication.

    Integration Steps

    Share the ConVox widget URL with the CRM team.

    CRM integrates the widget in Sell.Do; agents log in using mapped credentials.

    After login, Websoft Phone registers automatically.

    Agents manage calls, breaks, and report disposition via widget dashboard.

    CRM team configures endpoint URLs and consumes API documentation.

    Token-based authentication (secure token API) is used for agent login/logout and other operations.

    Widget or custom interface calls APIs for click-to-call, call status, disposition, and advanced features (hold, transfer, conference).

    CRM maps lead/contact activity fields to corresponding API outputs.

    Widget-Based vs API-Based Content

    Focus on embedded user interface, real-time agent controls, daily workflow management (breaks, calls, disposition, reporting), and streamlined onboarding via SSO.

    Emphasizes deep integration, automation, and process flexibility by leveraging RESTful endpoints for advanced operations (batch upload, conference, hold/unhold, transfer, agent management) as detailed in the API documentation.

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