skype for crm empowering ConvergeHub CRM with Group and Solo Calls

Skype Call – ConvergeHub Integration

Integrate with Skype to make phone calls from ConvergeHub CRM

DocuSign Features

Skype Call Features

By integrating Skype with ConvergeHub make Skype phone calls to your contacts directly from ConvergeHub CRM with just a click.

convergehub integration

Quick call from the listing page

Make Skype calls to your contacts, leads, and accounts directly from ConvergeHub CRM with just a click. Once the call is completed you can add call disposition which will be directly associated with the lead, or contact, or account.

Call history

Call history is displayed as soon as a call is completed. After reviewing the call disposition, you might want to add the lead to a particular list for an email campaign or plan a sales process for maturing the lead into an account for better conversion of an opportunity.

convergehub integration

Setting up Skype Call Integration in ConvergeHub

1. Navigate to “Skype Call” or simply search “Skype Call” in App Store

ConvergeHub CRM offers a plethora of apps in our App Store, which supports third-party integrations with the CRM. The App Store is the place where we keep on adding third-party apps that help in making seamless collaboration with other necessary business tools. To enter App store you need to click on “Admin Settings” under your user profile and then enter App Setup, which shows the App Store.

convergehub integration
convergehub integration

2. Click on the Skype Call App setting for the requisite setup

For seamless integration with Skype click on the Settings button, this will open up a pop-up. If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.

3. Download the Skype plug-in and Input the Skype credentials in the plug-in

Quickly download the Skype app from Microsoft plug-in store and install on your system. Once the installation is completed, run the Skype application and login using your Skype credential. After this, you are all set to go and use Skype calling feature through ConvergeHub CRM now.

convergehub integration
convergehub integration

Optional: If you have multiple dialer solutions, then Skype Call can be set as default

For multiple dialer solutions activated in your ConvergeHub account, at the time of making any new call a pop-up comes up for selecting the default calling application. (If you have a pop-up blocker in your web browser, then allow the pop-ups from ConvergeHub.)

Skype Call Integration How-To

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