Getting Started with Call Connector

Sign Up for ion8 Connect

Create an account at ion8 Connect.

Once registered, you will see a link on the home page to access your Call Connector dashboard.

The ion8 Connect dashboard home page, with a link to access the Call Connector dashboard.

Call Connector Setup Wizard

In the Call Connector dashboard, you will see a button that prompts you to set up your Call Connector service. Click on this button to launch the setup wizard.

Prompt in the Call Connector dashboard to set up your account.

If you prefer, you may skip this step for now, and set up your app connections manually in the "App Authorization" tab. The process for doing so will be outlined later in this article.

You will be prompted to connect a telephony app (such as RingCentral or Dialpad), and at least one Customer Relationship Management (CRM) or Case Management System (CMS) app. Once these apps are connected, you must navigate to the "Users" tab and assign licenses to your users.

Prompt to connect a communications (also known as "telephony" or "VoIP") service.

Prompt to connect your Customer Relationship Management (CRM) and/or Case Management System (CMS) apps.

You will be able to connect as many "target" systems (Customer Relationship Management (CRM) and/or Case Management System (CMS)) as you like. Call Connector will automatically deliver your telephony events to all connected targets. You will see the full list of available integrations in this screen. Please note that new integrations are added often, and the screenshot shown here may not be reflective of all the currently available integrations.

Once you have connected your apps, your initial configuration is complete. The next step is to assign licenses to your users.

Once you have connected your apps, you will be shown a screen indicating that your configuration is complete, with a prompt to set up your users.

Connecting Apps Without the Setup Wizard

If you prefer not to use the setup wizard, you may connect your apps in the "App Authorization" page instead. On this page, you will be shown a list of all the available integrations. In order to proceed with setup, you must connect at least one telephony/VoIP app, such as RingCentral or Dialpad, and at least one "target", which is a CRM or CMS app.

The "App Authorization" page in ion8 Connect.

Click on the app you wish to connect to open its authorization page. Follow the prompts to authorize the app connection.

Example of an authorization page. This prompts you to authorize Dialpad for Call Connector.

Once you have connected the minimum required apps (one telephony system and one target (CRM or CMS) system), you must assign licenses to your users.

Assigning Licenses to Users

This step is required in order to set up Call Connector. Events will not be logged for users who are "Unassigned".

If you connected your apps using the setup wizard, clicking on the "Next, set up my users" button will redirect you to the "Users" page. Otherwise, click on the "Users" tab in the dashboard. Here, you must assign at least one user to a license other than "Unassigned".

The "Users" tab, where you can assign licenses to your users.

Once you have at least one license assigned to a user, click on "Save Changes". This will begin the process of setting up your Call Connector account.

The option to "Save Changes" will appear after you have assigned at least one license.

Please note that if you have connected Clio, Clio Grow, Hubspot, or Pipedrive, and you have many thousands of contacts, the setup process may take some time to perform the contacts sync. This sync is required in order to allow Call Connector to efficiently and accurately match your phone calls, SMS, and faxes to your contacts.

Wait until your changes are saved.

The "Changes saved!" indicates that your changes have saved successfully.

Once your changes have been saved, Call Connector will begin automatically logging telephony event data to your connected CRM and/or CMS app(s) for all users who are assigned a license.

Required User Roles and Permissions

Please note that each integration has different requirements for the roles and permissions of the user who is authorizing the app for Call Connector. For example, the user connecting Dialpad must be a Company Admin within their Dialpad account. Read the documentation for the app(s) you wish to connect for app-specific requirements and information.

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