Efficy

The end-user will get a pop-up on inbound calls. The pop-up provides deeplink to the CRM system

To configure the Efficy integration we need 2 bits of information

• Domain of the efficy environment

  API key

Ask the customer for the domain they use to log into Efficy. This is visible in the URL bar

Strip the https://and /crm. In this example the domain would be dstny.efficytest.cloud.

The Efficy administrator needs to create and API Key for the integration. This can be done in the Efficy Designer https://{Domain}/designer

• CLick on the keys > API keys

  

   

  Click the + top right

• 

   

• Enter the following information

  Name = VoIPcube

  User Account = Account of choosing by customer (minimal rights = contact read + search)

  Expiry date = Up to the customer. (Have the customer set a reminder on the expiry date)

  Allowed API’s = *

  Allowed API’s = * or 18.192.184.52 if the customer wants to use whitelisting

  Allowed Path = empty, so that every path is allowed

   

• 

• Click OK and save the newly generated API Key

  
  

• Assign the integration to the customer and enter the Domain and API Key

  

On inbound calls the matches are shown in a Pop-up which has a deeplink to the CRM.