Integrate CRM with SALESmanago

SALESmanago is a modern tool for marketing automation and sales. It allows, among others:

  • sending emails and newletters
  • identify and monitor vistors to multiple websites
  • automate your marketing by setting rules for keeping the system and sending personalized e-mails and SMS

Livespace CRM allows you to integrate with SALESmanago and take advantage of all the advantages of modern CRM and Marketing Automation.


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iCal – Google Calendar, MS Outlook integration

Livespace CRM tasks can be integrated with other apps which support calendars in formats such as iCal or RSS. This way, you can display Livespace calendar in Google Calendar, Outlook or any other app compatible.


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Gravatar integration

Gravatar is a service allowing you to link an email address with a photo or picture users avatar. Livespace has the option to turn on the integration with Gravatar. If the avatar is found for any of your contacts, it will be automatically used instead of the default blank image visible on its profile and on the contact list. Of course you can still set your own contact avatar for a given person.

If you want to turn on integration with Gravatar, go to the Account settings and click on the Gravatar logo in the Integrations and add-ons tab. Then, press Please turn on avatars in Gravatar to activate the integration.

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The number of displayed avatars obviously depends on how many of your clients use the services and set the appropriate pictures for their email addresses.

One thing is certain – the contact list with photos looks much better 🙂

Google Chrome integration

Livespace CRM plugin for Google Chrome allows you to add new contacts and deals quickly and directly from your browser. You can download our plugin from Google Store, here: chrome-social-contact.


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Dropbox integration

Livespace gives you a possibility to both upload files from the computer on which you are working, and use the files you keep in the Dropbox (http://www.dropbox.com). In the first case (uploading from your disc) selected files are placed in the Livespace server and you can access them at any time. In the second case (Dropbox) only a link to the file from Dropbox is stored in Livespace, so if you delete a file from Dropbox, it will be no longer available in Livespace, too. Read more

Prześwietl.pl integration

After you integrate Livespace CRM with Prześwietl.pl, you will be able to quickly complete the information about your potential customers, completing all the data by reference to their tax identification number (NIP) or company registration number (REGON). With only one click!

Important: this feature is available in the Polish version of Livespace only!

Filling company details automatically

When you add a new company to Livespace, start with typing in its NIP number. You will see the icon that will allow you to download further company details from Prześwietl.pl database.

Clicking on the icon will automatically download the address and corporate information. The name and address details of the company will fill out automatically. Now you can approve it with the Save button.

nipnip

How to activate or deactivate the integration?

The integration is enabled by default. To turn it off or restart, go to the Account settings > Integrations and add-ons > Prześwietl.pl and select the proper settings.integra

 

How to add contacts from Prześwietl.pl to Livespace?

Using our plug-in for Google Chrome you can save your contacts directly from Prześwietl.pl to your Livespace CRM. Just go to the profile of the chosen company. The icon to add the company to Livespace will appear in the address bar.en

If you need more information about our Google Chrome plug-in, read this article.

List of integrations

Livespace can be integrated with various tools and solutions. Below, you can find detailed information about the available integrations.

  • SALESmanago – a tool that lets you tap into the power of marketing automation and allows to take more marketing actions.
  • iPresso –  a tool for maximising the communication potential in all facets of client contact.
  • Datera Call-eX – a telephone switching system (IP-PBX) for offices and the telemarketing industry.
  • Landingi.com – a tool for creating various landing pages that help manage the acquired leads.
  • Google Chrome add-on – a Google Chrome extension offering a quick way to add a contact.
  • Prześwietl.plbusiness information and verification. Get all the information about your potential business partner gathered from various sources and shown together in one place.
  • Dropbox – a file sharing service.
  • IMAP – a protocol that allows for email account integration.
  • Gravatar – pictures/avatars of clients auto-assigned based on their e-mail address.
  • iCal – Livespace calendar in Google Calendar and Microsoft Outlook
  • RSS access to Livespace notifications and activities in RSS format.

Livespace also has API that allows you to quickly integrate other tools and applications used in your company. Read more about that here.

 

Landingi.com integration

Landingi.com is a very friendly service that allows you to create perfect landing pages with a simple visual editor. By integrating it with Livespace CRM, the information (records) entered into the landing page forms are send directly to Livespace. If you want to integrate it, just copy the API keys from your Livespace account to the settings form on the created landing page.

Where to find the Livespace API key

To download the API key, log in to Livespace and go to the Account settings > API.

On the right side, you can find a list of people in Livespace and their API keys. To enable adding new contacts on behalf of a specific person, display and copy the API data for this person. These are two parameters: API key and API secret. They will be necessary to carry out the integration with Landingi.com

api

 

Integration with Landingi.com

To connect a landing page to your Livespace account, log in to Landingi.com and go to the editing form of the specific pageThen, when you see a form intended for entering data, select Edit option to determine where the saved information should go.

landingi-edit

 

From the menu on the left select Settings taband then, in the Sending method field, choose Livespace. Complete the three parameters necessary for the proper integration:

Name of your Livespace instance the address you use to log in to Livespace, but without the “http://” or “.livespace.pl” part (for example, in the case of “http://demo.livespace.pl” it will be simply the word: “demo”)

Your API Key – that you previously copied from Livespace

Your API Secret – that you previously copied from Livespace

landingi-forms

After completing the form, confirm the entered information and go back to your landing page edition. From now on, your obtained contacts will be saved directly into Livespace CRM.

Landingi.com will also match the content of the landing page form fields to the proper fields in Livespace, depending on the selected type of a form.

 


Worth knowing:

  • If the information from landing pages is not saved, make sure you correctly copied your API key and API secret – for example, check whether there are any adjacent spaces before / after the keys you typed into the form.
  • Currently, the integration requires you to select a user on whose behalf information will be added to Livespace. Our API is still being developed and we plan to introduce more freedom and flexibility here. But at present you need to use the API of a specific user, so the added contacts will be marked as added by them.

 

Datera Call-eX integration

Integration of your Livespace account with Datera Call-eX VoIP system allows you to easily record your calling history. In the history of the given contact, you will find information about all the performed conversation. You can listen to it, as well as download the recordings of conversations. The integration also allows you to call the customer with a single click, without having to dial a number and allows automated display of a given customers profile when you receive an incoming call.
In this article you will find:

Recording the history of calls on customers profile

Integration with CalleX allows you to automatically record the conversation history on a contact’s profile. If you call a customer with active VoIP, or if a customer calls you, this information automatically appears in the history of your contacts with this customer, as the new post on the wall.

Recording the history of calls on the user profile

In the same way, as it does in the case of a customer profile, history of incoming and outgoing phone calls is presented on each Livespace users profile. The specific icon of a person visible by the post depends on who performed the data connection (client or user).

Filtering the types of posts by calls

Starting the integration with Datera brings up a new filter on the contact wall  Phones. It allows you to quickly show only the alerts related to the call history.

Listening to recorded conversations

If you have Datera subscription allowing you to store conversation recordings, you can listen to them quickly by going to a given profile in the Livespace contacts history.

By default, saved conversations are not stored in Livespace, so they do not take your disk space. Saving them to CRM takes place at the time of your first attempts to listen to it. You can also download recordings in MP3 format.

Information about incoming calls

In Livespace, you can display information about incoming calls with automatic matching the contacts by its phone number. Clicking on the message opens the contact profile and allows you to familiarize yourself with the history of contacts (eg. emails, notes) with the given customer. It also gives you the access to additional information that may be helpful during a call.

For the proper use of this feature, you need to configure the CTI Styk service in the Datera CalleX settings. Then, you need to introduce the CTI Styk information to Livespace settings.

Executing a call from Livespace

Having the active Datera integration you can quickly make calls to customers from the CRM system, without having to dial a number on the keypad or using additional application supporting VoIP.

Clicking on a phone number in Livespace displays a question on making a phone call. If you confirm that you want to make a call using Datera CalleX, the connection will be established.

First, the telephone number linked to the specific Livespace user calls. After picking up the handset you will be connected to the chosen Livespace number. If the specific Livespace user has several phone numbers, he will be able to choose from which the call is to be made.

Statistics of executed calls

Launching integration with Datera allows you to automatically count the number of dialled calls and to take them into account in statistics. Call statistics are available in the Statistics tab, in Activities section.

Call list

The list of all conversations with the numbers of your Livespace users can be found in the Notifications > Calls.

List of conversations shows the calls from all phone numbers added to Livespace. It also gives you the possibility to quickly filter the conversations, so that you can find only those ones that are really interesting to you.

You may also find conversation with the numbers that are not assigned to any contact on the conversation list. Such talks can be quickly assigned to the existing contact on the list, with simultaneous completing it with a phone number or creating a new contact.

How to run the integration?

To configure the integration with Datera: 

  1. Go to the Account settings 
  2. Click Integrations and add-ons > Datera section in Livespace.
  3. Choose the option Connect your existing Datera Call-eX account.

In the Account information section type login information for the Datera panel:

  • Login
  • Password
  • Domain name or IP address

In the Settings tab, you need to activate integration and customize settings to your needs. This is where you can make a decision:

  • Do you allow making a connection after clicking on the number in Livespace?
    (turning it off will make it not possible to make a quick call from Livespace)
  • Do you want to download the history and call recordings from the Datera archive?
    (turning it off causes that the history of conversations is not recorded in the Livespace contact history)
  • Do you want to see notification of incoming calls in Livespace?
  • Who have the permissions to see conversation history?
    (everyone, or the persons executing the connection and Livespace managers only)
  • Do you want to record in the history only these conversations that lasted longer than a certain number of seconds?

The last step is to assign numbers to the individual Livespace users. You will need to enter the phone number and Datera SIP login for every single user.

iPresso integration

Livespace allows for a two-way synchronization of your contacts with iPresso and iPresso Express.

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Information from CRM on your mobile device and email client

By using RSS feeds you can be informed what is new in your Livespace by any RSS reader computer, mobile phone or tablet. Read more

API – documentation and information

Livespace API allows you to integrate Livespace with many external applications – you can do it on your own, or in cooperation with our support team.

In this article you’ll find:

API capabilities

Livespace API allows for the fully automatic addition of the new contacts that filled out the registration/contact form and send it to the CRM system.

In practice, this usually means performing the activities such as:

  • Filling in the contact form
  • Leaving the data on the website
  • Setting up an account in SaaS – type application
  • Automatic addition of a deal after making a purchase in the online store
  • Supplementing the information about contacts from another system used in the company

After integrating the used registration/contact form with Livespace, your data will go straight to Livespace CRM, with regard to the proper origin of the contact. Livespace API is available free of charge for each user account.

Documentation

Detailed information about the API can be found in the Documentation.

SDK for PHP

To make it easier to communicate your applications with our API, we prepared SDK for PHP. Using the SDK you can easily communicate with the API, focusing on the performance of specific activities rather than on the details of communication and data exchange.

To obtain the SDK library, please contact us using the address: support (at) livespace.io