Integracja CRM z SALESmanago

SALESmanago to nowoczesne narzędzie do automatyzacji marketingu i sprzedaży. Pozwala m.in. na:

  • wysyłkę mailingów oraz newsletterów
  • identyfikowanie i monitorowanie osób odwiedzających naszą stronę internetową
  • automatyzację marketingu poprzez ustalenie reguł zachowania systemu i wysyłkę spersonalizowanych wiadomości e-mail oraz SMS

Livespace CRM pozwala na integracją z SALESmanago i wykorzystanie wszystkich zalet, jakie daje nowoczesny CRM oraz system 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 the 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, so that 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 to 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 Integration tab. Then, press Activate to activate integration.
gravatar

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

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

kontakty

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 the 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 disk) selected files are placed on 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 not 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, complementing all the data by reference to their tax identification number (NIP) or company registration number (REGON). With only one click!

 

Automated refilling the company details

When you add a new company to LiveSpace, start with supplementing its NIP or REGON number. You will see the icon to download the further company details from Prześwietl.pl database on the right to the entered company number.

przeswietl-i-livespace-crm

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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 serwis that allows you to create perfect landing pages with simple visual editor. By integrating it with LiveSpace CRM, the information (records) entered to the landing page forms are getting 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.

Obtaining 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 having LiveSpace accounts 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

 

Jak pobrać dane API z systemu crm?

 

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, being on its special form intended for entering data, select Edit option to determine where the saved information should go.

Integracja Landingi.com i CRM

 

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://” oraz bez “.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-com i livespace crm - ustawienia

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

Landingi.com will also match the content of the landing page form fields to the proper fields in LiveSpace itself, 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 him.

 

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.

Recording the history of calls on customers profile

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

datera_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).

datera_user

Filtering the types of posts by calls

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

datera_wall_filtry

Listening to recorded conversations

If you have the 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.

datera_wall_nagranie

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. e-mails, notes) with the given customer. It also gives you the access to additional information that may be helpful during a call.
 datera_powiadomienie

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 the handset you will be connected to the choosen 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.

datera_makecall

Statistics of executed calls

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

datera_stats

Call list

The list of all conversations with the numbers of your LiveSpace users can be found in the Communications tab in Datera.

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.

datera_lista

You may alfo 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.

datera_przypisz 

How to run the integration?

To configure the integration with Datera, go to the Account settings > Integrations and add-ons > Datera section in LiveSpace.

datera_ustawienia

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

  • Login
  • Password
  • Domain name or IP address

datera_form1

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 has 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?

datera_form2

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.

datera_form3

Information from CRM on your mobile device and e-mail client

Taking advantage of 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