Automatically log call information, recordings, and transcripts to your CRM. To set this up, do so in 3 easy steps.

STEP #1

Click on the GEAR icon in the top right corner of the App, and scroll down to "APPLICATIONS". Here you will see two settings for automatic CRM call logging.

STEP #2

Click on the "LOG CALLS AUTOMATICALLY" drop-down menu, where you will have 4 options.

  • NO (This will avoid any automatic logging. You may still manually log calls)
  • CALL EVENTS (This will simply log the call duration, time, and date)
  • CALL EVENTS + AUDIO LINK (This will log call events, plus the audio recording of the conversation)
  • CALL EVENTS + AUDIO FILE (This will be available soon; allowing you to send the audio file itself (Not a link), to be sent to your CRM.

STEP #3

Click on the "NOTES LOCATION" drop-down menu. This will determine where you are logging your call events, in your CRM.

  • Call Logs (Also may be referred to as Activity History)
  • Notes (May be referred to as Notes & Attachments)
  • Custom Location (Coming Soon. Will allow you to self-direct, into your connected CRM, which field you would like to direct call logs to).

Below is an example of both Call Logs/Notes section of a Salesforce CRM, where Productive Calls are logged to.

That's all. Your calls will now be logged to your connected CRM automatically.

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