SuiteCRM Integration

Intulse's SuiteCRM integration merges your phone with your CRM (customer relationship management). Any screen in the Intulse Dashboard that would normally display a simple phone number automatically searches the caller ID within SuiteCRM and returns any customer records that match. For example, when someone calls you instead of displaying the caller id you'll see the name of the person as it appears in Redtail and can click on the name to launch their account within SuiteCRM. You can quickly add call notes to a customer's activity details, the note will automatically contain all the basic information about the call such as start time, duration, direction (inbound/outbound), and if the if the call was recorded, a link to the recording.

To experience the integration between Intulse and SuiteCRM you will need to use the Intulse Dashboard App.

Connecting SuiteCRM to the Intulse Dashboard

This guide assumes that you already have the Intulse Dashboard on your favorite device and that you are already logged in. If you need help getting into the Dashboard click here to learn more.

Intulse Dashboard Profile SuiteCRM Settings

  1. Click the Profile icon on the left menu, then click SuiteCRM in the Profile menu
  2. Enter your SuiteCRM username and password
  3. Admin's Only Optionally, you can enter a default username and password for your organization that will be used when interacting with SuiteCRM if a user has not logged in themselves.
  4. Admin's Only Required Enter the base URL of your SuiteCRM instance. (e.g. https://crm.myorg.com)
  5. Save your changes

For more information about SuiteCRM, check out their website!

Rev. Apr 20, 2018