Connect and configure integration with Uspacy
Uspacy is a CRM system with modern tools for managing and controlling sales, organizing internal communication and company collaboration.
Integration of UniTalk telephony with Uspacy allows you to improve the quality of customer service and take your business to the next level.
To set up the integration, register or log in to your UniTalk account.
2. Go to the Integrations – API menu section and create an API key by clicking the button.
The key will be generated in the corresponding window.
3. Next, we set up webhooks to transfer information about calls to Uspacy.
3.1. Set up a webhook for a new call.
When you make a new call, a webhook is sent during call initialization. When information about an incoming or outgoing call is received by UniTalk, the specified webhook is sent to Uspacy.
To set up a webhook, click the “Add” button and fill out the special form to create a webhook.
Fill in the fields of the form:
3.1.1. Action – Send webhook
3.1.2. Name – New call
3.1.3. URL – https://unitalk.uspacy.app/unitalk_integration/v1/call_events/add
The link should be copied from the UniTalk settings window in the Uspacy personal account.
3.1.4. HTTP code – POST
3.1.5. Add HTTP header:
- Key – Authorization
- Value – paste the copied API key
3.1.6. Request body – The specified JSON. In the field below, copy and paste the following values:
{
"event": "CALL_NEW",
"call": {
"id": "{{CALL_RANDOM_ID}}",
"dbid": "{{CALL_DB_ID}}",
"from": "{{CALLED_FROM}}",
"to": [],
"outerNumber": "{{OUTER_NUMBER}}",
"direction": "{{CALL_DIRECTION}}",
"date": "{{CALL_START_TIME}}",
"utmSource": "{{UTM_SOURCE}}",
"utmMedium": "{{UTM_MEDIUM}}",
"utmCampaign": "{{UTM_CAMPAIGN}}",
"utmTerm": "{{UTM_TERM}}",
"utmContent": "{{UTM_CONTENT}}",
"googleId": "{{GOOGLE_CLIENT_ID}}",
"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",
"referer": "{{REFERER}}",
"comment": "{{CALL_META}}",
"source": "{{CALL_TYPE}}",
"meta": "{{CALL_META}}"
}
}Then click the “Save” button.
3.2. Set up a webhook for a completed call.
When you end a call, a webhook is sent when the call ends. Missed calls are unsuccessful, and received calls are successful.
To do this, click the Add button and fill out a special form to create a webhook.
Fill in the fields of the form:
3.2.1. Action – Send webhook
3.2.2. Name – Completed call
3.2.3. URL – https://unitalk.uspacy.app/unitalk_integration/v1/call_events/add
The link should be copied from the UniTalk settings window in the Uspacy personal account.
3.2.4. HTTP code – POST
3.2.5. Add HTTP header:
- Key – Authorization
- Value – paste the copied API key
3.2.6. Request body – The specified JSON. In the field below, copy and paste the following values:
{
"event": "CALL_END",
"call": {
"id": "{{CALL_RANDOM_ID}}",
"dbid": "{{CALL_DB_ID}}",
"from": "{{CALLED_FROM}}",
"to": "{{CALLED_TO}}",
"outerNumber": "{{OUTER_NUMBER}}",
"direction": "{{CALL_DIRECTION}}",
"date": "{{CALL_START_TIME}}",
"secondsFullTime": "{{CALL_SECONDS_FULL}}",
"secondsTalk": "{{CALL_SECONDS_TALK}}",
"utmSource": "{{UTM_SOURCE}}",
"utmMedium": "{{UTM_MEDIUM}}",
"utmCampaign": "{{UTM_CAMPAIGN}}",
"utmTerm": "{{UTM_TERM}}",
"utmContent": "{{UTM_CONTENT}}",
"googleId": "{{GOOGLE_CLIENT_ID}}",
"facebookClientId": "{{FACEBOOK_CLIENT_ID}}",
"referer": "{{REFERER}}",
"comment": "{{CALL_META}}",
"state": "{{CALL_STATUS}}",
"source": "{{CALL_TYPE}}",
"link": "{{CALL_AUDIO_LINK}}",
"meta": "{{CALL_META}}",
"cause": "{{CALL_END_CODE}}"
}
}Then click the “Save” button.
4. Configure the processing of outgoing webhooks so that the system sends data when call events occur. To do this, add the created webhooks to the “Call event processing (Outbound webhooks)” subsection of the “Integrations – API” section.
5. Assign users responsible for the lines. In order for several employees to work with telephony, you should configure separate SIP lines for each of them in the Users section. One SIP line can be configured per employee.
To do this, click the “Add SIP line” button.
Next, add a user by clicking the appropriate button.
To do this, enter your email, and the rest of the fields will open.
Next, you should specify the role, select the created SIP line in the list, enter the name and surname of the employee, and then generate a password.
Click the “Add” button. You are done! Employee is assigned to a SIP line.
The entered email and the generated password will be used to log in to the UniTalk Web Dialer extension for Google Chrome, and the extension number will be used to configure the integration in Uspacy.
The next step is to set up the integration in Uspacy.
The free UniTalk app is available in the Marketplace section of Uspacy.
6. To do this, install UniTalk in Uspacy. Click the “Get” button.
7. Go to the settings of the already installed UniTalk.
Next, enter the API key that was created in the UniTalk integration settings in the “Connection status” section.
After that, click the “Check connection” button.
The connection status should change.
The “Uspacy webhook” field does not need to be filled in, it is a service field, and its value was used when creating outgoing webhooks in UniTalk.
As a result of processing outgoing and successful incoming calls, leads will be created in CRM. Later, they can be processed and converted into contacts, deals, or companies.
When a call is missed from a known number, a case will be created in the contact or the corresponding company card. The choice of other entities will be available later.
For each employee in Uspacy, you should specify a separate line that was created in UniTalk. To do this, click the “Add” button.
In the Employees field, select the appropriate employee. To speed up your search, start typing a name.
In the Extension number or line value field, enter the SIP line for which the specified employee is responsible and which was created when setting up UniTalk integration.
Save the settings by clicking the checkmark.
To make calls to customers, you don’t need to install any third-party apps on your devices. A special extension in Google Chrome allows you to receive incoming calls and make outgoing calls on any Google Chrome page.
To do this, find this extension in the Chrome Web Store. In the search bar, start typing its name – UniTalk Web Dialer.
Another option is to add it to Google Chrome by following the link.
Done! The extension is active in your browser.
Next, enter the email and the generated password that were used to assign the SIP line managers. Click the “Login” button.
Congratulations! Now you can work with UniTalk telephony in Uspacy, make and receive calls from customers.
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