Instructions for connecting and configuring UniTalk and CRM Perfectum integration

Publication date: 22.02.2023

CRM Perfectum is a Ukrainian CRM system that is suitable for running any type of business in order to automate all processes.

To set up integrationCRMPerfectum with UniTalk IP telephony, you need to go to the “Settings” path -> Configuration > Telephony > Unitalk”.

Instructions for connecting and configuring UniTalk and CRM Perfectum integration

Step 1. The following parameters are available to configure the module:


To set up Unitalk IP telephony, follow these steps:

It is important to remember that you can use any name for the webhook, and when copying the “URL to receive data during the call”, make sure that there are no extra spaces in the address.


Step 2. After that, open the sidebar, select the Integration section, and open ARI.


Step 3. Next, click the “Create API key” button, copy the key and paste it into the “UniTalk APIKey” parameter in the UniTalk settings.


Step 4. Next, find the section “Call event handling (Outbound webhooks)” and select the previously created webhook.


Step 5. Customize employee extensions. Open the sidebar and select the Users section.

Click the “SIP Settings” button, configure by copying the “SIP line” number and paste it into the employee’s profile.

Step 6. Add SIP lines to the employee profile.

Follow the “Settings” path-> The company > Employees”, open the employee’s card and in the “Extension number” field, enter the extension number of the corresponding employee. After that, click the “Save” button.
When using Unitalk telephony, it is important to disable any other telephony on your system. To do this, go to the Settings section > “Configuration” > “Manage modules” and disable other telephony using the switch so that they are not active when using Unitalk.
To set up an alert during an incoming call, you need to configure Push notifications. After setting up, make sure you have notifications enabled in your browser.

Want to become a UniTalk client?
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