How to configure Click to Call
Calling your contacts is an integral part of your sales process. To help you save time and reduce clicks when dialing, you can now set up Click to Call. Once Click to Call is configured, you will be able to click on any phone number in OnePageCRM and have it trigger a call or text message via your chosen call/VoIP provider.
Please note: You will need a separate account with a VoIP provider that supports a Click-to-Call feature. You can find suggestions here.
| In this article: | |
| What is Click-to-Call? | Make a call to a contact |
| Configure Call and Message | Send a Text Message to a contact |
| Examples of VoIP provider that include click-to-call feature |
What is Click-to-Call?
The Click-to-Call feature converts phone numbers within the CRM into clickable links in order to call or send a text message to a contact or organization with your connected VoIP provider.
Once connected, you can click on a phone number in the CRM, for example on the Contact Page, and initiate a call via the VoIP provider.
Note: Find a list of VoIP providers that include a click-to-call feature here.
Configure Call and Message
| Configure Call handler | Configure Text message handler |
Configure Call handler
Note: If you are unsure which option to pick, see here as well.
For a Custom handler, you need to fill in the protocol syntax
Notes:
- If you select Custom as your preferred call handler, you may need to contact your call service provider for the protocol syntax. You can find examples here.
- Each user needs to configure their own click-to-call feature.
- The browser and operating system settings can dictate the app that will be launched once you click on a phone number.
Select the call handler option
In OnePageCRM, you can select from the following call handler options:
| Call handler | Description |
|---|---|
| tel: | Default app/VoIP provider selected for your PC under the default settings. |
| WhatsApp (desktop app) | Select to configure the click-to-call feature with your WhatsApp account. |
| FaceTime | Select to configure the click-to-call feature with your FaceTime account. |
| Aircall | Select to configure the click-to-call feature with your Aircall account. |
| Skype for Business | Select to configure the click-to-call feature with your Skype account. |
| callto: | Default app/VoIP provider selected for your PC under the default settings. |
| sip: | Select to configure the click-to-call with a SIP-based VoIP app (e.g. Zoiper, Bria, 3CX). |
| Custom handler | Select to configure the click-to-call with a custom handler. |
Notes:
- We recommend saving contacts' phone numbers, including their international dialing code (country code). E.g., +353 for Ireland, +49 for Germany, +1 for the US.
- When selecting the Skype call handler, either the international dialing code (country code) for the phone number or Skype ID (e.g., Jill2010) is required.
Configure Text message handler
Notes:
- If you select Custom as your preferred text handler, you may need to contact your text service provider for the protocol syntax. You can find examples here.
- Each user needs to configure their own click-to-call feature.
Select the text handler option
| Text message handler | Description |
|---|---|
| WhatsApp (desktop app) | Select to configure the click-to-call feature with your WhatsApp Desktop App. |
| WhatsApp (browser) | Select to configure the click-to-call feature with WhatsApp Web. |
| Custom | Select to configure the click-to-call with a custom handler. |
Examples of VoIP provider that include click-to-call feature
If you are using a VoIP provider that is not included on the list below and you are unsure if they support click-to-call, please get in touch with their Customer Support to find out.
Make a call to a contact
Your default call app will open to complete the call.
Note: You can also initiate a call from the Contacts page directly by locating the contact → selecting the phone number → click on Call.
Send a Text Message to a contact
Open the appropriate contact → click on the downward arrow (<) to select Send message → the + Call option will open automatically.
Note: Text messages will not be stored automatically with your contacts in the CRM. We suggest leaving a note or a call note and selecting a call result.