Altegio and Cloud PBX Integration Instructions

1. In your Altegio account in the upper left corner please find Locations and Chains. Select the network for which you want to set up integration and go to the Telephony section. Copy the telephony token.

2. Open a new browser tab and go to your Cloud PBX personal account. In the Settings section, select CRM Integration and find the Altegio widget. Click Connect.

3. In the window that opens paste the token copied from Altegio into the corresponding field. Click Connect.

4. In your Cloud PBX personal account you will see the “Settings have been saved” message. After that the options of the installed integration will open. To finish the setup, click Close at the bottom of the screen.

5. A checkmark and a gear icon will appear in the list of possible integrations in the Altegio widget. This means that the integration has been successfully installed.

6. Go to Altegio. After the setup is completed, additional sections will appear in the Telephony menu in your Altegio personal account: Integration, Routing, Routes and Calls. The integration status will change to Connected.

7. Go to the Routes section and make sure that Route for all users is selected, which is where the call will go. To view and change the settings, click the Edit button.

8. By default, all the call history for the route will be saved in the Chain call history. You can select where exactly to save the call history for the route:

• Call history of the chain and all locations — the call pop-up window will appear in all branches of the chain. The call will be visible in all branches in the Overview — Calls section.
• Call history of the chain and notified locations — the call pop-up window will appear in the branches that will be selected for this route.

9. After setting up the route, link it to the phone number / telephony subscriber ID where calls should be received. To do this, go to the Routing section. You will see the message: “The chain don't have routing rules yet” Click the Add a rule button.

10. In the field that appears, specify the type, identifier and route of the call (by default, it will be Route for all users).

In the Identifier field specify:

• either a phone number to which customer calls should go, in the 490000000000 format (without a plus, brackets, hyphens, spaces and other symbols);

• or a telephone subscriber identifier if in the operator's personal account there is an automatic replacement of the phone number with a specific employee’s extension number.

To add a new rule, click the button in the upper right corner. An empty line will be added at the bottom of the list. Enter the phone number and route there.

11. Click Save. If you did everything correctly, Altegio will show you the “Settings have been saved” message. If you accidentally click Save again, the system will warn you that you cannot use combinations with this phone number again, i.e. one phone number can only be used in one route.

Done! Now you have access to all Altegio integration capabilities.

If after the setup no calls appear in the CRM, the following mistakes may have been made:

• Extra symbols in phone numbers.
• The phone numbers in Altegio routing and in the Cloud PBX personal account do not match.