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CapsuleCRM Telephony Integration

Connect CapsuleCRM with Xinix telephony. View supported features, system requirements, and integration details.

System Characteristics

Application Information:

Manufacturer: Zestia Ltd
Application: CapsuleCRM – STANDARD
Market: Construction
Version: Using API V2

Other Information:

Operating System: Windows
Installation Options: Mandatory remote installation required.
Product: Go Integrator Nava

Supported Features (related to latest supported release)

Address Book Search
Click to dial via Communicator for Xinix
Click to dial via business application
Caller details preview
Manual screen pop
Auto screen pop
Automatic call activity logging
Manual call activity logging
Additional features
Integration with Notes
Related data

Note/Advisories

Please be aware of the following caveats. For Address book searching, you must add at least 4 numbers when searching on phone numbers.Also for international numbers stored in CapsuleCRM, please ensure that any international numbers are stored with the zero format rather than using the ‘+’ format.

If the integration supports caching, please note that cached integrations support up to 30,000 contacts. The live mode method would need to be used for larger directories. Performance will then be determined by a number of additional factors including network speed and application API specification.

Client Add-in
Controlled
Unite