The creators of the cloud dialer platform FONREACH have built an integration between their platform and Less Annoying CRM. By granting FONREACH access to your Less Annoying CRM account through the LACRM API, FONREACH’s tool will be able to log activity from your FONREACH account to your LACRM automatically, including entering notes about calls and setting tasks.
This tutorial will explain how to link your FONREACH account to Less Annoying CRM. Before we dive in, a couple things to keep in mind:
Turn on the Integration in FONREACH
Before doing anything else, you’ll need to enable the integration in your FONREACH account. Go to “System Settings” in the menu bar at the top of the page and choose “External Applications.” On the External Applications page, choose the “Less Annoying CRM” tab:
Toggle the switch to enable the integration:
Next, you’ll need to fetch your User Code and API Token from Less Annoying CRM. Log into your CRM account and mouse over “Settings” at the top of the page. Choose “View all settings options” and then click the option near the bottom of the page that reads Developer API. Once on this page, click “Generate a new API Token.” Copy and paste the User Code and API Token into the corresponding fields in the FONREACH interface.
REMINDER: Your API Token should be treated like a password, and you should only share it with systems that you trust. Systems with your User Code and your active API Token can view and modify all of the data in your CRM account.
Create your LACRM users in FONREACH
On the in the CRM, find the section that says“User Ids”(this section will only appear if you have an active API Token). In this section, each user on your account will be shown along with their unique UserId.
Open FONREACH and navigate back to the page for the integration’s settings (System Settings > External Applications > “Less Annoying CRM” tab). In the “Less Annoying CRM users” section, find the “Add CRM User” button:
Grab the name and unique ID from the CRM settings page and enter them into the appropriate fields in the FONREACH interface. Click “Save Settings” and you should see a message telling you that that user from your CRM has been added to FONREACH:
There are a number of other steps you might need to take in FONREACH to finalize the setup of your Less Annoying CRM integration, including:
Once you’ve got these settings finalized, call types of your choosing will log to LACRM and create notes and tasks for various types of call activity. A successfully logged call activity might look something like this in your LACRM account:
For full instructions on how to finalize these FONREACH integration settings, please see the tutorial offered on FONREACH’s website.