AgencyBloc CRM Integration

Owned by Eric Ronhovde
Last updated: Apr 22, 2021 by Anthony Perish

Description:

Once configured, the Audian integration with AgencyBloc allows for all incoming and outgoing calls on the Audian hosted system to generate desktop notifications.  These notifications include contact information queried from the AgencyBloc CRM, a link directly into the corresponding CRM record, as well as automated addition of actions detailing the call history. 

This article will show you how to do the following:

  • How to setup AgencyBloc CRM within the Audian CRM Integration tool

Methods:

 Download and Install

Please see the download and install instructions on the main CRM Integration parent page.

 Setting up AgencyBloc CRM Integration
  1. Open the Audian CRM Integrator application available for Windows or OSX.
  2. From the login page, have a company administrator log in with their normal Audian portal credentials.
  3. From the dropdown box at the top, select AgencyBloc CRM, and enter the API SID and Key previously gathered.
  4. Click on the Update Settings Button, and ensure you receive the Connection Succeeded message.
  5. At this point the CRM connection is complete, and all users on your account will be able to use the Audian CRM Integration application.


 Logging in as a User
  1. Open the Audian CRM Integration application available for Windows or OSX.
  2. From the login page, log in with your user credentials, these are the same credentials used on the Audian portal. 
    • Note: If you do not have these, Audian support is able to generate these for your users. Please have an account admin email 611@audian.com to have created.


  3. Once logged in all ingoing and outgoing calls made from devices attached to your user will begin to pop up as seen below.  From here you can open the CRM record, create a new record, or close the notification without action

  1. Upon call completion, an activity associated with the contact will be automatically added providing details of the call.