This guide provides step-by-step instructions to set up and configure the LeadSquared connector in Callyzer. With this integration, you can effortlessly link Callyzer to LeadSquared, enabling automatic mapping of call activities to the lead’s number in LeadSquared. Call activities can be mapped to either the “Latest Opportunity” or “Lead” associated with the number.
Note: If you’ve already used a free trial for this connector, the option to try it for free again will not be available.
Click Save to confirm the configuration.
For detailed instructions, refer to the below video:
Please follow the video in the above section to display the name of the employee/agent instead of their phone number.
Yes, this integration will also sync the call recording (once it is available from the employee’s device to the Callyzer server) to LeadSquared. In LeadSquared, you will see a Play button, and you can listen to the call recording by clicking on that Play button.
The call recordings are stored on Callyzer. In LeadSquared, you can only listen to these recordings by clicking the Play button. If you delete the call recording from Callyzer, you will no longer be able to play that recording in LeadSquared.
The “429 Too Many Requests” error is a rate limit imposed by LeadSquared, based on your subscription plan. To resolve this issue or to request a higher limit, please contact the LeadSquared support team for further assistance.
This guide provides step-by-step instructions to install, set up, and configure the Callyzer extension in Zoho CRM. The extension maps call logs with leads or contacts in Zoho CRM. If a lead or contact with a specific phone number exists, Callyzer will associate all related call logs and activities with that number.
This could be because of the phone number format in the lead / contact. The Callyzer Zoho CRM extension supports below phone number formats:
This document will help you with steps to setup & configure FB & Insta Lead Capture connector in Callyzer. With this connector you can connect Callyzer to Facebook and Instagram effortlessly and automatically import leads from Facebook and Instragram advertise / campaign forms directly into Callyzer and these leads will then be available in the Leads module of Callyzer.
| NOTE: If you have already done a free trial of this connector previously you will not be able to try it for free again. |
You’ve successfully configured FB & Insta Lead capture with Callyzer!
Now, any submissions to your Facebook form will be captured in Callyzer, visible in the Leads → My Leads.
This might be because your Facebook page does have appropriate access to Callyzer as an “Assigned CRM”. Please follow the below steps.
To map a multiple-choice selection field from your Facebook form to Callyzer, follow these steps:
Enter the appropriate label and other details in the form field, then in Options enter the text and value for each option as per your Facebook form in below manner.
Go to Callyzer
_).Now Save this setting & map this newly created Form Field in Callyzer with Facebook form field in the Facebook connector configuration page of Callyzer.
This format ensures that the data from Facebook can be mapped correctly when imported to Callyzer, as it standardizes the text format.
| Note : For additional assistance or troubleshooting, please contact your relationship manager. |
Callyzer supports call recording synchronization. This means the app does not record calls directly. Instead, your phone or device records the calls, and Callyzer syncs these recordings to its cloud server.
Please watch the videos below to learn how call recording synchronization works with Callyzer.
Guide to Call Recording Sync with Callyzer (English)
Guide to Call Recording Sync with Callyzer (Hindi)
Here is the code to the call Callyzer API using the PHP CURL function.
<?php
// API Url to fetch call history
$url = "https://api1.callyzer.co/admin/api/call/callHistory";
// Access Token
$accessToken = 'API_TOKEN';
$data = [
'callStartDate' =--> '2023-01-20',
'callEndDate' => '2023-01-24',
'employeeNumbers'=> '9998875555',
'callTypes'=> 'Incoming,Outgoing',
'excludeNumbers' => 'False',
'recordFrom' => '100',
'pageSize' => '50',
];
$ch = curl_init($url);
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, 'POST');
curl_setopt($ch, CURLOPT_POSTFIELDS,json_encode($data));
curl_setopt($ch, CURLOPT_HTTPHEADER, array(
"Authorization: Bearer " . $accessToken,
"Content-Type: application/json"
));
curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);
$response = curl_exec($ch);
if ($response === false) {
echo "cURL Error: " . curl_error($ch);
} else {
echo "Response: " . $response;
}
curl_close($ch);
?>
If you cannot find the Call Recording path from user’s device. Kindly follow the below instructions.
Here we explain how you can handle the webhook response using separate languages like PHP, Node, Java
The original Response come from Callyzer
[{“id”:null,”employeeName”:”Nikunj”,”countryCode”:”91″,”employeeNumber”:”942808xxxx”,”logs”:[{“id”:”5P2lT3gZySjv66Y5ZtWd-I42pN9g0OMcuKnE1d_k”,”name”:”Unknown”,”countryCode”:”91″,”number”:”1503″,”duration”:4,”callType”:”Outgoing”,”callTime”:”2023-02-04 18:09:26″,”note”:null,”recordingURL”:null,”crmStatus”:null,”reminderTime”:null,”createdDate”:”2023-02-04, 06:10:08″,”modifiedDate”:null},{“id”:”DP8zh4jukFdmDtYE3v_MMIcYs4zOzo9Mx24jW6fk”,”name”:”Bharat”,”countryCode”:”91″,”number”:”909907xxxx”,”duration”:0,”callType”:”Outgoing”,”callTime”:”2023-02-04 18:09:38″,”note”:null,”recordingURL”:null,”crmStatus”:null,”reminderTime”:null,”createdDate”:”2023-02-04, 06:10:08″,”modifiedDate”:null}]}]
//requestPayloadStr has request payload in string format
JSONArray reqJsonArray = new JSONArray(requestPayloadStr);
//Loop though all the employee's records
for (int i = 0; i < reqJsonArray.length(); i++) {
//get Employee JSON Object
JSONObject empJsonObj = reqJsonArray.getJSONObject(i);
//get Employee Name
String employeeName = empJsonObj.getString("employeeName");
//get Employee Number
String employeeNumber = empJsonObj.getString("employeeNumber");
//get call logs of an employee
JSONArray empLogs = empJsonObj.getJSONArray("logs");
//loop through all the call logs
for(int j =0; j < empLogs.length(); j++) {
//get a call log
JSONObject callLog = empLogs.getJSONObject(j);
//get unique call log id
String callLogId = callLog.getString("id");
String toName = callLog.getString("name");
String toNumber = callLog.getString("number");
String note = callLog.getString("note");
}
}
<?php
//requestPayloadStr has request payload in json format
$webhookResponse = file_get_contents("php://input");
//decode Json and make into Array
$data = json_decode($webhookResponse, true);
//Loop though all the employee's records
foreach($data as $key => $val) {
//get Employee Name
$employeeName =$val['employeeName'];
//get Employee Number
$employeeNumber =$val['employeeNumber'];
//get call logs of an employee using the loop
foreach ($val['logs'] as $lk => $lv) {
//get unique call log id
$callLogId = $lv['id'];
$clientName = $lv['name'];
$clientNumber =$lv['number'];
$note = $lv['note'];
}
}
?>