Link your CRM to the VIP Platform with our Integrator Client!
Subscription Required
CRM Integrations is an enhanced feature and required licensing.
Downloading & Installing the Client
- Download the most recent client from the website: https://nava.gointegrator.com/downloads/
- Install the client once downloaded (may require IT assistance)
- Use the access codes below during installation
| Windows | NMCREX |
| Mac | NMCREX-MAC |
Logging In
Login to the client with your VIP Credentials. If Two Factor has been enabled on the account you will be prompted for your access code. Under Advanced Use Proxy & Ignore invalid certificates should be selected unless otherwise specified.
Once logged in, click on the green or red icon in the taskbar to open the main menu. Then Click on Configuration to open the settings menu.
Settings
The Interface menu has a few settings that may need to be adjusted depending on your preferences.
Connected Hide Delay
The connected hide delay determines how long the caller preview window will stay open once a call is placed/answered. Infinite will always leave it up and is how most clients set this.
Automatic Startup
Enable this option to start automatically when you startup your computer.
Connecting a CRM
In the Configuration menu of the Integrator Client, select the (Add New) option under Integrations.
Click on the DropDown Menu and select the CRM you wish to integrate too. In this example we will use Zoho CRM.
You will see a list of supported features with the CRM Integration.
Click Set to enable the Integration
Authorization
The CRM that has been selected will need to know your account information. These settings could be different than the below but most all of them will have some sort of login to authorize the account and know who you are.
If you are unsure about these steps they should be familiar to your CRM Administrator but there is also a Help button that will take you to that CRM Authorization Documentation.
A popup window will occur like the example below to sign into the CRM
Integration Settings
Once the Integration has been authorized there might be a few settings you will want to review.
Activities
By default the options below will be disabled. If you would like the integration to pop the CRM on calls you will want to enable Pop automatically on inbound. You can select if this happens while your phone is ringing or after you answer the call. Typically Connected is the setting you would want if you are a member of a Ring All group.
- Create activity on call end allows you to create a CRM Entry after the call has ended letting you enter notes about the call
- Allow Manual Creation of Call Activities allows you to create the CRM Entry during the call
Enabling Click to Call
If you would like to enable the option to click a phone number in your browser and initiate a call, Open up the configuration menu and select the Dialing panel.
Click on the Download dropdown under Dialing helpers.
This will open up the Google Chrome Extension Store and take the user to the Telephone Number Detection Extension, which needs to be added to Chrome.
Once Installed, Right click on the new blue phone handset icon that appears on the top right of the browser, and select options.
In the open options menu, format the options to reflect the following screenshot. When pressing Save, the window will not disappear but it will update the settings.
When clicking on a phone number, click on the blue handset to the right of it: 
The first time click to call is used in this method, a window will pop up asking what app to open for the click to call, make sure to select “always choose” on the app called Integrator Helper (which is the Integrator client). Once this is done, the call will always be placed on your primary device.