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Integration with Visionaria

Easily integrate Voxloud with Visionaria with this step by step guide

Francesco Pastoressa avatar
Written by Francesco Pastoressa
Updated over a week ago

Exploit the full potential of Voxloud with this native integration with Visionaria's CRM.

On this page you can find out everything you can do with this integration.

How to activate the integration

Log into your Voxloud Control Panel. You can access it from this link.

Now go to the "Shop" and select the "Integrations" box.

Click on "Purchase".

Now click on "Integrations" in the left menu.

Select the Visionaria integration and click on "Integrate Visionaria".

Now authorize Visionaria, adding the connection between Voxloud and Visionaria. Click on "Add Visionaria Connection".

Choose the connection name ("Visionaria") and click "Create".

Authorize the connection between Voxloud and Visionaria by clicking on "Start flow".

Now a login window will open. Here select your Visionaria account.

How install the Voxloud app in Visionaria and then click on "Next".

Here select your Visionaria account.

Now go back to the Voxloud integration process and close the connection authorization window by clicking on the "X" at the top right. Then proceed by clicking on "Next".

In this step, check the "Create contacts in Visionaria" box if you want a new contact to be created in Visionaria when you receive a call from a new number not yet present in the Visionaria address book. Then, click "Next" to proceed.

Here select the users to assign to Visionaria and then click on "Next".

Now the integration is complete! You can close the window by clicking on the "X" at the top right.

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