Skip to main content

Integrations Overview

Agoralia integrates with popular CRM systems and telephony providers to streamline your workflow and enable seamless calling operations.

CRM Integrations​

CRM integrations allow you to import leads directly from your CRM system, eliminating the need for manual CSV imports.

Supported CRM Systems​

  • HubSpot: Import contacts and companies
  • Zoho CRM: Import contacts
  • Google Contacts: Import contacts from Google
  • Microsoft Contacts: Import contacts from Microsoft 365
  • Freshsales: Import contacts
  • Agile CRM: Import contacts

How CRM Integrations Work​

  1. Connect: Authorize Agoralia to access your CRM
  2. Browse: View contacts in your CRM from within Agoralia
  3. Import: Select contacts to import as leads
  4. Sync: Contacts are imported with their data (name, company, phone, etc.)

Setting Up CRM Integrations​

  1. Navigate to Settings → Integrations
  2. Find your CRM system
  3. Click Connect
  4. Authorize Agoralia to access your CRM
  5. Once connected, you can import leads directly from the CRM

Telephony Provider Integrations​

Telephony provider integrations enable you to make and receive calls using your existing phone numbers and infrastructure.

Supported Telephony Providers​

  • Twilio: Inbound and outbound calls
  • Telnyx: Inbound and outbound calls
  • Vonage (formerly Nexmo): Inbound and outbound calls
  • Sinch: Inbound and outbound calls
  • Plivo: Inbound and outbound calls
  • MessageBird: Inbound and outbound calls
  • Custom SIP: Connect your own SIP infrastructure

How Telephony Integrations Work​

  1. Configure: Set up your telephony provider account
  2. Connect: Link your provider account to Agoralia
  3. Verify Numbers: Verify phone numbers for outbound calls
  4. Route Calls: Configure call routing for inbound calls
  5. Make Calls: Use verified numbers for campaigns

Setting Up Telephony Integrations​

  1. Navigate to Settings → Telephony
  2. Select your telephony provider
  3. Enter your provider credentials
  4. Verify phone numbers
  5. Configure call routing (for inbound calls)

Integration Benefits​

CRM Integrations​

  • No manual imports: Import leads directly from your CRM
  • Automatic sync: Keep leads up-to-date with your CRM
  • Rich data: Import all available contact information
  • Consent tracking: Maintain consent status across systems

Telephony Integrations​

  • Use existing numbers: Leverage your current phone numbers
  • Cost control: Use your provider's rates
  • Flexibility: Choose the provider that works best for you
  • Reliability: Benefit from provider uptime and support

Best Practices​

CRM Integrations​

  1. Regular syncs: Sync leads regularly to keep data current
  2. Consent management: Set consent status when importing
  3. Data mapping: Ensure fields map correctly during import
  4. Clean data: Remove duplicates and invalid entries

Telephony Integrations​

  1. Verify numbers: Always verify numbers before using them
  2. Test calls: Make test calls to verify integration works
  3. Monitor costs: Track costs through your provider
  4. Backup numbers: Have backup numbers in case of issues

Troubleshooting​

CRM Integration Issues​

  • Connection failed: Check your CRM credentials and permissions
  • No contacts showing: Verify you have contacts in your CRM
  • Import failed: Check that required fields are present
  • Sync issues: Reconnect the integration if sync stops working

Telephony Integration Issues​

  • Number verification failed: Check number format and provider settings
  • Calls not connecting: Verify provider configuration and credentials
  • Inbound calls not routing: Check call routing configuration
  • Cost issues: Review provider billing and rate limits