EasyTech Click2Call

Step-by-step instructions for integrating your EasyTech CRM with CommPeak Click2Call, enabling seamless call functionality from within your CRM.

Here's a step-by-step guide to integrating your EasyTech CRM account with the CommPeak Dialer or Cloud PBX Click2Call integration.

This setup will allow you to initiate calls from CRM and post additional information about calls, as well as call recordings, and send them to EasyTech CRM.

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NOTE

Contact CommPeak support or your Dialer manager if you wish to implement Click2Call with ecrypted numbers (decrypt leg_b in Click2Call requests).

Click2Call Request Example

https://{account\\\\\\\_name}.td.commpeak.com/integrations/c2c/call/{click2call\\\\\\\_id}/{leg\\\\\\\_a}/{leg\\\\\\\_b}/{route\\\\\\\_number}

Example of a update request body from CommPeak to EasyTech

{"uuid":"1695242666.8051","disposition":"hangup","durationseconds":3,"agentid":"16475588537","timestamp":"2023-09-20 20:44:27","direction":"Outbound","public_recording":"https:\/\/example.td.commpeak.com\/recordings\/6dea7066cb8c2ced555a3b2f1da89673.mp3","caller":"123456789"}

Step 1: Add Click2Call Integration

  1. In your CommPeak Dialer or Cloud PBX, go to Settings > Click2Call Integrations and click Create New Click2Call.

    Click2Call Integrations page with the Create button highlighted
  2. Enter data for your new integration:

    1. Click2Call General Information:

      • Click2Call name: specify the name of your integration to be able to find it in the list.​
      • CRM name: select Click2Call EasyTech.
      • Allowed IPs: enter the IP addresses you want to authorize for Click2Call integration, separated by commas.
      • Activate Click2Call: use the toggle to activate the integration or turn it off as needed.
    2. EasyTech Information: enter the EasyTech API URL.

      Screenshot of the page with EasyTech Click2Call information
  3. Click Add New Click-to-Call.

  4. A new integration will be added to the Click2Call Integrations page.

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    NOTE

    A relatedWebhook is configured automatically.

    Screenshot of Click2Call Integrations page

    Hover over the Show Integration link. You will see your dedicated Click2Call event information, which should be set up in the CRM. It initiates your calls to the agent extension. Click the copy icon to copy the link.


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IMPORTANT

Ensure that your IPs are included in the Public Recordings ACL to access call recordings via the CRM widget.

Step 2: Webhook related to the C2C

Click the link in the Related Webhooks column to view or edit webhook settings.

The Webhook General Info section includes the following fields:

  • Event Notifier Name/Description: Rename if needed
  • Connected Click2Call: Shows the Click2Call integration this webhook is linked to
  • Activate Webhook: Toggle on/off to enable or disable the webhook

The Custom Click2Call Settings section includes the following fields:

  • Reported Call Types: the call type(s) this webhook reports on (default: Manual - Click2Call).
  • Reported Event Type: the call event(s) that trigger the webhook, such as Hang Up.
  • Customer End Point URL: the URL on your EasyTech side that should receive the payload.
  • Method: the HTTP method used to send the payload (default: POST).
  • Retries: how many times CommPeak will retry sending the payload to your endpoint if delivery fails.
  • Authentication Type: the authentication method used when sending the payload to your URL (default: No auth).
  • Send as batch (optional): bundles all activity into a single payload, updated every 3 seconds, instead of sending each event separately.


Use the Webhook Request Preview panel to see the exact payload that will be sent, and Run a Test to verify it against your endpoint:

Preview panel

Step 3: Review Field Mapping

In the Field Mapping section, map the field names CommPeak sends to the naming convention your EasyTech CRM expects.
For each row, choose an Original Field Name (e.g. call_uuid, call_hangup_cause, call_bill_duration, client_callerid_number, start_at, call_record_url, dst) and enter the Custom Name your CRM uses for that field (e.g. uuid, disposition, durationseconds, agentid, timestamp, public_recording, caller).
If a field is left unchanged, its original name is used in the payload.

Optional additions:

  • Set Custom 'Hang Up Cause' Mapping: toggle on if you want to translate CommPeak's hang-up cause values into custom values your CRM recognizes.
  • Add Custom Parameter Field: add static custom key/value pairs to include in every payload (e.g. a fixed direction field set to Outbound).
    For example:
    - Id1 -> Click2callid
    - Owner -> Server.

Click Save once you're done.