This guide explains how to integrate your FreshSales / FreshWorks account with CommPeak Dialer or Cloud PBX Click2Call using the CommPeak app, enabling you to make calls directly from your FreshSales / FreshWorks CRM through your softphone client.

Installing the CommPeak Application

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IMPORTANT

Before you start, please obtain the CommPeak App installation file from the CommPeak team and download it to your computer.

To install the application:

1. In your FreshSales / FreshWorks account, go to Settings > Admin Settings in the main menu.

2. Scroll down to the Marketplace and Integrations section and select Marketplace Apps.

   

3. Click the Manage Apps button in the top right corner.

   

4. On the page that opens, click Go To Developer Portal.

   

5. Log in to the developer portal with your account.

6. Click New App. ​

   

7. On the Create a new app page, select Custom App.

8. Browse for the installation file or drag and drop it to the upload area.

9. Specify the app's name in the text box below and click Proceed.​

   

10. On the next page that opens, fill in the app information, optionally upload the icon and app screenshots, and click Save and Publish.

    

11. ​The application will appear on the Custom Apps tab. Click Install next to the application. ​

![](https://files.readme.io/80004f6d3a0fff5f185cec4d3f093340f124bf7d80624bac33f5990ea4aaaf1d-image.png)

12. The Configuration page opens. Fill out the required settings:
    a. FreshSales / FreshWorks domain name
    b. Dialer or Cloud PBX domain
    c. API Key from the API settings.

    

13. Click Install.

Making Calls

Once the installation is complete, follow the steps below to call your leads.

1. In your FreshSales / FreshWorks account, navigate to Leads and click the lead you wish to call. This will open the lead page.

2. Expand the sidebar on the left and click the CommPeak app.​

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   NOTE

   If the CommPeak app is unavailable on the sidebar, you need to click the settings button, find the app in the list, and activate the checkbox next to it. ​​

3. Log in with your Dialer or Cloud PBX credentials.​

If you have more than one suggested phone number, select the needed one in the drop-down list. Then click Start a call.​

4. The system will initiate a call to your Dialer or Cloud PBX softphone client. We are using the built-in softphone. The incoming call looks as follows:​

5. Click accept to answer the call.

6. Once you accept, the system will call your lead.

7. After the lead answers, a call will be established.​

   

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IMPORTANT

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