Complete the following steps to make calls from your Leverate CRM using the CommPeak Dialeror Cloud PBXClick2Call integration.

Step 1: Register with Leverate

1. For registration, please navigate to the appropriate web page based on your CRM version:
   VoipCloud version 365: https://voipcloud365.tradingcrm.com/Account/Register.
   VoipCloud version 9: https://voipcloudv9.tradingcrm.com/account/register.

2. Fill in the registration form:
   User Name: your Dialer or Cloud PBX subdomain
   Email: <your Dialer/Cloud PBX subdomain>@commpeak.com
   Password: create a new password and confirm it.

   

3. After you click Register, the system will generate your secret key. Copy the key.

   

Step 2: Add Click2Call Integration

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

   

2. Enter data for your new integration:

• CRM name: select Click-To-Call VoipCloud V9 or Click-To-Call VoipCloud V365.

• Allowed IPs: enter the IP addresses you want to authorize for Click2Call integration, separated by commas.

• C2C secret: enter the secret key you copied in Step 1.

• C2C apiCode: your New Generation PBX subdomain.

• Custom C2C Fields: the default parameters available for updates with the Leverate side are shown. Contact the support team or your Dialer manager if you would like to use other parameters.

  

3. Click Add New Click-to-Call to finish.

4. The system will generate an integration link. Click the copy button to copy the link to your clipboard.

   

Step 3: Complete Integration on the Leverate Side

Return to the Leverate page and enter the link for both the autodialer and the started fields.​ Then click the save buttons.

Step 4: Share IP Addresses

Share the following Dialer API proxy IP addresses with Leverate:
139.162.210.68
178.162.221.234
195.201.253.155

Making Calls

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

1. In your Leverate account, navigate to Accounts and click the lead you wish to call. Click Call Primary.​

   

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

3. 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 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.