Here's a step-by-step guide to integrating your Panda CRM account with the CommPeak Dialer or Cloud PBXClick2Call.

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 Panda CRM. The following screenshot shows the CRM side once call parameters have been received:

This Click2Call Integration includes webhook parameters, such as:

• Recording URL (access to call recordings directly from the CRM)
• Call Duration (in seconds)
• Hangup Reason.

Step 1: Obtain Credentials

The following information is required for the integration:

• Panda API URL
• credentials for accessing the API (username and access key).

Step 2: Add Click2Call Integration

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

   

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 Panda.
      • 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. Panda Information: enter the Webservice user and password from Step 1.

      

3. Click Add New Click-to-Call.

4. A new integration will be added to the Click2Call Integrations page. Webhook settings are configured automatically.
   Hover over the Show Integration link. You will access 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.

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

   

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IMPORTANT

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