Integrations

The Integrations section is where you configure the high-level settings that allow Integrator to communicate with the 3rd-party application.

Many cloud-based applications allow software to commuicate with it via an Application Programming Interface (API). These APIs allow Quantum Integrator to collect calling data from your Hosted PBX telephone service and send it to an integrated application. Depending on the Integration, that call data may be used to query users in your CRM platform, log support calls in your trouble ticketing system, write call detail records, and more.

In addition to information needed to talk to the various APIs, many of our Integrations also have custom settings that allow you to tailor the service to best fit your needs. These may include number blocklists to ignore calls to/from specific numbers, call association settings, etc.

To learn more about a specific Integration, click the button below!

Users

The Users section is where you link existing PBX users and Integration users together, along with configuring any integration-specific options for those users.

Existing users are also managed through this page.

Your existing PBX users are dynamically loaded into the application, so all you need to do to on-board a new user is select them from the list, choose the Integration you would like to configure, fill out the necessary information, and Submit.

To edit an existing user's Integration, simply click Manage Integrations, change what you need, then click Save.

Deleting an integrated user is as easy the clicking the Delete button associated with that User. A confirmation window will tell you if you were successful or not.

Google Sheets - Basic call detail records.

Google Sheets is a hosted spreadsheet, allowing data to be collected and shared quickly and easily. In conjunction with the Cloud Console, you can allow Integrator to write CDRs to a Sheet, allowing for nearly real-time logging of connected calls.

Our PBX integration allows for basic Call Detail Records to be automatically logged to a Google Sheet. Currently, only inbound calls answered by a person, and connected outbound calls are logged.

To get started, click Integrations from the navbar at the top of the screen, then choose Google Sheets. You'll need some information from both the Cloud Console and Sheets to configure the Integration. You can watch the video on the right to get started, or click here to open it in a new tab.

After you've set up Sheets, check out the accompanying Visualizations integration, which can display your call detail records in a variety of easy to read graphs.

Gorgias - Helpdesk designed for e-commerce stores.

Gorgias is an ecommerce helpdesk platform used as both a centralized support ticket platform and a customer database, allowing for a variety of customer interaction methods via their channel concept.

Quantum's PBX platform integrates allowing support personnel to have tickets automatically created for them, eliminating the need to query your existing Gorgias customer database. Quantum Integrator will automatically create a new Customer entry based off of calling information should a calling number not already exist as a contact channel associated with an existing Customer. Custom settings control at the User level allows you to tailor the service to the integrated user.

To get started, click Integrations from the navbar at the top of the screen and choose Gorgias from the Integration dropdown. Fill out the required information and click Save Config when done. The information you need can be found from your Gorgias website under Settings -> You -> REST API. If you need more help, you can hover over the fields for additional information.

HubSpot - Generate leads, close deals, and create remarkable customer experiences.

HubSpot is a CRM platform for managing sales, marketing, content management, and customer service.

Our PBX integration allows sales personnel to have inbound and/or outbound calls automatically logged, eliminating the need to perform tedious manual entry and ensuring that as much engagement data as possible gets collected. Company-level settings provide control over automatic association of call engagement to Contacts, and custom settings control at the User level allows one to tailor the service to the individual integrated user.

To get started, click Integrations from the navbar at the top of the screen, then choose HubSpot from the Integration dropdown. Fill out the required information and click Save Config when done. In your HubSpot account, a Private App will need to be created and given the following permissions: crm.objects.contacts.read, crm.objects.contacts.write, and crm.objects.owners.read. Once created, the API key will be needed to complete the integration. If you need more help, you can hover over the fields for additional information.

Visualizations - Designed for Google Sheets.

Visualizations is a call log visualizer, featuring a variety of graphs in a fast, responsive design.

To get started, click Visualizations from the navbar at the top of the screen and choose an option from the dropdown. The visualizations fetch data from the Google Sheets CDR integration, creating bar graphs out of the records written to the monthly sheets. Graphs can quickly be redrawn to show duration and/or quantity of calls. You can also fiter on call types.

In addition, you can export the data into a PDF report.

Zoho CRM - A unique and powerful software suite for businesses of all sizes.

Zoho CRM is a full-featured CRM providing everything you need to increase leads, accelerate sales, and measure sales performance.

Our PBX integration allows sales personnel to have in and outbound calls automatically logged, eliminating the need to perform tedious manual entry and ensuring that as much engagement data as possible gets collected. Company-level settings provide control over automatic association of call engagement to Contacts and/or Leads (if more than one Contact/Lead are found, the call will be associated with the first result returned by Zoho), and custom settings control at the User level allows one to tailor the service to the individual integrated user.

To get started, click Integrations from the navbar at the top of the screen, then choose Zoho from the Integration dropdown. You'll need to create a Self Client application in the Zoho API Console. You can watch the video on the right to get started, or click here to open it in a new tab.