In this article, we’ll guide you step by step on how to make a call directly from ZELIQ using your Ringover or Aircall integration. With these integrations, you can streamline your communication and manage calls seamlessly from within the ZELIQ platform. 🤩
1️⃣ Ensure Integration is Enabled
Before making a call, ensure that your Ringover or Aircall account is properly connected to ZELIQ. Here’s how to do it:
Ringover Integration: Ensure your Ringover account is linked to ZELIQ. If not, you can go to your ZELIQ settings under "Integrations" and follow the prompts to connect Ringover.
Aircall Integration: Similar to Ringover, make sure your Aircall account is connected via the "Integrations" tab in ZELIQ.
💡You need to be the Admin of your Ringover's or Aircall's account to be able to integrate it to ZELIQ.
2️⃣ Access Your Lead in ZELIQ & Initiate the Call
Once the integration is set up, 🥳 these steps:
Navigate to your Leads list.
Click on the lead you want to call. This will bring up the side on the right-hand side of your screen.
Click on the Phone Icon: On the contact’s side panel, you will see a phone icon.
4. You will be then directed to the lead's overview page and the call will then be initiated directly from ZELIQ via your chosen service. 🎉
💡 You can insert, and add a note template by clicking on "+ Add a note" at the bottom of the tab.
Click here to discover how to create a note template!
3️⃣ Manage Your Call
During or after the call, you can:
Send a follow-up email.
Add notes about the call to the lead's profile.
Update the status of the lead.
Schedule follow-up actions such as emails or additional calls.
Record the call (depending on the features available in your Ringover or Aircall account).
Now you're ready to multiply your productivity by 4 using just one tool for your prospecting, ain't life beautiful? 💚
👩🏼💻 For further information, please do not hesitate to contact us: