Ringotel integration for Twenty CRM offers the following features:
Identifies contacts on incoming and outgoing calls.
Automatically creates Task entities for incoming and outgoing calls.
Syncs call comments with the corresponding Task Note record in CRM.
Provides links to open Activity and Contact entities from the Ringotel app.
Allows you to create contacts in CRM using the Ringotel mobile or desktop app.
Imports contacts from CRM into the Contact lists of Ringotel users.
Important:
This integration works with the default Twenty CRM data schema and uses WorkspaceMembers, People, and Tasks objects. Custom data schemas are not supported.
Note:
For proper Contact identification on incoming and outgoing calls, you need to enable Inbound Number Reformat in the Connection for the Organization that is going to use the integration. You need to select the country code and select National in the reformat option.
Get the API key and Domain
Navigate to your instance of Twenty CRM and go to Preferences > API Keys > Generate API key.
Give the key a name and a role permission, then click Save.
Save the generated API key and take note of the URL of your Twenty CRM instance. It is unique and contains the organization's Domain; it will be needed to set up the integration on the Ringotel side.
This concludes the setup on the Twenty CRM side.
Setting up the Integration in Ringotel Shell Portal
Sign into your Ringotel admin portal (default https://shell.ringotel.co) and navigate to Organization → Integrations tab → click Enable Integration on the Twenty CRM card.
Then, please provide the API key you generated, the Domain, and click Save & Continue.
If the integration settings were specified correctly, you should now be redirected to the next step where you need to link your Ringotel users with their Twenty CRM accounts.
Click Save changes when you are done. Now the integration should be configured for the linked users.