
Video calls by Sirma
The Video calls by Sirma is a seamless add-on for the Creatio CRM platform that enables users to initiate, manage, and record video calls.
Overview
Product overview
Product description
Video Calls by Sirma integrates Creatio with the DigiNovo platform to enable users to initiate and manage video calls directly from Creatio. This add-on provides functionality to generate time-limited meeting links, send the links via email, and automatically log call details and attachments in the [Activities] section.
Use cases:
- Initiate secure video calls from different sections in Creatio with a click of a button.
- Send personalized video call invitations to the customer's provided email.
- Automatically log each video call as an [Activity] in Creatio with it's details including date, time, participants, ans status.
Key features:
- [Video call] button that can be used in any relevant section in Creatio.
- Call invitations via email that can be customized.
- Automatically create an [Activity] in Creatio.
- Store call related details in the [Activity] and [Contact] section.
- Enable agents to create new Contact and Activity records after handling a call with an unknown number.
Notes:
- DigiNovo Api credentials must be configured in the [System settings] in Creatio.
- Contacts must have email address to receive call links via email.