Boond CRM Integration guide

General information about integration

The current version of the SipSim and Boond integration allows to create missed call entity (action) if the call is missed and to create an succsessful call entity with a link to the call record if the call is successful. This functionality only works while using SipSim SIM cards and if the integration is set up in the SipSim personal account. The creation of entities works with all active numbers in the account.

    Note! 

The current version of the integration creates only two default  types of actions: Successful calls (for answered calls) and Unsuccessful calls (for missed calls). If the system cannot find these action types, it will not be possible to create these calllogs entities.

First interaction with SipSim

    If you already have your SipSim account you go to section "How to connect the integration". If you have never used SipSim, start by sending a connection request or contact the manager on the SipSim website: www.sipsim.com.
    There are many options for how you can contact the manager through the landing page. You can click on the "Book a demo" button, on the chat icon, or the "Chat to sales" button.

    After that you can book a demo through the calendar or submit your application to get the consultation

    Our manager will guide you through the entire process from creating your personal account to connecting and setting up integration with Boond.

    To login into your account, just click on "Log in" button. This button can be found at the top of any page on the site.

Activate SipSim SIM card

    After successful registration and payment for services, a SIM card will be delivered to you. As soon as you insert it into your phone, you can use all the functions of SipSim: make calls, use integrations and much more.

How to connect the integration

    At the start, you must have an active SipSim and Boond accounts. To set up the integration, you have to complete the following steps:

    In your SipSim personal account, go to the "Integrations" tab in the left menu.

    In "Available Integrations" section, find the integration with Boond CRM and click "Connect".

   

  In the pop-up window, you have to enter the User token, Client key and Default user token (Client token)  which can easily be found in your personal Boond account. 

     Note!

    It is mandatory that this data is entered by the Boond account administrator.

    Follow the steps below to collect all this information:

    After logging in our personal account, go to your account panel and go to “Administration”.

   Then go down to the bottom of the page and go to “Developer space”.

Then go to  “API/Sandbox” at the top of the page. Here you can find Client token and Client key. Also it’s necessary to allow Rest API calls from X-Jwt-Client authentication.

Then go to “My account” in the account panel.

  Here, in the “API” section, you can find the User token.

   Once all the values have been entered, you will be able to see the integration with Boond CRM in the list of "Connected integrations" and begin setting up the integration.

How to setup the integration

    After authorization, in general, the only thing left to setup for the correct operation of the integration is to match the numbers of managers with their user tokens. (How to get these tokens can be seen in the previous section "How to connect the integration").

    Note!

    For all numbers for which entities should be created, user tokens must be entered. With the current implementation, if user tokens are not entered, entities will be created only in the account whose user token is entered in the "Default user token" field in the "Main settings" tab, in other words, by default, entities will be created in the Boond administrator account that connected the integration.

    After assigning client tokens to numbers and clicking the "save" button, the integration will work and entities will start to be created.