How to Integrate Caller Desk IVR with Borg Desk ERP?

Integrating Caller Desk IVR with Borg Desk ERP enhances business communication by automating call handling, lead tracking, and customer interactions. With this integration, businesses can manage incoming & outgoing calls, IVR menus, call recordings and call logs directly within Borg Desk ERP.

Steps to Integrate Caller Desk IVR with Borg Desk ERP

Step 1: Get API Credentials from Caller Desk
1️⃣ Log in to your Caller Desk account.
2️⃣ Navigate to API INtegration Settings and generate:
     ✅API Key
     ✅Secret Key
     ✅Webhook URL
     ✅IVR DID Mobile Number
3️⃣ Copy and save these credentials for integration,
4️⃣ Get updated Weblook URL in Caller Desk Account developed by Borg Desk Team to make Incoming Calls functional

Step 2: Configure API in Borg Desk ERP
1️⃣ Log in to Borg Desk ERP as an Admin >>> Click on Setting Icon on Top Right  >>> 3rd Party Settings
2️⃣ Go to Cloud Telephony Integration >>> Select Caller Desk & Update Details
3️⃣ Enter the API Key (Auth Code), DeskPhone (DID).
4️⃣ Click Update to Save & Activate Integration.
5️⃣Update Relevant Extension number as it has been configured at Caller Desk ACcount Example :  For Sales Press 1 
6️⃣Upadate to Save

Step 3: Automate Call Handling in Borg Desk CRM
Automate Call Tracking & Lead Management:
✅ Auto-create Leads – Capture new leads from IVR calls.
✅ Call Routing – Assign calls to the right sales or support team.
✅ Call Logs in CRM – View call history inside Borg Desk CRM.
✅ Missed Call Alerts – Auto-create follow-up tasks for missed calls.

   Example - Auto Lead Capture via IVR

Scenario: A potential customer calls your business via IVR.
Result: Their details are automatically stored in Borg Desk CRM as a new lead.

Step 4: Enable Webhook for Real-time Call Logs
1️⃣ Activate Webhook URL in Caller Desk API settings.
2️⃣ Set it to push call logs, customer details, and call recordings to Borg Desk ERP.
3️⃣ Test by making a call and checking if it syncs in Borg Desk.

Step 5: Test & Activate the Integration
1️⃣ Make a Test Call to verify that call logs are captured in Borg Desk CRM.
2️⃣ Ensure calls are routed to the right team members.
3️⃣ Activate real-time call tracking & analytics in the CRM dashboard.

Benefits of Caller Desk IVR Integration with Borg Desk ERP
✅ Seamless Call Management – Track & manage all calls inside Borg Desk.
✅ Automated Lead Capture – Convert calls into leads without manual entry.
✅ Call Analytics & Reports – Monitor call performance for sales & support teams.
✅ Improved Customer Experience – Faster response times & efficient call routing.

Start Automating Call Handling with Caller Desk IVR & Borg Desk ERP Today!

Admin

March 31, 2023

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