Overview: This article provides a quick walkthrough for enabling the feature Log Call Recordings.
This feature allows for call recordings to be saved to a specified field in your CRM and easily accessed for future review. You must have call recording enabled by your phone provider prior to enabling this feature.
Enable and set up this feature through the dashboard by specifying the field that the recording will be posted to in your CRM in the Select Field drop down. You will need to enter the specific SFTP credentials where your call recordings are stored, including Host, Username, and Password. The Recordings Path specifies where within the directory the call recordings are being stored.
You confirm the SFTP functionality with ‘Test Config’.
Note: This Feature requires the Enterprise plan.
Supported CRMs: Bullhorn, Close.io, Dealer Team, Desk.com, Google Apps, HubSpot, Infor, Infusionsoft, Insightly, Microsoft Dynamics, Microsoft Office 365, Netsuite, Oracle, Salesforce, SAP, ServiceNow, SmartOffice, Streak, SugarCRM, Zendesk, Zoho, Zoho CTI
Supported Phones: Asterisk, Broadsoft, Cloud-connect, Fuze, Mitel Office, MiVoice, Netsapiens, RingCentral Office, Switchvox, Twilio VoIP, Dito
Still have questions about enabling call recordings? Feel free to reach out to our Support Team and we’ll assist!