Activity Logging

Activity Logging allows automatic or manual creation of Activity Log entries of your calls with contacts found in your CRM.

*Activity Logging is available for select CRM applications only. Please see below for list of currently supported CRMs.

Create activity on call end

This will automatically create a log of the call in your CRM after the call has been completed. The log will include the name and phone number of the participants, the time of the call, and the duration of the call.

This will create an entry for completed Inbound calls, completed Outbound calls, and attempted Outbound calls.

Show activities on call

This will add a new button on the Call Preview window to launch a new Activity Log entry in your CRM. The new button will be a modified logo of the CRM outlined in red. The log will include the name and phone number of the participants, and the time of the call.

When using both “Create activity on call end” and “Show activities on call” all calls will be documented on call end automatically, unless you select to manually document a specific call by clicking the activity log button.

To enable Activity Logging:

1. Navigate to Configuration
2. Select your CRM from the Integration list.
3. Scroll down to the “Data connection” section and check one or both boxes: “Create activity on call end” and “Show activities on call”

Create Activity on Answer

Alternatively, you may automatically launch an Activity Log browser entry when an inbound call is answered. This will launch a new Activity Log entry in your CRM when the call is answered, including the name and phone number of the participants, and the time of the call.

To enable Create Activity on Answer:

1. Navigate to Configuration
2. Select Call Events on the left-hand menu
3. In the “On answer” dropdown, select “Create phone activity”

This option will create duplicate entries if used in conjunction with one of the options above.
Supported CRMs

Activity Logging is currently supported in the following CRMs:

• Salesforce
• Dynamics 365
• Hubspot
• Netsuite
• Connectwise
• Bullhorn

*The above features have been documented using Salesforce as an example. The exact features and functionality will vary based on the CRM you are using.