CRM Integraton Via PhoneMondo
Salesforce
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Hubspot:
Login or create an account:
Phone Mondo Windows App
xTelsio TAPI Driver Download
Xtelsio TAPI Driver Install Video/step by step guide
Xtelsio TAPI for Snom Setup Video
Clicking the link provided will download the xTelsio TAPI driver for Snom
Once downloaded, extract all
Now run the setup application in the extracted directory
Click More info and Run anyway
Confirm administrator permissions, accept T&Cs and click next through to the end of the install
Once completed, you should see a configuration window
Click the Configure button
Enter the IP of the Snom handset and change http to https
Tick the Authentication box
Enter the username (default: admin)
Enter the password (default is the handset’s MAC address
Confirm test says OK
Choose the Snom model at the bottom
On Actions URL tab click Configure Firewall button
Then click the Start button next to the State Inactive box
Click Open Test-URL in browser to confirm web server is working on the machine
Click OK
Then OK again and close the window
Phone Mondo Install video/step by step guide
Go to Phone Mondo site and login with credentials supplied.
Go to Addons tab
Click Install now under the Windows app at the top of the page
Once downloaded, run the .exe file
Click yes when asked for permission
Once installed, the Phone Mondo icon will show in the system tray
On the Phone Mondo site, go to the Settings tab, and click devices
This should show the name of the machine you have just installed on
Next under the Settings tab, click Lines
This should show the TAPI driver name you have just installed on your machine
On an inbound call, you should now receive a notification on your machine and in the browser with the caller-id of the calling number
While logged into Salesforce, the record matching that number should automatically open (if the number does not match any record, there will be no change in Salesforce)
Within Salesforce, you should also see the Phone Mondo widget in the bottom left of the browser, this allows a call to be made via one of the created lines
Phone Mondo Demo: