JustCall is a cloud-based phone system that aims to also integrate with your CRM of choice. Naturally, JustCall integrates with LeadSimple and in this article we'll cover all the details of how this integration works!
1. What The Integration DOES:
First, and most importantly, the JustCall integration is built to ensure that calls and texts made from your JustCall phone number are tracked on the corresponding lead/customer record in LeadSimple. Inbound calls and texts from your JustCall number are also tracked in LeadSimple on the corresponding lead or contact.
This ensures that LeadSimple, your CRM, retains a full history of communications with each person, even if some calls or texts were initiated outside of LeadSimple using JustCall.
You can also send automatic text messages in your workflows using your JustCall phone numbers.
Note: the JustCall integration does not allow you to use the Call or Text buttons in LeadSimple to make calls or texts from your JustCall number. Instead it uses a Chrome extension and inserts its own special buttons into LeadSimple for this purpose. I explain this in detail below.
2. How To Set Up The Integration:
To use your JustCall phone number in LeadSimple, you first have to:
Connect LeadSimple to JustCall using your LeadSimple API Key (instructions here).
Install Google Chrome if you don't already use it (the integration also works on Brave).
Use LeadSimple in Google Chrome or Brave in order to use the LeadSimple/JustCall integration extension.
Your phone numbers will appear in LeadSimple under Settings > Texting & Inbound Calling. Your JustCall numbers will have the JustCall logo next to them.
3. Using The Integration:
Once you have connected LeadSimple and JustCall and installed the Chrome browser extension, you will start to see two new buttons next to each Contact in LeadSimple.
To make calls or texts in LeadSimple from your JustCall number you need to click one of these icons to initiate the call or text.
Clicking one of these JustCall buttons will open the JustCall Dialer where you can place your call or write your text message and send it.
IMPORTANT NOTE: Clicking the “Call” or “Text” buttons in LeadSimple will not allow you to make calls from your JustCall number (instead the “Call” and “Text” buttons built into LeadSimple will make calls/texts from your LeadSimple number).
FAQ
Who should I contact if my integration with JustCall isn't working? - JustCall hosts the integration and Chrome extension, so you should reach out to JustCall first if you are having issues. They will contact us if we need to assist in resolving those problems.
Can I make calls from the JustCall number by adding it to my user profile settings? Yes, though this method is not as easy to use and is not our first recommendation when using JustCall. First, navigate to your user profile, and add the JustCall number to the "Phone Numbers" section of the page. To make a call, navigate to a lead, click the "Call" button, select your JustCall number as the "from" number. Click "Call". LeadSimple will then call your JustCall number; pick up and press 1 to call the lead. As you can probably tell, clicking the JustCall phone button on the contact card is a lot easier 😉