Skype - Agile CRM Telephony Integration


Make & receive phone calls directly from Agile CRM
Bria Integrations for CRM

Call Directly From Agile

Make Skype phone calls to your contacts directly from Agile CRM with just a click.

Receive Inbound Calls

Receive inbound calls from your contacts directly in the App. Keep all important information related to your customers at your fingertips when you answer their calls.

Take Call Notes

Once you end the call, a note pop-up will appear and you can manually store notes for future reference. These remain attached to contacts in the CRM.

See Call Details

Call details are displayed as soon as a call is completed. For example, after reviewing the call details, you might want to add the lead to a particular campaign.

Call Tracking

Once you’ve enabled the integration, we automatically track calls with your Agile contacts.



Skype Widget Setup

1. Locate Skype Widget

Open your Agile dashboard. Go to PreferencesWidgets. Then select the Telephony tab, and click Add under Skype.

Skype Setup, Step-1
Skype Setup, Step-2

2. Add Skype

Click Add button on the Skype widget. Then just follow the on-screen instructions and you’ll be making Skype calls in the CRM in no time!


About Skype

Skype provides video chat and voice call services. Users may exchange such digital documents as images, text, video and any others, and may transmit both text and video messages. Currently, their voice and text services are integrated with Agile.

Skype Integration

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Agile Blog

Agile Blog

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