Connecting OpenPhone

OpenPhone is a renowned Voice over Internet Protocol (VoIP) phone integration vendor that has the capability to connect seamlessly with MedicarePRO CRM. This integration opens up a plethora of features and functionalities to enhance your CRM experience and streamline your communication processes.

Some of the key features of this integration include:

• Call Logging: Keep track of all your calls with detailed records in your CRM.

• Recording Logging: All call recordings are logged and stored for future reference.

• SMS Logging: All text messages are recorded and can be accessed from the CRM.

• Programatic SMS from the CRM: Send automated, programmed SMS directly from the CRM interface.

Setting up your OpenPhone account with MedicarePRO CRM is a straightforward process. Follow the steps below to get started:

1. Access the API Tab in OpenPhone: Begin by opening OpenPhone and navigating to the “API” tab, which is located under workspace settings. Please note that to access this tab, you must have workspace owner or admin privileges.

2. Generate API Key: Click on the “Generate API key” option and enter a descriptive label for it. Each generated key will provide full API access.

3. Navigate to MedicarePro Settings: Next, open the MedicarePro CRM and enter the Settings section.

4. Find the VoIP Phone Section: In the Settings menu, locate the VoIP Phone section and find OpenPhone from the list.

5. Connect OpenPhone: Click on the Connect button and paste your OpenPhone token in the provided field. This will complete the connection process.

With these simple steps, you can easily integrate OpenPhone with MedicarePRO CRM and start leveraging the benefits of this powerful combination.