Below are the current API based integrations that ExecVision supports and the requirements for each tool. Reach out to your Customer Success Manager or Account Executive for more information on each integration.
The following dialers and CRMs require API connection to pull in recordings and associated data into ExecVision.
1. Salesforce
2. Outreach
3. SalesLoft
4. HubSpot
5. RingCentral
6. Aircall
7. Pipedrive
8. ClearSlide
10. Dialpad
11. FrontSpin
12. Zoom.us
13. SugarCRM
14. FluentStream
15. Fuze
16. Truly
17. Webex
Salesforce
ExecVision can be integrated with your Salesforce instance in three ways:
- Salesforce Backend Integration
- Salesforce Data Integration
- VisualForce page Access
All three Salesforce integrations require the completion of the Salesforce oAuth and the Salesforce IDs of the ExecVision users.
To complete the Salesforce oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Salesforce icon to the right of the red traffic light.
Sign in to your Salesforce account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Salesforce oAuth is now green.
To complete the Salesforce Sandbox oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Salesforce Sandbox icon to the right of the traffic light.
Sign in to your Salesforce Sandbox account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Salesforce Sandbox oAuth is now green. It is imperative that there are ExecVision users' calls and/or data present in Sandbox to properly test before moving to production.
Salesforce Backend Integration
This integration method leverages oAuth2.0 to connect ExecVision to your Salesforce instance, granting ExecVision access to Salesforce call recordings and data related to reps' call records.
The following Salesforce backend dialers require the Salesforce oAuth connection to pull in call recordings and default data (contact, title, company, call disposition, recording URL, etc). Additional fields can be pulled and searched in ExecVision by the admin's discretion.
- ConnectAndSell
- ConnectLeader
- DialSource
- Lightning
- TalkDesk
- Truly
- XANT PowerDialer
- XANT Playbooks
Salesforce Data Integration
Salesforce oAuth can also be used to pull in secondary data from Token based integrations. The following Token based integrations have a seamless integration with Salesforce and it is recommended that customers move forward with the Salesforce oAuth to pull in additional data points if the integration between the dialer and Salesforce has been enabled:
- DialPad
- Fluentstream
- FrontSpin
- RingCentral
- Fuze
Salesforce oAuth can also be used to pull in secondary data from Universal integrations. It is recommended that the following Universal integrations move forward with the additional Salesforce data piece to make it easier to search for calls in the ExecVision platform:
- Five9
- Homegrown Dialers
- Rarer telephony solutions
An optional write component generated within ExecVision can be written back to your Salesforce instance for Salesforce backend and Salesforce data integrations. The following ExecVision fields are available in Salesforce:
- Call transcript (written to default Description field)
- URL to the call within ExecVision
- Average Call Score
- Talk-to-Listen Ratio
- Rep-to-Contact Speaker Interchange Ratio
VisualForce Tab Access
The VisualForce tab allows users to access ExecVision from within their Salesforce environment (Lightning or Classic). This eliminates the need to toggle back and forth between different programs.
The ExecVision - Salesforce package provides an ExecVision VisualForce tab, allowing the user to access the ExecVision user interface directly from Salesforce. This uses Salesforce’s ability to run external sites in an iframe. The ExecVision tab does not have any ability to view the rest of the Salesforce account.
ExecVision’s average API call count on a daily basis is about 15,000 requests. This is a minimal amount compared to the 300,000 maximum per 24hr period mandated by Salesforce.
Outreach
Outreach is a dialer tool that offers click to dial, email automation and recording for outbound calls. The Outreach requirements to move forward with the ExecVision implementation include:
- Enabling Call Recording within Outreach
- Completing the Outreach oAuth within ExecVision
- Providing Outreach IDs for ExecVision Users
To complete the Outreach oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Outreach icon to the right of the red traffic light.
Sign in to your Outreach account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Outreach oAuth is now green.
SalesLoft
SalesLoft is a sales engagement solution that allows reps to complete calls using the SalesLoft dialer. The SalesLoft requirements to move forward with the ExecVision implementation include:
- Enabling Call Recording within SalesLoft
- Completing the SalesLoft oAuth within ExecVision
To complete the SalesLoft oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the SalesLoft icon to the right of the red traffic light.
Sign in to your SalesLoft account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the SalesLoft oAuth is now green.
HubSpot
HubSpot is an inbound marketing software platform that offers CRM and dialer capabilities. ExecVision supports HubSpot CRM with the HubSpot dialer or with Aircall.
The HubSpot requirements to move forward with the ExecVision implementation include:
- Enabling Call Recording within HubSpot or Aircall
- Completing the HubSpot oAuth within ExecVision
- Provide HubSpot IDs for ExecVision Users
To complete the HubSpot oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the HubSpot icon to the right of the red traffic light.
Sign in to your HubSpot account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the HubSpot oAuth is now green.
Admins will also have to complete the oAuth for Aircall if they use Aircall dialer - HubSpot CRM integration. The HubSpot oAuth is the only thing needed for a direct HubSpot dialer - HubSpot CRM integration.
RingCentral
RingCentral is a telephony system that can be used as a standalone soft-phone or in conjunction with a traditional physical phone.
The RingCentral requirements to move forward with the ExecVision implementation include:
- Enabling Call Recording within RingCentral
- Completing the RingCentral oAuth within ExecVision
- Provide RingCentral IDs for ExecVision Users
To complete the RingCentral oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the RingCentral icon to the right of the red traffic light.
Sign in to your RingCentral account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the RingCentral oAuth is now green.
Admins will also have to complete the oAuth for Salesforce if utilizing RingCentral - Salesforce CRM integration.
Aircall
Aircall is a web dialer that can be used as a standalone dialer or in conjunction with another CRM like Pipedrive or HubSpot.
The Aircall requirements to move forward with the ExecVision implementation include:
- Enabling Call Recording within Aircall
- Completing the Aircall oAuth within ExecVision
- Provide Aircall IDs for ExecVision Users
To complete the Aircall oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Aircall icon to the right of the red traffic light.
Sign in to your Aircall account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Aircall oAuth is now green.
Admins will also have to complete the oAuth for Pipedrive or HubSpot if utilizing the Aircall - CRM package.
Pipedrive
Pipedrive is a CRM tool that requires oAuth access. The Pipedrive requirement to move forward with the ExecVision implementation includes:
- Completing the Pipedrive oAuth within ExecVision
To complete the Pipedrive oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Pipedrive icon to the right of the red traffic light.
Sign in to your Pipedrive account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Pipedrive oAuth is now green.
Admins will also have to complete the oAuth for Aircall if utilizing the Aircall - Pipedrive package.
ClearSlide
ClearSlide is a web conferncing tool that requires oAuth access. The ClearSlide requirement to move forward with the ExecVision implementation includes:
- Completing the ClearSlide oAuth within ExecVision
To complete the ClearSlide oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the ClearSlide icon to the right of the red traffic light.
Sign in to your ClearSlide account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the ClearSlide oAuth is now green.
Admins will also have to complete the oAuth for Salesforce if utilizing the ClearSlide - Salesforce integration.
Microsoft Dynamics
Microsoft Dynamics is a CRM tool that requires oAuth access. The Dynamics requirement to move forward with the ExecVision implementation includes:
- Completing the Dynamics oAuth within ExecVision
- Confirm you are using on prem or cloud based solution
To complete the Dynamics oAuth, log in with your admin credentials and navigate to Admin > Integrations. Click on the Microsoft Dynamics icon to the right of the red traffic light.
Sign in to your Dynamics account and follow the prompts to grant ExecVision access. Admins will be redirected back to the oAuth page. Confirm that the Dynamics oAuth is now green.
Dialpad
Customers must generate an API Key for ExecVision to access and finalize the Dialpad integration. Go to the Admin Panel in the Dialpad UI and select the Authentication tab.
Click +Add a Key and type in the below information before selecting Save.
1. Type in ExecVision Integration under Name
2. Confirm that Expiry is set to Never
3. <To be generated> should be specified under Value
Share the API Key to your Implementations or Customer Success rep via a secure password manager site like LastPass or OneHub.
FrontSpin
Authentication credentials are required for us to access and pull FrontSpin recordings and associated data.
The API Key is stored under Settings > Integrations > API KEY.
Press the + ADD KEY button to generate an API Key if one is not listed. Share the API Key to your Implementations or Customer Success rep via a secure password manager site like LastPass or OneHub.
Zoom.us
Customers must provide their API Key and API Secret to connect and pull Zoom recordings and associated data.
Sign into the Zoom admin account from the Zoom Marketplace. Click the Develop dropdown in the header and select Build App. Select JWT as the app type and then click Create.
Fill out the following information for App Name, Short Description and Company Name.
-
App Name: developer.zoom.us API
-
Short Description: Credentials for ExecVision
-
Company Name: ExecVision
Fill in name and email under Developer Contact Information. This information may be used by the Zoom Marketplace Team or your users for any inquiries recording the application. Make sure that the Intent to publish: No, Account-level app and JWT Credentials are specified on the top of the Information page. Click Continue.
The Zoom platform generates a set of unique credentials used to generate the tokens needed to authorize each request. This allows ExecVision to integrate with the Zoom platform.
Copy/Paste the API Key and API Secret and share it to your ExecVision Customer Success Manager or Implementations Manager on a secure password manager like LastPass or OneHub.
SugarCRM
Admins must provide the following information to support a SugarCRM implementation:
- Client Id - oAuth key
- Client Secret - Secret key
- Username - the user name of the user authenticating the system
- Password - the plaintext password the user authenticating to the system
The Client Id and Secret can be generated by going to Admin > OAuth Keys > Create OAuth Key.
The Client Id, Client Secret, Username and Password must be shared to your ExecVision representative through a secure password manager site like LastPass or OneHub.
FluentStream
Admins must provide the FluentCloud API Key to move forward with a FluentStream implementation. FluentCloud is a web phone product under FluentStream Technologies.
Sign in as an admin > Go to FluentCloud Account > Account Settings > API Key
Click Generate New Key if one is currently not in use.
Share the API Key to your ExecVision representative through a secure password manager site like LastPass or OneHub.
Fuze
Fuze admins must complete and provide the following information to move forward with an ExecVision implementation:
- Enabling Call Recording within Fuze
- Share admin Fuze credentials via a secure password manager site like LastPass or OneHub
With the admin Fuze credentials, ExecVision is able to utilize the Fuze API to pull call metadata along with the recording files.
If an account is also utilizing Salesforce, It is optional but highly encouraged that Fuze accounts install the Fuze - Salesforce package. The Fuze - Salesforce package auto-logs calls as task records in Salesforce, allowing ExecVision to pull in additional metadata for Fuze calls.
The Salesforce requirements (in addition to the Fuze requirements listed above) include:
- Complete Salesforce oAuth
- Provide Salesforce IDs
Truly
Truly admins must complete and provide the following information to move forward with an ExecVision implementation:
- Enabling Call Recording within Truly
- Provide the App Id & App Secret
- Complete the Salesforce oAuth + provide Salesforce Ids
Pulling App Id & App Secret
Navigate to Administration > Integrations > Api Credentials.
Webex admins must complete and provide the following information to move forward with an ExecVision implementation:
- Enabling Network Based Recording within Webex
- Provide Username/Password of an admin user
- Provide the SiteID and Site Brand Name
To pull the SiteID and Site Brand Name, go to Webex Administration > Site Information. The Site Brand Name is the 1st thing listed in the Site table and the SiteID is provided 11 spots down.
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