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crm-onboarding

Official

Effortless CRM Integration Planning & Execution

Software Engineering#CRM integration#CRM onboarding#screen pop#Click2Call#call history
AuthorVoicenterTeam
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This Skill provides a comprehensive guide for planning and executing CRM integrations, streamlining the process and reducing the risk of errors.

Core Features & Use Cases

  • CRM Type Scoping: Helps identify whether the CRM is on-premise or web-based and which components are applicable.
  • Entity & Field Mapping: Guides in mapping CRM data structure for efficient integration.
  • Click2Call Setup: Walks through the Click2Call process including station code setup and HTTP request requirements.
  • Screen Pop Configuration: Decides ownership and trigger methods for screen pops, whether CRM or Voicenter-owned.
  • Call History Logging: Determines the best method for logging call history between CDR Notification and Call Log API.

Quick Start

/activate crm-onboarding --start-integration "Customer CRM Name" --crm-type "On-Premise/Web-Based" --station-code "YourStationCode" --screen-pop "OwnershipOption" --call-history "LoggingOption"

Dependency Matrix

Required Modules

None required

Components

scriptsreferences

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: crm-onboarding
Download link: https://github.com/VoicenterTeam/claude-marketplace/archive/main.zip#crm-onboarding

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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