Connect CallHippo with Pronnel to make calls directly from your items. Track call activities, manage customer interactions, and streamline your communication workflow.

Steps To Follow

Step 1: Access App Integration in Pronnel

Log into your Pronnel account and navigate to the main dashboard. Look for the "Apps" section in the left sidebar or top navigation menu. Click on it to access the app integration marketplace where you can connect various third-party services including CallHippo.

Step 2: Create a CallHippo App Instance

In the app integration section, find and click on the CallHippo integration card. You can choose between two types of instances:

Private: Only visible and accessible to you.
Public: Visible and usable by all team members with access to the board.

Step 3: Authorize callhippo with Pronnel

Allows Pronnel to access your CallHippo account and make calls on your behalf.

Step 4: Generate API Token and Webhook in CallHippo

Before configuring in Pronnel, you need to generate API credentials in CallHippo:

Navigate to the CallHippo website and log in using your credentials.

Navigate to the CallHippo Integration in left drawer and scroll down to find the Rest API section.

Click on the Generate Token button to generate a unique API token. Copy the generated token and paste it in the CallHippo API Token field above.

Click on Connect Button to connect to webhook. Copy the webhook URL and paste it in the CallHippo webhook URL field from above.

Once you've copied the access token, paste it in the input field above and click "Save API Token and API Id".

Step 5: Forgot to Authorize Pronnel?

If you forgot to authorize Pronnel, you can authorize it again from the app integration section. Click on the CallHippo icon and authorize it again.

Step 6: Make Calls from Items

Once configured, you can make calls directly from Pronnel items in two ways:

From Item Popup: Click on any item to open its detailed view, then click the telephone icon in mobile number field to initiate a call.

From Bottom Bar: Select the item(s) you want to act on, and use the bottom action bar to find and click the phone icon.

All calls made through CallHippo will be automatically logged in your Pronnel items for complete visibility.

Step 7: Use Automation Rules to Update Pronnel

Call activities including duration, timestamps, and outcomes are automatically logged in your Pronnel items. You can view the complete call history in the item timeline, making it easy to track customer interactions and follow-ups.Use automation rules to update pronnel based on call activities.

Conclusion

CallHippo integration with Pronnel creates a powerful bridge between your calling and task management workflows. By following this guide, you can seamlessly connect your CallHippo account, make calls directly from items, and track all call activities in one place.
The integration allows you to maintain complete visibility into your customer communication directly from your Pronnel boards, ensuring that sales and support teams stay aligned. With automated call logging, you can reduce manual updates and focus on what matters most - building great customer relationships.
Remember to regularly review and update your integration settings as your calling needs evolve. For additional support, visit Pronnel Support or check out our YouTube channel for more integration tutorials.

Start Integrating CallHippo with Pronnel

Frequently Asked Questions About CallHippo Integration with Pronnel

Can I make calls directly from Pronnel items?

Yes, you can make calls directly from Pronnel items using either the item popup or the bottom bar. The integration connects your CallHippo account to Pronnel.

Are call activities automatically logged?

Yes, call activities including duration, timestamps, and outcomes are automatically logged in your Pronnel items for complete visibility.

Can I create multiple instances?

Yes. Create separate Private or Public instances as needed for different teams or projects.