Ziwo Integration with Pronnel - A Complete Guide

Connect Ziwo 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

Apps section 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 Ziwo.

Step 2: Create a Ziwo App Instance

Ziwo integration card
Ziwo integration card

In the app integration section, find and click on the Ziwo 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 and Configure Ziwo

During the setup process, you'll need to:

  1. Log in to your Ziwo account and Authenticate.
  2. Ziwo integration card
  3. Authorize Pronnel to access your Ziwo account.
  4. Ziwo integration card

Step 4: Make Calls from Items

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

  1. 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.
  2. CallHippo authorization
  3. 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.
  4. Aircall authorization

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

Step 5: Track Call Activities in Pronnel

Aircall authorization
Aircall authorization

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

Ziwo integration with Pronnel creates a powerful bridge between your calling and task management workflows. By following this guide, you can seamlessly connect your Ziwo 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.

Frequently Asked Questions About Ziwo 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 Ziwo 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.