We are on a mission to help ambitious sales & success teams reach their goals and grow. By breaking down the barriers that have prevented coaching & collaboration we help teams unlock their potential.
Overview of the dialler:
Maintain a local presence with an international phone number and run your virtual call center from anywhere in the world.CloudTalk offers native integrations with most popular CRMs, Helpdesks and Business tools like Pipedrive, Hubspot, Salesforce, Zendesk and more. Access phone call details in your CRM or see caller’s CRM information in CloudTalk with our 2-way sync solutions.
With CloudTalk your conversations will be automatically transcribed and analyzed into Jiminny. You will be able to search, listen and share knowledge to your entire organization. The coaching opportunities are endless - self-coach, learn from a peer, gain valuable feedback from a manager, etc.
Setup type:Manual - You’ll need to get in touch with us in order to help you get set up but we’re very friendly and efficient so don’t worry!!
Prerequisites:
None - CRM agnostic.
Installation:We'll need the following information to be able to complete the integration:
API key / API secret for the CloudTalk public api issued for the team.
A member of your team will need to be configured as the Admin for Jiminny - where possible please ensure that this Admin uses the same email address for both their CloudTalk and Jiminny Account.
You can then send out invites to the rest of your team members to join your Jiminny organization.
Please note - Team members should use the same email address within Jiminny as the one they use in CloudTalk. If that is not possible, we can set the CloudTalk emails as secondary emails in each team member's profile.
Remember, if you're adding new users/numbers to CloudTalk you need to add
them to this list.
Key Benefits:
All the calls will be imported within five minutes of them taking place. Isn't that amazing? 🚀
It will increase visibility as each member of the team will be able to find the exact key moment in the call in seconds to pinpoint coaching moments. 🔥
You will be able to join a call and live-coach it, leave feedback throughout any playback, share specific key moments with the team and much more.
FAQs
Which calls do we pull in?
Once the CloudTalk Integration is connected, Jiminny will start to import all calls made in CloudTalk by active Jiminny Users.
Calls should be imported and processed in Jiminny approximately 15 minutes after the call has ended in CloudTalk.
Which calls don't we pull in?
Those where the user doesn’t exist in Jiminny.
Those where the number is not listed under the Jiminny integration in CloudTalk.
What if my calls are not pulling into Jiminny?
Please check if your email with CloudTalk matches the email you are currently using with Jiminny.
We'll need both emails to match for us to be able to pull your calls through. If your email being used in CloudTalk is different to the one in Jiminny, then you'll be able to go onto profile in Jiminny, then under "Secondary email" you can enter the second email to enable Jiminny to sync and pull in your calls.
How does the mapping of CloudTalk, CRM & Jiminny Work?As long as your call and the data attached to that call is logged and recorded in CloudTalk, the call is mapped to Jiminny and then Jiminny searches for that contact and details attached to that call in your CRM to match it up.
Please keep in mind that if the number you are calling is not in your CRM, we won't match it up with it.
We recommend syncing your contacts in your CRM with CloudTalk for best results.
If you still need any assistance, do not hesitate to contact our Support team! 🚀