Skip to content

Commit

Permalink
Updated README
Browse files Browse the repository at this point in the history
  • Loading branch information
augfrank committed Mar 31, 2017
1 parent 262acc3 commit 6fe5311
Showing 1 changed file with 5 additions and 0 deletions.
5 changes: 5 additions & 0 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -15,14 +15,19 @@ Installation
7. On the ['integrations page'](https://app.callhub.io/dashboard/apps/) in your CallHub account, click on “Connect to your CiviCRM site”. There are 3 things you need to connect:

a. Site URL. This should be the full path to extern/rest.php. For example, http://<YOUR_SITE_NAME>/civicrm/sites/all/modules/civicrm/extern/rest.php

b. Site Key. The unique key that identifies your CiviCRM installation.

c. API Key. The API key created in step 4 above.

8. After CiviCRM is connected, CallHub will import groups, events and campaigns from CiviCRM.
9. Setup a ['phone banking campaign'](https://app.callhub.io/power_campaign/add/). You'll be able to choose the CiviCRM campaign and activity type that gets logged in CiviCRM.
10. The activities synced from CallHub have the following attributes:

a. Notes: The notes include a link to audio recording, the actual notes taken by your staff and the Call Disposition.

b. date and time: activities always happen at a certain point in time

c. added by: the staff who added this activity

d. with contact(s): the contacts in your database that are the subject of the activity.

0 comments on commit 6fe5311

Please sign in to comment.