🧭 Table of Contents
🧠 Overview
Integrating MyOperator with other platforms such as FreshSales, FreshDesk, or Zoho requires careful planning and setup. By following a set of key guidelines and ensuring each component is configured correctly, you can avoid common integration issues and ensure that both systems communicate seamlessly.
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🔑 Key Considerations for a Smooth Integration
To ensure a successful integration, keep these key factors in mind:
1️⃣ API Credentials
- Ensure you have accurate API credentials from MyOperator and the CRM or helpdesk system.
- API Key: Required for authentication.
- Domain: Ensure the domain is correct for communication between systems.
- Secret Token: If applicable, for secure data transfer.
Caution: Incorrect credentials can result in authentication failures or blocked sync, disrupting the integration.
2️⃣ Data Mapping
- Review how data fields are mapped between MyOperator and the CRM.
- Key fields like contact numbers and user emails should align.
Goal: Proper mapping helps avoid data loss, mislinked records, and activity mismatches.
3️⃣ User Permissions
- Ensure the users involved in the integration process have the necessary admin or integration-level access in both systems.
- Users should have permission to read, write, and manage records across both platforms.
Goal: Proper user permissions ensure smooth data flow and prevent access issues during the integration.
4️⃣ Testing
- Perform test calls (inbound and outbound) after completing the setup.
- Check if activities are logged correctly.
- Ensure contacts or leads are synced or created.
- Verify that ownership is properly assigned.
Goal: Testing helps verify that everything is working as expected before going live.
5️⃣ Webhook Configuration
- Ensure that In-Call and After-Call webhooks are configured correctly:
- Add webhooks under MyOperator → API Integration → Webhooks.
- Ensure they are set to POST method and JSON content type.
- Verify the webhooks are pointing to valid, accessible endpoints.
Goal: Webhook misconfigurations can disrupt call tracking and data sync.
6️⃣ Monitoring
- Regularly check logs and error notifications in MyOperator, and the CRM or helpdesk platform.
- Monitor for issues like missed data, duplicate entries, or assignment failures.
Goal: Ongoing monitoring helps catch issues early and ensures data consistency between systems.
7️⃣ Use Documentation
- Always refer to the official MyOperator Integration Docs and CRM API Guides.
- These documents provide platform-specific best practices and detailed field mappings.
Goal: Following official documentation helps you adhere to best practices and avoid common pitfalls.
8️⃣ Contact Support if Needed
- If integration issues persist:
- Reach out to MyOperator Support or CRM helpdesk.
- Provide logs and timestamps to assist with troubleshooting.
Goal: When in doubt, reaching out to support can help resolve issues quickly and ensure a smooth integration.
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🔄 Step-by-Step Integration Process
To achieve a successful integration, follow these steps:
Step 1: Prepare Credentials
- Gather API Key, Secret Token, and Domain for MyOperator and the CRM platform.
Step 2: Set Up Webhooks
- Add and configure the In-Call and After-Call webhooks in MyOperator.
Step 3: Map Data Fields
- Review and ensure correct field mapping for contact numbers, user emails, etc.
Step 4: Verify User Permissions
- Ensure users have the necessary permissions in both platforms to perform actions.
Step 5: Testing
- Conduct test calls and verify if activities are logged and leads are synced correctly.
Step 6: Monitoring
- Regularly check logs and notifications to catch any issues in the integration.
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✅ Final Checklist
Before completing the integration:
- ✅ Credentials are correct and securely shared.
- ✅ Webhooks are configured with the correct method and content type.
- ✅ Data fields are mapped correctly between MyOperator and the CRM platform.
- ✅ User permissions are correctly set for all involved users.
- ✅ Test calls have been successfully made, and all data is syncing correctly.
- ✅ Monitoring is set up to track any issues in real-time.
Goal: Ensure everything is in place and tested before going live with the integration.
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❓ FAQs
Q1. What credentials are needed for the integration?
A. You will need API Key, Secret Token, and Domain from both MyOperator and your CRM or helpdesk system.
Q2. Why is data mapping important in the integration?
A. Proper data mapping ensures correct syncing of contacts, lead data, and activities between MyOperator and your CRM, preventing errors like data loss or mislinked records.
Q3. How do I configure webhooks in MyOperator?
A. Go to MyOperator → API Integration → Webhooks, then configure In-Call and After-Call webhooks with POST method and JSON content type, and link them to the appropriate endpoints.
Q4. What should I do if the integration isn't working as expected?
A. Ensure that webhooks, credentials, and data mappings are correctly set. If issues persist, contact MyOperator Support or your CRM provider for assistance.
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🔗 Related Articles
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🏷️ Keywords
MyOperator integration, API credentials, webhook configuration, CRM integration, call tracking, data mapping, troubleshooting integration, lead syncing, real-time call updates, CRM best practices