If your team uses TeleCMI for calling, this integration is what brings it together with telecrm. Once it's connected, call logs, call status, durations, agent details, and even recordings sync automatically onto the right lead, and you can choose to create new leads from unknown incoming numbers too.

The setup runs across two platforms — first, you'll grab a couple of credentials from TeleCMI and configure the integration inside telecrm. We'll walk through it step by step, so just follow along in order.

Steps to Integrate TeleCMI IVR with telecrm

Part 1 — Configuration inside telecrm

1. Open the telecrm integration setup page on the web application and search for TeleCMI Integration. Click on the Activate Now option, then go to the Configuration section. Enter the App ID and Secret ID in their respective fields, then click Next. This opens the Agent Mapping & Configuration screen.
2. Now, log in to your TeleCMI dashboard. Select the app that appears after logging in, then navigate to Settings.→ Developer Settings (or API Settings). Copy your App ID and Secret ID — these credentials authenticate the connection between TeleCMI and telecrm, so keep both ready before moving ahead.
3. Go back to telecrm Configuration page, and it will display the list of agents from your TeleCMI account. Map each TeleCMI agent to the correct telecrm team member so that calls are correctly attributed and call reports sync with the right user. Before proceeding, verify the agent names, phone numbers, and assigned users — and make sure the same team members exist in both telecrm and TeleCMI.
4. If your team members use physical SIM cards for calling, enable the SIM Calling option for the relevant users. (This step is optional.)
5. If you want telecrm to automatically create a new lead whenever an unknown number calls in, enable "Create Lead on Incoming Call". Skip this if you only want call logging for existing leads without automatic lead creation. (This step is optional.)
6. telecrm will now generate a unique Webhook URL. Copy this URL carefully — you'll need it later in Step 10 inside TeleCMI. Do not close the page before copying it, as the URL is workspace-specific and required for call-data syncing. Once copied, click Save.

Part 2 — Configuration inside TeleCMI

1. Inside Settings, open the Developer section and click on Webhook. This opens the Webhook Configuration screen.
2. Click Add to create a new webhook. When prompted, select Call Report as the webhook type — this ensures TeleCMI sends the call status, call duration, agent details, and call reports to telecrm after every completed call.
3. Locate the HTTP Method field and select POST. telecrm webhook endpoints accept only POST requests — selecting GET will cause the integration to fail silently.
4. Paste the Webhook URL you copied from telecrm (in Step 6) into the Server URL field. Check that the full URL is pasted correctly with no extra spaces or missing characters, then click Save. Your TeleCMI IVR integration is now complete.
5. To verify, make a test call using a TeleCMI agent number, then open telecrm and navigate to the corresponding lead timeline. Within a few seconds, you should see the call logs, call status, call duration, and agent details synced automatically.
6. Let's see how the call data is recorded once the call is made via TeleCMI. Click on the Call option, and it gets triggered on the phone in case of SIM calling. After the call gets completed, you will be able to view the Call duration, call feedback, and the call recording inside the Lead Activity History section. 

Key Takeaways:

• The same users must exist in both telecrm and TeleCMI before you map agents.
• The POST method is compulsory — using GET will prevent call data from syncing.
• Every telecrm workspace generates its own unique Webhook URL, so always use the correct workspace's URL.

And that's all you need to complete to integrate TeleCMI fully with telecrm.

With your credentials entered, agents mapped, and the webhook registered, the two platforms are now talking to each other — so every completed call syncs automatically onto the correct lead timeline, with its status, duration, and agent details all in place. Whenever you add new agents later, revisit the mapping step so everything stays in sync.