# Integrations

# Pusher

Pusher integration is a very important feature for Concord CRM, will give you the ability to receive notifications in real-time and also if you are using the INBOX feature, you won't need to refresh the page in case there are new emails or replies to existing emails.

# Pusher Configuration

First, you need to register to the Pusher.com website to use their services. Click here (opens new window) to register haven't registered already.

Pusher Manage Channels
  • Click Create app on the top right side.

  • A popup window will be shown to create your new application.

    Pusher Create App Dashboard
    • Name your app – for example, Concord CRM

    • Select a cluster

      By default pusher.com will select your cluster, you can change it if it's needed. Read more about clusters by clicking here (opens new window).

    • Front end stack - Choose Vue.js

    • Back end stack - Choose PHP

    • Click on Create app at the bottom of the popup.

After the app is created click on the App Keys sidebar menu and on the right side you will be able to see you app keys that needs to be added in Settings->Integrations->Pusher in Concord CRM settings section.

Pusher Channel Keys

Add the keys to the corresponding fields in your Concord CRM installation.

  • app_id = APP ID field
  • key = APP Key field
  • secret = APP Secret field
  • cluster = Cluster field

That will be all when setting up Pusher.com real-time notifications with Concord CRM.

# Microsoft

To use Microsoft integration, you will need to register an application in the Microsoft Azure portal, sign in (if you don't have an account yet) to the Microsoft Azure (opens new window) using either work, school account or a personal Microsoft account.

# Register New Azure Application

  • Go to Microsoft Azure (opens new window) App Registrations.

  • Click New registration.

  • Application name

    Enter a meaningful application name that will be displayed to users of the app.

  • Supported account types

    Select Accounts in any organizational directory (Any Azure AD directory - Multitenant) and personal Microsoft accounts (e.g. Skype, Xbox)

  • Platform configuration

    Select "Client Application"

# Generate Microsoft Application Client Secret


Microsoft Azure Create Secret Key
  • Go to the application you just created.
  • On the sidebar click Certificates and secrets.
  • Click New Client Secret.
  • Add meaningful description e.q. "Concord CRM Secret".
  • Set expires to "Never".
  • Click "Add"
Microsoft Copy Secret Key

NOTE

After you create the secret, copy the new client secret value. You won't be able to retrieve it after you perform another operation or leave the Certificates and secrets page.

# Add Redirect URI


Microsoft Azure Application Add Redirect URI
  • Go to the application you just created.

  • On the sidebar, click Overview.

  • Just after the Application ID click Add a Redirect URI.

  • Click Add a platform.

  • Choose Web.

  • Add Redirect URI.

    In the Redirect URIs field add your Concord CRM installation URL and append /microsoft/callback, for example https://crm.domain.com/microsoft/callback.

TIP

You can retrieve your Microsoft Redirect URI in Concord CRM Settings->Integrations->Microsoft

  • Add Logout URI.

    In the Logout URL field add your Concord CRM installation URL and append /microsoft/logout, for example https://crm.domain.com/microsoft/logout.

# Add Application ID and Secret Key in Concord CRM

Now, the final step is to add the application id and the secret key in Concord CRM.

  • In Concord CRM, navigate to Settings->Integrations->Microsoft.
  • In the App (client) ID field, add your Microsoft Application ID, check the image below to find out from where to get the application id.
Microsoft Azure Application ID
  • In the Client Secret field, add the secret key you created and copied in the previous step.
  • Save Settings.

# Google

Before Concord CRM can start using the Google OAuth integration, you must set up a project in the Google API Console (opens new window) to obtain OAuth 2.0 credentials, set a redirect URI.

Because Concord CRM is a standalone application and is installed on your server and you are the data controller and responsible for processing all the data, you will need to configure additional config on the Google Developers Console page.

# Create New Google Developers Console Project

To enable your project's consent screen:

  • Open the Consent Screen (opens new window) page in the Google API Console.

  • If prompted, select the project you created previously.

  • Application name

    Enter a meaningful application name that will be displayed to users of the app.

  • Add your domain where you installed Concord CRM in the authorized domains section.

Google Console OAuth Consent Screen

# Create OAuth 2.0 Credentials

You need OAuth 2.0 credentials, including a client ID and client secret.

Google Console Project Create OAuth Client ID
  • For "Application Type", chose Web Application.

  • Add Authorized redirect URI.

    In the Authorized redirect URIs, add your Concord CRM installation URL and append /google/callback, for example, https://crm.domain.com/google/callback.

TIP

You can retrieve your Google Redirect URI in Concord CRM Settings->Integrations->Google

Check the image below for more information about the OAuth Client ID Configuration.

Google Console Project Configure OAuth Client ID

NOTE

After the OAuth Client is created, copy the Client ID and Client Secret, as you will need to add them in Concord CRM later.

# Enable Gmail API

  • Open the Library (opens new window) page in Google API Console.
  • From the projects list, select the project you created previously. (if not selected)
  • Click Enable APIs and Services.
Google Console Enable Library

This will take your to their API Library. Simply search for "Gmail" and choose the Gmail API.

Google Console Enable Gmail API

# Enable Calendar API

  • Open the Library (opens new window) page in Google API Console.
  • From the projects list, select the project you created previously. (if not selected)
  • Click Enable APIs and Services.
Google Console Enable Library

This will take your to their API Library. Simply search for "Calendar" and choose the Google Calendar API.

Google Console Enable Calendar API

# Add Client ID and Client Secret in Concord CRM

  • In Concord CRM, navigate to Settings->Integrations->Microsoft.
  • Add the Client ID and Client Secret.
  • Save Settings.

# App Verification

NOTE

You may need to verify the Google application. It’s your responsibility to ensure that the Project/App you created is verified.

When Concord CRM will try to authenticate e.q. email account, after you select your Google account, probably you will see a message “This app isn’t verified“, the verification process (opens new window) is clearly explained by Google and all the steps how you can verify your app, as Concord CRM does not hold any data for your company, you will need to verify the application on your own.

If you don't want to verify the application click on Advanced then Go to App Name (unsafe) just to test this feature for your own account.

When Google asks for privacy policy URL, if you have a privacy policy for your main website, you can use this privacy policy or you can use Concord CRM privacy policy feature.

# Twilio

Concord CRM Twilio integration allows you to make calls from the application and also receive incoming calls on a Twilio phone number.

You will need to configure the integration and purchase a Twilio number in order to start making calls.

NOTE

Your application must have SSL Certificate and be served over HTTPS in order the Twilio integration to work properly.

Additionally, make sure to check the Twilio supported browsers by clicking here (opens new window).

To get started with the integration, follow the steps below.

  • If you don't have a Twilio account already, register for a Twilio account.
  • Login to your Twilio console (opens new window).
  • Copy the Account SID and Auth Token and in Concord CRM, add the credentials in Settings->Integrations->Twilio
Twilio Account Credentials
  • After you add the credentials, click Retrieve Numbers.
  • Select the number you want to receive and make calls.
  • After you select number, click Create Application.
  • Click Save.

NOTE

You should make sure that you will use the phone number you selected in Concord CRM only, if you use the phone number in other applications, your other applications won't work as in this case, Concord CRM created application will use the phone for calls.

Concord CRM Twilio Integration

NOTE

Make sure that your Concord CRM installation is publicly available, as Twilio uses Webhooks and makes requests to the application i order to initiate new call.

# Debugging Twilio

If for some reason your integration does not work on your Concord CRM installation, you can take additional steps to debug why the integration is not working using Twilio debugging tools.

  • In your Twilio account, via the top search bar, search for "Debugger" (opens new window)
  • Click on the Debugger link from the result.
  • If there are errors logged, you will be able to see list of the errors.
  • Click on the last few errors so you can inspect them, in most cases, there will be an explanation why the error occured.
Twilio Debugger

Common issues for your Twilio integration not is not working fine are the following:

  • Your Concord CRM installation is not publicly accessible

    If you are using any authentication like htpasswd or blocking access to the outside world to your installation URL, you won't be able to use the Twilio integration.

  • You are trying to test the integration with Twilio trial account and your 'To' number is not verified.

    You attempted to initiate an outbound phone call from a trial account, but the 'To' number you specified is not a verified number for your account. In order to make calls during a free trial, you must first verify your ownership of the phone number being called.

    You can verify phone numbers from the phone numbers section (opens new window) of your account Twilio portal.

  • Geo Permission configuration is not permitting call

    You attempted to initiate an outbound phone call to a phone number that is not enabled on your account. Please check your Voice Dialing Geographic Permissions (opens new window), fix it, and try again.

# Zapier

The Zapier integration is at "Invite Only" and "Testing" stage, we are inviting you to test the integration before it's available for everyone.

In order to get invited to Concord CRM Zapier integration, you will need to share your purchase key to get the invitation link.

  • Navigate Settings->Integrations->Zapier
  • Enter your purchase key
  • Click Get Integration Link

After we verify your purchase key, the integration link will shared with you, open the link in new tab and accept the Concord CRM integration.

After you accepted the integration, you can use Zapier and Concord CRM as any other Zapier application.

Read more about Zapier