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smrtPhone Cloud Phone System
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Setting up a smrtPhone Account for use in your CRM
Setting up a smrtPhone Account for use in your CRM
There are three paths to activating smrtPhone within your CRM account
Ellen Sluder avatar
Written by Ellen Sluder
Updated over a week ago

Before you can use smrtPhone with your CRM, you need a smrtPhone account with an active subscription.

smrtPhone currently supports integrations with these CRM platforms:

  • Podio

  • Salesforce

  • InvestorFuse

Within the Salesforce and Podio umbrellas there are many CRM configurations that we integrate with, such as Beast Mode and REIvolution for Podio and Left Main and Streamline my REI for Salesforce. We are actively working on several new CRM integrations.

Three Scenarios for Connecting smrtPhone to your CRM

  • Path 1 - Move Existing smrtPhone Account.
    You have an existing smrtPhone account and you want to move it over to work with this new CRM you are integrating. This will disconnect it from your current CRM. Choose this path >>

  • Path 2 - Keep Existing Account & Create New One for the new integrated CRM.
    You have an existing smrtPhone account, but want a new account to test with the new CRM integration. This is a good option if you are not sure if you want to leave your current CRM- you maintain two separate smrtPhone accounts (for testing.) Choose this path >>

  • Path 3 - New to smrtPhone.
    You do not have a current smrtPhone account and need to set up a new account. Choose this path >>

If you have an inactive/canceled smrtPhone account and want to use the same email address, you should follow Path 1.

Path 1 - You have an existing smrtPhone account and you want to move it over to work with a new CRM

If you have an existing smrtPhone account you can move it over to work with your new CRM account. Please note: once you complete this step your smrtPhone account will no longer be connected to your current CRM system and will only be connected to your new CRM account.

To move from current CRM to the new CRM:

  1. When logged into your smrtPhone account, copy and paste the following link into another tab in your browser: https://phone.smrt.studio/setup/connectCrm

  2. This will take you to the Connect CRM page. Select the button that corresponds to your new CRM. Log in with your new CRM credentials.

  3. Once completed you will be connected to the new CRM and no longer to current CRM.

  4. There is one additional step if you are a Salesforce User. You will need to install the smrtPhone CTI dialer that embeds the phone into your CRM. Follow these instructions>>

Path 2 - You have an existing smrtPhone account, but want to do a new account to test with the new integrated CRM

If you have an existing account with smrtPhone and want to create a new account to test with a new CRM you can do so. Please note this will be a separate account completely and your numbers/call history/users will not carry over. (You can move numbers over to the new account from your old one at a later date if you wish, but it is not instantaneous and requires a request from support)

  1. If you have an affiliate link from your CRM provider, please use that to get to our Start Trial (new account) form to make sure you are attached to their profile. If you do not have a link you can go directly to our Start Trial page >>

  2. Fill in the form and click “Start Your Free Trial” at the bottom of the form.

  3. This will take you to the Connect CRM page. Select the button that corresponds to your new CRM. Log in with your new CRM credentials.

  4. Once you have logged in you will be asked to select a plan and enter your credit card information (for usage and also for when you activate your subscription). This screen is also where you would enter any discount codes you may have received from your CRM provider.

  5. There is one additional step if you are a Salesforce User. You will need to install the smrtPhone CTI dialer that embeds the phone into your CRM. Follow these instructions>>
    All other CRMs can use the smrtPhone Chrome Extension to enable one-click calling and texting from within the CRM.

  6. IMPORTANT: This new smrtPhone account will automatically be placed into a Trial Plan, which is a free 30-day subscription, but with limitations. If you want full use of smrtPhone, you must activate your subscription. Detailed instructions are available here >>

Path 3 - You do not have a current smrtPhone account and need to set up a new account

  1. If you have an affiliate link from your CRM provider, please use that to get to our Start Trial (new account) form to make sure you are attached to their profile. If you do not have a link you can go directly to our Start Trial page >>

  2. Fill in the form and click “Start Your Free Trial” at the bottom of the form.

  3. This will take you to the Connect CRM page. Select the button that corresponds to your new CRM. Log in with your new CRM credentials.

  4. Once you have logged in you will be asked to select a plan and enter your credit card information (for usage and also for when you activate your subscription). This screen is also where you would enter any discount codes you may have received from your CRM provider.

  5. Salesforce Users: there is one additional step. You will need to install the smrtPhone CTI dialer to embed the phone into your CRM and enable click to call. Follow these instructions>>
    All other CRMs can use the smrtPhone Chrome Extension to enable one-click calling and texting from within the CRM.

  6. IMPORTANT: This new smrtPhone account will automatically be placed into a Trial Plan, which is a free 30-day subscription, but with limitations. If you want full use of smrtPhone, you must activate your subscription. Detailed instructions are available here >>

We recommend you familiarize yourself with the new user setup guide. It will provide guidance with activities such as: how to buy numbers, how to configure flows for inbound calls and text messages, and how to manage users.

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