Outbound Call from Bitrix24 via Click-to-Dial

The integration with Bitrix24 allows you to make outbound calls by clicking on a contact, lead, or company number.

Important:

Calls will not be made if the employee clicking the number is not imported into the CallGear telephony system.

How it Works:

When a number is clicked, the system performs sequential dialing of the employee’s numbers (similar to an internal call) based on their priority settings in CallGear telephony. Once the employee picks up, the call will be connected to the contact.

Setting Up Outbound Calls via Click-to-Dial

To enable the outbound click-to-dial functionality in Bitrix24:

1. Activate the “Outbound Call by Click” parameter.
2. Set a default virtual number in the “Number for Click-to-Call” parameter. This number will appear as the Caller ID (CLI) for contacts if the employee does not have a SIP line in “Registered” status.

Additional Settings:

• Enable the “Override CLI for Outbound Calls” option if you want to ignore the virtual numbers configured in the SIP line settings. In this case, the contact will always see the number specified in the “Number for Click-to-Call” parameter as the Caller ID.

How to Make an Outbound Call via Click-to-Dial

Access rights configured in telephony do not apply to the click-to-dial feature.

You can initiate an outbound call via click-to-dial directly from:

• The list of contacts, leads, or companies;
• A contact, lead, or company card.

Notifications for Failed Click-to-Dial Attempts

In some cases, an outbound call via click-to-dial may fail. Possible reasons include:

• The “Number for Click-to-Call” parameter is not configured;
• The employee has no numbers in CallGear;
• The employee’s numbers in CallGear are inactive;
• Call handling for the employee is disabled in CallGear.