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Exelare for Symphony
Exelare for Symphony
by cBizSoft, Inc

The Exelare integration includes click to call and texting. Save time and easily track calls made by your sales and recruiting teams.

Exelare for Symphony

The Exelare for Symphony integration provides the following features:

  • Click to call any phone number in a record
  • Automatically tracks start time and end time of a call
  • Call details are prefilled in any notes relating to the call
  • Single or multiple text messaging (SMS)
  • Call and Text message details automatically link to a record for future reference
  • Easy to use reporting

Original release date: 2017-03-13

Requirements

Exelare for Symphony is available for all Exelare users

App Scope and Permissions

When authorized, this app will be granted the following permissions:

PermissionDescription
Read MessagesView message store data, including SMS, fax, voicemail, etc.
Read PresenceView user presence status
Read AccountsView user account information, e.g. name, business name, and contact info
Ring OutPerform two-legged ring out phone calls
SMSSend and receive SMS/MMS messages
Webhook SubscriptionsManage and subscribe to webhook notifications