Before you are able to setup the Bluerock Phone Integration you will need to have it activated for your account. If you have not done this already please contact firstname.lastname@example.org for pricing information and to sign an enhancement proposal (only authorized contacts from the account will be able to sign up for the integration). Once this first step is complete, support will be notified to activate the account and you will updated once available. Start by going to the Bluerock settings page.
Location: Admin Tab > Settings > Bluerock
Once activated go to the settings page and if one was not already created, click the "Create One" link to create the Bluerock Connect Token.
After creating the connect token, provide the token and the Web Connector Endpoint that is displayed to Bluerock. These 2 items are what Bluerock uses to access your account for some of the functionality the integration offers.
* The Web Connector Endpoint will display with the domain you are logged in with; if you are logging in through a domain you do not normally use or plan on having a custom login domain created, you will want to make sure and adjust the Endpoint with Bluerock. Bluerock needs the Endpoint to be for the same domain your users will be logging into the CRM from. To ensure you have the proper Endpoint, you can simply login to the CRM via the domain your users will be using and go to the Bluerock settings page and copy the Endpoint. If this method is followed, the Endpoint should adjust to the domain you are logged in from.
Now that you have created the Connect Token and Web Connector Endpoint, copy the information and provide it to Bluerock (email@example.com) and request they provide the API ID and API Hash. Usually the API ID is a 2 or 3 digit number and the Hash is a 32 digit text string. Once Bluerock responds to you with the information, you can simply cut and paste it into their corresponding input fields on the Bluerock settings page in the CRM.
Now enter the Bluerock URL. This should be the same for all accounts, but you should confirm with Bluerock the correct URL to use. The standard URL has been provided below; simply enter it into the input field as displayed.
Now map the Bluerock usernames to the users in your account. Make sure you map the correct Bluerock username with the correct CRM username. Also be sure to enter the Bluerock username exactly as it appears in Bluerock. Any discrepancies (differences in case, spacing or spelling) will cause some functionality to not work properly. If you are having an issue with an individual user, the first thing to check is that the Bluerock username has been entered correctly here.
* Only users from the company the admin user is logged in from will be displayed. If you are trying to activate or edit Bluerock settings for affiliate company users you will need to login as an admin from that affiliate that has access to the settings page. It may be necessary to temporarily change the user role of a affiliate user and login as them in order to make edits for the Bluerock settings.
Additionally, a WebHook can be setup to post leads into a specific campaign. Bluerock has functionality to pull leads in based on their workflow status and a WebHook may not be necessary. Most likely you would want to setup a WebHook in a situation where you have leads importing through a data source that you wish to have immediately added to the top of a campaign in Bluerock. Bluerock can provide posting instructions to setup the Webhook. Please visit our article on setting up WebHooks here.