How to integrate CallConnect with Chatwork to automatically notify incoming calls from CallConnect to Chatwork

Have you ever experienced difficulty in smoothly handling customer inquiries when the person in charge is absent?
One solution to this problem is to integrate CallConnect with Chatwork and automate the process.
By implementing automation that notifies Chatwork of incoming call information from CallConnect, other employees can easily follow up.
This will enhance the responsiveness and transparency of the entire team, allowing for smoother customer interactions.

Recommended for

Those who are using CallConnect and Chatwork and feel challenged by information sharing within the team
Administrators who want to visualize customer interaction history and improve transparency
Those who want to track call history and use it for searches

Benefits and Examples of Integrating CallConnect and Chatwork

Benefit 1: Easy Sharing of Incoming Call Information

When CallConnect's incoming call information is automatically sent to Chatwork, it becomes easier to share within the team.
For example, even if there is an urgent inquiry while the person in charge is absent, other staff members can respond.
This allows for smooth handling without keeping customers waiting or leaving calls unnoticed.
Moreover, notifications to Chatwork are done in real-time, so there is no worry about missing incoming call information.

Benefit 2: Visualize Call History

By automatically notifying Chatwork of CallConnect's incoming call information, it remains as call history in Chatwork, which can be utilized for history searches.
For example, when searching for past inquiries, there is no need to manually search one by one.
This allows for the visualization of call history, making it easier to manage incoming call information and reducing the burden on staff.
Additionally, it may facilitate the analysis of customer inquiry frequency and requests, contributing to improved response quality.

Benefit 3: Improved Transparency in Customer Interactions

When CallConnect's incoming call information is shared in real-time through Chatwork, it becomes easier to see which employee is handling which customer.
For example, even if multiple employees are handling customer interactions simultaneously, it is clear who is dealing with which customer.
This eliminates duplicate responses and allows other employees to step in for support if needed.
This enables highly transparent interactions and helps improve trust within the team.

Now, let's explain how to use the no-code tool Yoom to "Notify Chatwork when a call is received on CallConnect."

[What is Yoom]

How to Create a CallConnect and Chatwork Integration Flow

By receiving CallConnect's incoming calls via API and notifying through Chatwork's API, automation can be achieved.
Generally, programming knowledge is required to achieve this, but using the no-code tool Yoom allows for easy implementation without programming knowledge.

The integration flow is broadly created through the following processes:

Register CallConnect and Chatwork as My Apps
Copy the template
Set up the CallConnect trigger as the starting point of the flow and the subsequent Chatwork operation settings
Turn on the trigger button and verify the integration operation between CallConnect and Chatwork

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Register CallConnect and Chatwork as My Apps

Register CallConnect and Chatwork as My Apps to connect them to Yoom.
By registering My Apps first, you can proceed with automation settings smoothly.

First, let's register CallConnect as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so look for CallConnect or search for it in the search bar.

The following screen will be displayed, so please refer to the instructions and configure the settings.

Next, proceed to register Chatwork as a My App.
Search for Chatwork in the search bar or find it from the list, just like before.
Once the following screen is displayed, log in to Chatwork.

If CallConnect and Chatwork are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, click on the relevant section to modify it.
First, set up CallConnect by clicking "When a Webhook is received".

Step 3: Set up the CallConnect trigger as the starting point of the flow and the subsequent Chatwork operation settings

When the following screen is displayed, check the settings.

"Title" → Can be changed as desired
"Account information linked with CallConnect" → Check for any discrepancies in the account
"Action" → When a Webhook is received

The following screen will be displayed, so click within the red frame and copy the Webhook URL.
Move to the CallConnect screen and configure the settings.
Once configured, send a Webhook event or execute the trigger event, then click "Test" → "Test Successful" → "Save".

Next, set up Chatwork by clicking "Send a message".
When the following screen is displayed, check the settings.

"Title" → Can be changed as desired
"Account information linked with Chatwork" → Check for any discrepancies in the account
"Action" → Send a message

Check the following precautions.
For how to check your account ID, please see here.

Scroll and select the "Room ID" from the candidates.
Click within the frame to display the candidates and select the appropriate ID.

Next, set the "Message Content".
Use the output from CallConnect to set the message.
Click the arrow within the red frame to display the output.
The following is an example, so feel free to set it as you like.

Step 4: Turn on the trigger button and verify the integration operation between CallConnect and Chatwork

Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot is operating correctly.

Here is the template used this time.

Other Examples of Automation Using CallConnect and Chatwork

There are many other examples of automation using CallConnect and Chatwork on Yoom, so here are a few introductions.

1. A flow to automatically add incoming calls from CallConnect to Microsoft Excel.
Since you can automatically add incoming call details from CallConnect to Microsoft Excel, it saves the trouble of manual entry.
This automation is especially recommended for those who frequently handle calls and find it difficult to record incoming call details.

2. This is a flow where customer information is automatically created in CallConnect when information is added to Google Sheets.
‍ By adding customer information to Google Sheets, you can automatically create customer information in CallConnect, making it easier to manage customer information.
By reducing manual work, you can accurately register customer information.

3. This is a flow where a comment posted on kintone is automatically notified to Chatwork.
By notifying comments posted on kintone to Chatwork, smooth communication can be achieved.
There is no worry about missing comments on kintone, enabling speedy customer response.

Summary

By having CallConnect's incoming call information notified in Chatwork, information sharing within the team becomes easier, enabling smooth communication.
In particular, even if the person in charge is absent, other members can respond, eliminating any difficulties in handling inquiries.
Additionally, since incoming call information is notified in real-time, it helps prevent oversights and allows for quick responses.
Furthermore, having a call history in Chatwork will be useful for searching past inquiries.
Please utilize this template to enhance the transparency of customer support.