How to integrate CallConnect with LINE WORKS to receive notifications in LINE WORKS when there is an incoming call in CallConnect

CallConnect is a convenient tool that supports smooth customer service even during remote work. With a cloud-based system, the entire team can share information, enabling consistent responses from remote locations.
However, there may be situations where you cannot notice incoming calls, especially when you are focused on urgent tasks or handling other work while out of the office.
This article explains the benefits and setup methods of integrating CallConnect with LINE WORKS.

This article is recommended for

The content introduced this time is recommended for the following people!

Those who are utilizing both CallConnect and LINE WORKS and want to further streamline their operations
Those who want to immediately grasp incoming call information and give instructions smoothly, even when out or in meetings
Those who want to streamline the sharing of phone response information and achieve smooth collaboration across the team

Benefits and Examples of Integrating CallConnect and LINE WORKS

Benefit 1: Preventing missed calls

By integrating CallConnect with LINE WORKS, incoming call information is notified in real-time to LINE WORKS.
When there is an incoming call, it is automatically notified to LINE WORKS, allowing you to quickly grasp the call even when you are out and respond promptly.
Furthermore, even if you miss a call, the call history is recorded in LINE WORKS, avoiding situations where you don't know who called.
This allows you to accurately identify who needs a callback, even during busy work, enabling prompt responses without delay.
As a result, it prevents opportunity loss due to missed calls and leads to the acquisition of new business opportunities.

Benefit 2: Streamlined information sharing

Since incoming call information is automatically shared in LINE WORKS, communication within the team becomes smooth.
For example, if a sales assistant receives a call and conveys it verbally or by email to the responsible salesperson, there is a risk of delayed communication if the salesperson is out or in a meeting, potentially delaying callback to the customer.
With app integration, incoming call information is immediately notified to LINE WORKS, allowing the responsible salesperson to grasp the information regardless of location.
As a result, it enhances the quality of team collaboration and is expected to improve overall business performance.

Benefit 3: Prevention of human error

By integrating CallConnect with LINE WORKS, the certainty of information transmission in phone operations is enhanced, reducing the risk of human error.
When recording phone content manually, there is a possibility of human errors such as miswriting or omission.
With app integration, information is reliably recorded and shared with stakeholders, preventing human errors when reviewing the content later.
For example, if there is a need to review past call content later, information can be easily searched from LINE WORKS history.
As a result, it may prevent omissions in responding to customer requests and enable more appropriate responses based on past circumstances.

In this article, we will proceed with the integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

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

[What is Yoom]

How to Create a CallConnect and LINE WORKS Integration Flow

It is possible to achieve this by receiving notifications when a client is registered in CallConnect using CallConnect's API and notifying LINE WORKS using the API provided by LINE WORKS. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The integration flow is broadly created through the following processes.

Register CallConnect and LINE WORKS as My Apps
Set up a trigger to activate when a call is received in CallConnect
Configure settings to add a client in LINE WORKS
Test and verify

Step 1: My App Integration with CallConnect and LINE WORKS

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
Search and register CallConnect and LINE WORKS respectively.

Register CallConnect as My App

Let's start by registering CallConnect.

Enter CallConnect in the input field, and the CallConnect icon will appear. Click on the icon.

1. The following screen will appear.
Enter the Account Name and Access Token you wish to integrate.
Once entered, click "Add" to complete the My App registration.

Register LINE WORKS as My App

Similarly, search for LINE WORKS and click on the icon.

1. The following screen will appear.
Enter the Client ID, Client Secret, and Scope.
For detailed instructions on registering LINE WORKS as My App, please refer to this guide.
If you encounter issues with registering LINE WORKS as My App, please refer to the following link.
Checklist for when LINE WORKS (API2.0) My App registration fails
Once the settings are complete, click "Add".

For instructions on setting up the Callback for LINE WORKS (API2.0), please refer to this guide.

This concludes the My App registration for CallConnect and LINE WORKS.

Upon successful registration, the following screen will appear.
Check if the icons for CallConnect and LINE WORKS are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the Trigger to Activate When a Call is Received on CallConnect

1. First, click on "When a Webhook is Received" at the top.

2. You can set the title freely.
Enter the account information to integrate with CallConnect.
Select "When a Webhook is Received" for the action.
Once you have finished entering, click "Next".

3. Copy the Webhook URL and set it in the management screen.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting Notifications for LINE WORKS

1. Return to the flow. Finally, click on the icon "Send Message to Talk Room".

2. Enter the account information to integrate with LINE WORKS.
Select "Send Message to Talk Room" for the action.
Once you have finished entering, click "Next".

3. Set each item.
When you click the input field for the Board ID, suggestions will appear, so please select from them.
Also, when you click the message editing field, the output obtained earlier will be displayed.
In the following case, the phone number obtained from CallConnect will be inserted into the message content.
Once the setup is complete, click "Test" and if there are no issues, click "Save".

3. With this, the flow of [Notify LINE WORKS when a call is received on CallConnect] is complete.

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, you can complete the setup smoothly without any code.
Try this convenient flow from the link below.

Other Automation Examples Using CallConnect

There are many other examples of automation using CallConnect in Yoom, so here are a few.

1. This is a flow where customer information is created in CallConnect when information is added to Google Sheets.
By using this template, customer data added to Google Sheets can be automatically reflected in CallConnect.
This allows you to efficiently proceed with the registration process and helps prevent manual errors.

2. This is a flow to add incoming calls from CallConnect to Microsoft Excel.
By utilizing this template, you can save the effort of recording phone interactions and efficiently manage the response history.
This not only reduces the workload after handling calls but also is expected to improve the speed of operations.

3. This is a flow to notify Slack when a call is received on CallConnect.
The template introduced in this article was for notifying LINE WORKS, but by using this template, notifications are automatically sent to Slack.
This allows for quick sharing of incoming call information, preventing delays in response among team members.

Summary

By integrating CallConnect with LINE WORKS, you can now automatically receive notifications on LINE WORKS when a call is received on CallConnect.
This allows you to quickly grasp the phone situation, both internally and externally, and respond promptly as needed.
Are you thinking that you want to make your daily operations more efficient but believe that implementing automation requires specialized knowledge? With Yoom, you don't need to worry about that.
Time-consuming tasks such as monthly report creation and daily data management can be streamlined effortlessly by utilizing Yoom's templates.
Why not aim for an efficient way of working by leveraging Yoom?