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Step by step: setting up BelBuddy, call forwarding, and connecting your calendar and your own software.
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Instructional videos
Forwarding calls to BelBuddy
Connecting your calendar
Connecting your CRM, ticketing system or online shopGetting started
Getting started in ten minutesSigning up, your BelBuddy number, the first settings and a test call.Forwarding calls to BelBuddyForward your own number to BelBuddy: only when you don't answer, or always.With videoConnecting your calendarMicrosoft 365 and Outlook, Google Calendar, iCloud or Yahoo: how BelBuddy adds appointments to your calendar.With video
Setting up BelBuddy
Tailoring BelBuddy to your businessOpening hours, what BelBuddy knows about you, services, questions and answers, and how you are notified.Staff and departmentsAdd colleagues so messages reach the right person or department.Tasks: Service desk, Orders and New leadsLet BelBuddy do more than answer calls: reports, orders and new customers.
Integrations with your software
Connecting your CRM, ticketing system or online shopTOPdesk, Autotask, HaloPSA, Freshdesk, HubSpot, Salesforce, Dynamics 365, Pipedrive, Monday.com, Shopify and WooCommerce.With videoCreating an API keyCreate a key that lets your own software retrieve calls from BelBuddy.Setting up webhooks (Zapier, Make, n8n)After every call, send the note automatically to your own system or to Zapier, Make or n8n.
Account and subscription
Still stuck?
Email [email protected] or ask your question in the chat at the bottom right. We are happy to help, including with setup.