Branvo

About the Branvo integration

The Branvo integration looks up every caller by number before Callmate answers, so returning customers are greeted by name, and writes every call back to the right record.

Key features

• Callmate lookup: Returning customers are recognized before the first word.
• Call logging: Summary, transcript and recording on the contact timeline.
• Lead creation: New callers become leads with the details Callmate collected.
• Tasks: Follow ups assigned to the record owner with a due date.

Get started

In Callmate, open Settings, then Integrations, and choose Branvo. Authorize access, map your lead fields and place a test call.

For help, read the Branvo setup guide.