Smokeball

Linking Connect to Smokeball lets you:

  • Search your Smokeball contacts from Connect.
  • See who's calling when the number matches a Smokeball contact.
  • Log calls against matters in Smokeball.

Before you set this up

To log a call against a matter, Connect needs your Smokeball staff ID, and it finds that by matching your email address across the two systems.

Use the same email address to log in to Connect and Smokeball. If they differ, Connect can't work out which staff member you are and activity logging won't work. This is the first thing to check if logging isn't happening.

If matching addresses isn't possible, we can set a default staff ID for your whole organisation as a fallback. Give your account manager the email address of the Smokeball user you'd like it to use.

Linking Connect to Smokeball

Every user who wants to use Smokeball with Connect does this for themselves.

1. Log in to Connect and click Apps.

The Apps item in the Connect left-hand menu

2. Click Connect Smokeball.

The Connect Smokeball button on the Apps screen

3. Enter your Smokeball account details and sign in to authorise the link.

The Smokeball sign-in screen

4. Once it's authorised you'll come back to Connect.

Connect showing Smokeball as linked

5. If you ever need to undo this, there's a Disconnect button on the Apps screen.

The Disconnect button on the Apps screen

Searching for contacts

Searching by name or number in Connect includes your Smokeball contacts.

1. Click the Search or dial... field.

The search or dial field in Connect

2. Type a name, then click a call icon in the results to dial that number through Connect.

Smokeball contacts in the Connect search results, with call icons

Caller ID

When a call comes in, Connect looks for a Smokeball contact with a matching number. If it finds one, the caller's name appears on the notification and in your call history.

Matching relies on phone numbers being stored consistently in Smokeball. See CRM screen popping for the number format setting and how to troubleshoot it.

Logging calls against matters

When a call finishes, Connect adds a task to the matter you picked during the call. You have to pick a matter while the call is still running, otherwise there's nothing to log against.

Connect shows the matters related to the contact you're speaking to. Choose one from the list, typing to filter it if the list is long, and the task is added when the call ends.

Choosing a Smokeball matter during a call in Connect

If the matter you expect isn't in the list:

  • Check the number the contact is calling from is on their Smokeball record, and that the contact is linked to the matter.
  • Check you're using the same email address for Connect and Smokeball, as described above.
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