Click a link to start a phone call with a contact directly from Jetpack CRM via Click 2 Call.
Activate Click 2 Call
These are the steps to activate the Click 2 Call feature:
- Head to Jetpack CRM → CRM Settings, click on General.
- Check the box next to “Show Click 2 Call links”.
- Select the type of call or telephone –
tel:(standard phone),callto:(legacy/PBX), andsip:(SIP/VoIP systems) - The contact’s phone number will now appear as clickable. You can verify it by checking any contact’s page.
When to use the three phone options
Since there are different phone options to choose from, make sure you select the one that matches the calling method your visitors will use:
- Choose
tel:for standard phone numbers (recommended for most websites). - Choose
callto:if you’re using a legacy PBX or Skype-style calling system. - Choose
sip:for SIP/VoIP phone systems.
Send SMS via Click 2 Call and Twilio
To use Click 2 Call with SMS (text messaging), you’ll need the Twilio Connect extension. This extension allows you to integrate your Twilio account with Jetpack CRM.
Twilio is a paid service for sending text messages. Once you’ve set it up to send to external numbers, you’ll need credit in your account there to send messages.
Read more about how to set up the Twilio Connect extension.
Set up for Mac and iPhone users
While it is outside of our scope of support to assist with this, you may run into the following error:
Your iPhone is not configured to allow calls using this Mac.
This is related to how Apple configures networking between two or more devices on the same network. There’s a good article here on how to fix this.