Integration settings

Integrations connect a CRM or application with the telephone platform.

Incoming or outgoing telephone numbers are matched to a contact record in a CRM.

This enables features such as Contact Popping and Address Book Search.

Select "(Add new)" to add a new CRM integration:

Choose the desired application from the list, and select "Set":

*NOTE: Only Standard Integrations will appear in the list. Other applications or "Controlled" integrations require an unlock code.

Click here to search for a supported integration, or to request a new one.

Select "Help" to open the Integration guide:

The Integration guide contains step-by-step configuration details:

After completing the configuration steps from the Help Guide, select Save:

*NOTE: Please refer to the Integration guide specific to your application or CRM. Specific features may vary depending on the CRM or application.

Check the connection status of the integration:

Test search by selecting "Test", enter the contact number, then select Search:

*NOTE: Test search may be unavailable with certain CRMs or applications.

Select Delete to completely remove the Integration: