CRM Integrations
Integrating your telephone system with your CRM or business systems can provide significant productivity gains to your organization, for example, know who is calling and quickly get their details on the screen or simply click on their contact number to automatically make your handset dial the number.
For the comprehensive list of all CRM Integrations supported follow the link below.
Go Integrator for Webex Calling supports an extensive range of CRM Integrations providing a range of integration features from those described below. Up to four CRM integrations can be concurrently configured.
Contact Popping
Pop the caller’s contact record within the integrated CRM automatically on incoming call, or manually via a single click
ACTIVITY LOGGING
Manually or automatically create an activity record of a call received within the integrated CRM and allows addition of notes
Add Contact
Add new contacts to the integrated CRM from multiple locations such as the live call Preview window, Call history and Missed calls pop up
Caller Preview
Preview who is calling before the call is answered, and view additional caller details, including notes, all from the unobtrusive Caller Preview window.
DUPLICATE CONTACT
Add an existing contact’s details from one integrated CRM to another integrated CRM
Click to Dial
With a single click, dial a contact’s phone number from within your integrated CRM
Address Book
Search the contact directories of multiple integrated CRM(s) simultaneously, and call or pop a contact from the results
