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Unity can integrate with several CRM systems.
For this functionality, A CRM integration license
must be assigned to the user.
This license is required in addition to the base license
for Unity Desktop agent or supervisor.
Please note that you may need
to be operating on specific versions for the CRM integration
to work lower versions of CRM offerings.
Do not always have the API integration service.
Please refer to the appropriate CRM guide on the uc Learning
Center for additional details.
Once the CRM integration license is assigned, restart unity,
the CRM panel will become available in the settings tab.
Select CRM under browser integration.
Then select the CRM platform from the dropdown list
and complete the required fields.
You can also configure Unity
to automatically pop the CRM contact
when the phone is answered.
The CRMs API may require a security token,
which must be requested through the CRM portal
and is emailed to the logged in user.
For additional instructions on how
to configure the CRM integration feature,
please see the Unity CRM integration user guide on our help
site.
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