Depending on which CRM or CRMs you are going to use with the service, they have different levels of support for features. Below you will find a matrix detailing what features your CRM system has with CRM Connect.
|
Button |
Call history (**) |
Other specific integration (***) |
|||
|---|---|---|---|---|---|
|
Open |
Open |
Open Company(*) |
|||
|
AFAS |
✅ |
Open user link |
|||
|
Custom Connector |
Customization dependency |
✅ |
|||
|
Efficy |
✅ |
✅ |
✅ |
✅ |
|
|
Freshdesk |
✅ |
✅ |
✅ |
List of recent tickets |
|
|
Freshsales |
✅ |
✅ |
|||
|
Hubspot |
✅ |
✅ |
|||
|
Lime GO |
✅ |
✅ |
|||
|
Lime Rest |
✅ |
✅ |
✅ |
✅ |
|
|
Odoo |
✅ |
||||
|
Pipedrive |
✅ |
✅ |
|||
|
Salesforce |
✅ |
✅ |
✅ |
||
|
SuperOffice |
✅ |
✅ |
|||
|
TOPdesk |
✅ |
✅ |
|||
|
Upsales |
✅ |
✅ |
|||
|
Zendesk |
✅ |
✅ |
✅ |
List of recent tickets |
|
|
Zoho |
✅ |
✅ |
|||
(*) Open Company: Open the user's company information.
(**) Latest Calls: It shows the latest calls logged in the CRM system, not the latest CDRs from the Call Systems.
(***) Other Integrations: Each system has individual specific features and capabilities. You will find in this list what is feasible per CRM integration. Some custom buttons require additional configuration, please contact customer support for more assistance.
What is needed from the CRM?
Depending on which CRM system(s) you have chosen, data from the CRM is needed for the lookup to function. This information is required for the search against your CRM to work.
Below you will find guides for each CRM and what is needed for it to work with CRM Connect.
Custom Connector(*)
AFAS
Efficy
Freshdesk
Freshsales
Hubspot
Lime Go
Lime Rest
Odoo
Pipedrive
Salesforce
SuperOffice
TOPdesk
Upsales
Zendesk
Zoho
(*)The Custom Connector is used for non-compatible CRMs. With this connection, you determine what should be visible such as name, customer number, company, and any functional buttons. Dstny provides this connection but takes no responsibility for configuring what is needed in the specific CRM.