CRM Connect

NAVOMI developed CRM connectors embedded into contact centers’ platforms like LivePerson’s Conversational Cloud and Twilio Flex. CRM Connect integration and communication between contact center platforms and various CRM systems. This means that all the information your agent needs is available in the same place.

Less time spent switching between platform and CRM systems. CRM Connect integration will allow agents to perform operations like search, create, and update records in the CRM system without leaving the workspace to provide efficiency to assist incoming consumers. Our team has experience working with various CRM systems including Salesforce, Zendesk, Microsoft Dynamics, Netsuite, SugarCRM, Netsuite.

Integration with other CRMs not listed and customization to existing integration can be made based on use cases and needs

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CRM Connect Capabilities

Search and Retrieve records from CRM systems within in widget
Create records in CRM system through the widget
Update the existing information in your CRM system
Attach Conversation Transcript to the records
Add your custom defined fields into the widget that specific to your business processes
Access CRM with OAuth2.0, an industry standard authorization protocol

Contact Center Platforms Supported

✓ LivePerson's Conversational Cloud
✓ Twilio Flex

Salesforce Integration

CRM Connect Salesforce integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget. Salesforce provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.

Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
Create and Update records in Salesforce supported objects Account, Contact, Lead, and Opportunity
Attach the conversation transcript as a Case object
Add your custom fields to in widget form to capture key details about your consumers

Microsoft Dynamics Integration

CRM Connect MS Dynamics integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget. MS Dynamics provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.
With our widget you can look forward to:

Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
Create and Update Account, Lead, and Contact type records in the MS Dynamics
Attach the conversation transcript as a Case, Notes, and Task for mentioned record type
Add your custom fields to in widget form to capture key details about your consumers

Zendesk Integration

CRM Connect Zendesk integration is embedded in the agent console and allows customer service representatives to search and track users while assisting through the widget. Zendesk provides customer relationship management services coupled with another suite of enterprise applications. Upon using CRM Connect, you are moving towards improved performance and productivity of your agents.
With our widget you can look forward to:

Responding to customer queries and solving them directly and instantaneously from the contact center cloud platforms
Create and Update End-User profiles and Ticket
Attach the conversation transcript to Tickets as public or private comments
Add your custom fields to in widget form to capture key details about your consumers

Contact Center / CRM Connect

CRM Connect

Integration with other CRMs not listed and customization to existing integration can be made based on use cases and needs

CRM Connect Capabilities

Contact Center Platforms Supported

Salesforce Integration

Microsoft Dynamics Integration

Zendesk Integration

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Contact Center / CRM Connect

CRM Connect

Integration with other CRMs not listed and customization to existing integration can be made based on use cases and needs

CRM Connect Capabilities

Contact Center Platforms Supported

Salesforce Integration

Microsoft Dynamics Integration

Zendesk Integration