Integrate Your CRM with CXone Agent Embedded

Required permissions: Configurations Create

You can integrate your CRM with CXone Agent Embedded. This allows agents to see records from your CRM in the customer card. CXone Agent Embedded supports integration with:

• HubSpot

• Kustomer

• Microsoft Dynamics

• Oracle

• Salesforce

• ServiceNow

• Zendesk

You must enable the Agent Integrations employee profile attribute for the agent to see CRM records in the customer card. You must enable the Customer Card employee profile attribute for the agent to see the customer card.

After you've integrated your CRM with CXone Agent Embedded, you can complete additional CRM integration tasks, including data memorialization.