CRM Integration Snippets
The information on this help page applies to both Studio and Desktop Studio.
You can integrate yoursupported CRM application with Agent Workspace (Agent), Agent Workspace (Embedded) (Agent Embedded), Agent Workspace for Microsoft Teams (Agent for Microsoft Teams), or Agent Workspace (Browser Extension) (Agent Integrated). The integration process requires custom scripting, which includes some snippets.
You can learn about the scripting necessary to set up these integrations in the CRM integration online help. The scripting instructions are broken out by which version of Agent Workspace (Agent) and which CRM you're using:
- Agent Workspace (Agent)
- Agent Workspace (Embedded) (Agent Embedded)
- Agent Workspace for Microsoft Teams (Agent for Microsoft Teams)
- Agent Workspace (Browser Extension) (Agent Integrated)