Integrate CRMs into Agent Applications

The information on this help page applies to both Studio and Desktop Studio.

You can integrate data from a CRM Third-party systems that manage such things as contacts, sales information, support details, and case histories. into Agent, Agent Embedded, or Agent Integrated. This allows you to share data between the agent application and your CRM.

A CRM integration sets up one or more workflows between the agent application and the CRM. Workflows include tasks such as creating or searching for CRM records.

Custom scripting is required to set up a CRM integration. The scripting is one step in the integration process. The following table provides links to online help about the integration process for each CRM and agent application.

Agent Application	Details
Agent	HubSpot Integration Overview Scripting Steps Kustomer Integration Overview Scripting Steps Microsoft Dynamics Integration Overview Scripting Steps Oracle Integration Overview Scripting Steps Salesforce Integration Overview Scripting Steps ServiceNow Integration Overview Scripting Steps Zendesk Integration Overview Scripting Steps
Agent Embedded	Kustomer Integration Overview Scripting Steps Microsoft Dynamics Integration Overview Scripting Steps Oracle Integration Overview Scripting Steps Salesforce Integration Overview Scripting Steps ServiceNow Integration Overview Scripting Steps Zendesk Integration Overview Scripting Steps
Agent Integrated	HubSpot Integration Overview Scripting Steps Kustomer Integration Overview Scripting Steps Microsoft Dynamics Integration Overview Scripting Steps Oracle Integration Overview Scripting Steps Salesforce Integration Overview Scripting Steps ServiceNow Integration Overview Scripting Steps Zendesk Integration Overview Scripting Steps
Agent for Microsoft Teams	HubSpot Integration Overview Scripting Steps Kustomer Integration Overview Scripting Steps Microsoft Dynamics Integration Overview Scripting Steps Oracle Integration Overview Scripting Steps Salesforce Integration Overview Scripting Steps ServiceNow Integration Overview Scripting Steps Zendesk Integration Overview Scripting Steps