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 Workspace (Agent), Agent Workspace (Embedded) (Agent Embedded), or Agent Workspace (Browser Extension) (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 Workspace (Agent) |
HubSpot Kustomer Microsoft Dynamics Oracle Salesforce ServiceNow Zendesk |
|
Agent Workspace (Embedded) (Agent Embedded) |
Kustomer Microsoft Dynamics Oracle Salesforce ServiceNow Zendesk |
| Agent Workspace (Browser Extension) (Agent Integrated) |
HubSpot Kustomer Microsoft Dynamics Oracle Salesforce ServiceNow Zendesk |
| Agent Workspace for Microsoft Teams (Agent for Microsoft Teams) |
HubSpot Kustomer Microsoft Dynamics Oracle Salesforce ServiceNow Zendesk |