Apps
Linking an app to Connect lets the two share data, so you get caller ID and contact search from your other systems and calls get logged back to them automatically. What each app does varies, so check its page for the detail.
Most apps are linked from the Apps screen in Connect. Some need an administrator to set them up once for the whole organisation, and the app's page says so where that applies.
If you use standalone Sidekick, you can also link Arbor, Street, Tracker RMS, Zoho CRM and Zoho Desk from its own Apps screen, so your call transcripts are filed against your contacts. See Linking apps in Sidekick.
CRM and business systems
- Alto
- Arbor
- Bromcom
- Dynamics 365
- HubSpot
- Monday.com
- Salesforce
- Smokeball
- Street
- Tracker RMS
- Zoho CRM
- Zoho Desk