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To manage this kind of integrations there is a dedicated sub-section in the Settings Menu, divided into:

  • Integrations
  • Triggers, to manage when and how the integration will work
  • Custom Fields, to show to the Agent useful information of the customer directly on the 3rd party application.

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Please find more detailed instructions on the XCALLY Integration Guides:

XCALLY - Zendesk

XCALLY - SugarCRM

XCALLY - Salesforce

XCALLY - Desk.