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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.