...
To manage this kind of integrations there is a dedicated sub-section in the Settings Menu, divided into:
- Integrations (see below)
- Triggers, to manage when and how the integration will work (inbound and outbound)
- Custom Fields, to show to the Agent useful information of the customer directly on the 3rd party application.
...
- Delete an Integration
- Edit the Integration parameters
Create a new Integration
...
Clicking on New Integration and filling the form with data about your 3rd Application Account, according to your integration type.
Please find more detailed instructions on the XCALLY Integration Guides:
XCALLY - Zendesk
XCALLY - SugarCRM
XCALLY - Salesforce
XCALLY - Desk
.