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Supported integrations

The table below presents all supported integrations. For cloud-based applications, versions aren't listed. For more information, select a manufacturer or an application.

Read more about supported integrations on the manufacturer's site

Manufacturer

Application

Version

Integration features

Notes

1-2 Mobile Limited

ServiceMax

 

Included

 

ACA Systems

WinSIMS

 

Included

 

Agent Pro

Agent Pro

 

Only application-specific features

 

Apple Inc.

Apple (OS X) Contacts

 

Included

 

Autotask Corporation

Autotask

2017.1

Included

API needs to be enabled.

Carerix bv

Carerix

 

Included

Carerix API and telephony needs to be enabled by Carerix.

Chittak Ltd

TITAN

 

Included

 

ConnectWise

ConnectWise Manage

2017.6, 2017.5, 2017.1, 2017.3, 2016.6

Included

Screen popping only pops the webpage.

ConnectWise

ConnectWise PSA

2016.5, 2016.2, 2016.1, 2015.1, 2014.4, 2011.2-2013.1

Included

Screen popping only pops the webpage.

CPL Software

RPM

2.21

Included

CPL Software required before the installation.

DATEV

DATEV

 

Included

Additional options include sending remarks, journal entries and calls to DATEV.

Dezrez

Dezrez

 

Included

Additional charges apply.

Dezrez

Rezi

 

Included

Additional charges apply.

Eniro AB

Eniro

 

No caller preview, no contact popping

National Swedish directory.

Estates IT Ltd

PCHomes

6.5

Included

ODBC connection required.

Ivanti

Goldmine®

5.5-9.2, 2014 (Premium), 2013

Included

To use the dial button, users need to have master rights assigned.

Google

Contacts

 

No click-and-dial

 

Ivanti

Goldmine

2016

Included

To use the dial button, users need to have master rights assigned.

IBM®

IBM Notes (previously Lotus Notes®)

9.0, 7-8.5

Included

When multiple Notes databases are used, only records from the currently active database are popped.

Kapitol

Infobel

 

No caller preview, no contact popping

National Belgian directory.

Infor.

Infor CRM (previously Saleslogix)

 

Included

Only LAN version supported.

Maximizer Software Inc.

Maximizer (also known as Maximizer Web Access)

2016, 2015 R2 (cloud), 2015 (cloud), 2012 (cloud), 9-12

Included

For cloud-based versions, you need to enable the Web API, and screen popping works only in the Internet Explorer browsers.

Max-Immo

Max-Immo

 

Included

Beta trial required.

Microsoft®

Access

Office 365™, 2013, 2000-2010

Included

 

Microsoft

Dynamics 365 For Sales

 

Included

To log in, use the Microsoft Dynamics log-in method. Windows® XP not supported.

Microsoft

Dynamics CRM

Office 365, 2016, 2015, 2013, 2011, 4.0, 3.0

Included

For Office 365, .NET4 and Windows Identity Framework required. Windows XP not supported.

Microsoft

Dynamics NAV

2016 (SQL), 2015 (SQL), 2013 R2 (SQL), 2013 R2 (CLASSIC), 2013 (SQL), 2013 (CLASSIC), 2009 R2 (SQL), 2009 R2 (CLASSIC), 2009 (SQL), 2009 (CLASSIC), 4.0-5.0 (SQL), 4.0-5.0 (CLASSIC)

Included

Only MS SQL databases fully supported. For CLASSIC databases, beta trial required.

Microsoft

Outlook®

Office 365 (64- and 32-bit), 2016, 2013, 2010 (64-bit), 2000-2010 (32-bit)

Included

Only the fully installed Outlook client supported.

Mirage Computer Systems GmbH

CTI Data Connector for Salesforce

 

Only application-specific features

 

NetHelpDesk Ltd

NetHelpDesk

 

Only application-specific features

 

NetSuite Inc.

Netsuite CRM

2015-2017, 2013, 2010-2012

Included

 

PerfectView CRM

PerfectView Online CRM (also known as PVCRM)

 

Included

International numbers currently not supported.

PVCRM GmbH

PVCRM (also known as PerfectView CRM)

 

Included

International numbers currently not supported.

QGate Software Ltd

intelli-CTi

 

Only application-specific features

For configuration details, contact the manufacturer.

Sage

50c, 50 Accounts, Line 50 Accounts

2008-2017

Included

 

Sage

50 Complete Accounting

2012-2014

Included

 

Sage

ACT! Professional

2008-2013

Included

 

Sage

Sage CRM™/MME, Sage 200™ with Sage CRM module

2014 (Professional, On-Premise Editions), 2013, 7.0-7.3

Included

 

Sage

Sage Saleslogix

7.2-7.5

Included

 

Salesforce.com Inc.

Salesforce CRM™ (Classic Add-in)

Enterprise (Classic and Lightening), Unlimited (Classic and Lightening), Performance (Classic)

Included

To integrate with the Professional Edition, API access required.

Salesforce.com Inc.

Salesforce CRM (NEW Adapter)

 

No contact searching, no automatic contact popping

Not supported on Terminal Services environments. Salesforce needs to be licensed for the Open CTI API.

Salpo Technologies Ltd

Salpo CRM

 

Included

 

Stylite

eGroupware

1.0-1.8

Included

 

Sugar CRM

Sugar CRM

7.6-7.9, 5.0-7.2

Included

 

SuperOffice®

SuperOffice

7.5, 6.0-7.1

Included

Only MS SQL databases supported.

Swiftpage

ACT! Premium

v17-v19

Included

With screen popping, you can choose which window to display.

Swiftpage

ACT! Professional

v16-v19

Included

With screen popping, you can choose which tab to display.

Swiftpage

Saleslogix (currently Infor CRM)

8

Included

Only LAN version is supported

TEL SEARCH

tel.search.ch

 

Included

Maximum 1000 lookups per day. Only one key per company or user allowed upon request.

vtiger.com

VTIGER® CRM

4-7

Included

 

Workbooks

Workbooks

 

Included

Chrome ver. 53.0.2785.89 or newer recommended.

Zoho Corp.

Zoho CRM

Standard, Professional, Enterprise

Included

For details on the limitations of the Zoho API, see here.

Zoho Corp.

Zoho CRM (PhoneBridge)

Enterprise

Included

Zoho PhoneBridge API required.

Note

Salesforce CRM security token

When integrating with Salesforce CRM, your security token needs to be added to the end of your password. For example, if your password is mypassword and your security token is XYZ123, you should enter mypasswordXYZ123 as a password.

If you don't know what your security token is, you can reset it in your Salesforce CRM account.

Read more about your security token in Salesforce help materials

Can't find what you're looking for?

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