For a PDF download of the Engage CRM integration Admin Guide, click here
Engage Customer Relationship Management (CRM) integrations will allow users to make calls while staying inside their CRM. Engage supports Microsoft Dynamics, Zendesk, SugarCRM, ServiceNow, Bullhorn, and NetSuite.
The Engage CRM integrations will help deliver a seamless, consistent, and efficient service experience for Engage users using their respective CRMs as their working platform. This integration helps agents because they will not have to leave their CRM to use Engage controls, such as taking or making calls.