Integration #
Use ~.Dimensions.~ to streamline customer communications and improve the efficiency of your staff. ~.Dimensions.~ offers multiple ways of integrating different business systems, allowing processes to be link to minimize on manual tasks and ensure users have access to all the data they need.
Integration Options #
CRM Integration #
~.Dimensions.~ provides integration into a range of CRM solutions, including Salesforce.com, Microsoft Dynamics 365, Freshdesk, Zoho, Zendesk & Clio. These integrations are provide through an embedded ~.Ucclient.~ client.
In addition, a standard URL based screen-pop can be implemented through the ~.UcClient.~ Desktop clients. For more information on ~.UcClient.~ CRM & Desktop clients, please use the documentation links below:
REST API #
The REST API can be used to manage the ~.Dimensions.~ contact directories, keeping them in sync with updates from external CRM packages to make sure the data does not become stale.
Webhooks #
Webhooks can be used to update external system with call data. Webhooks fire at the end of a call to provide details of the call result, recording link etc to other systems. When used in conjunction with Call Tagging, contextual information that has been added to a call can be passed to a CRM package or used to start a workflow process.