CRM Admin
- Helen Griffith
If enabled for your account, Vonage Contact Center can interact with various CRMs. To use Vonage Contact Center with supported CRMs, you need to link your VCC account with a user account in that CRM in the CRM Admin area of VCC.
To make and receive calls using Vonage Contact Center in Salesforce, you link Vonage Contact Center (VCC) to a Salesforce user account. The Salesforce user account must be an API user account. VCC uses the linked account to log in to Salesforce and perform automated actions. These automated actions include looking for a Salesforce record and creating a task at the end of a call.
For information about linking VCC to your Salesforce user account, see Linking Vonage Contact Center to a Salesforce account.
To use Data Connectors to retrieve, create, and update data from or in a Microsoft Dynamics 365 account, you must link Vonage Contact Center (VCC) to a Dynamics 365 user account. VCC uses the linked user account to perform actions in Dynamics 365. These actions include finding a Dynamics 365 record, creating a new record, and updating an existing record during a call.
For information about linking VCC to your Dynamics 365 account, see Linking Vonage Contact Center to a Microsoft Dynamics 365 account.
For general assistance, please contact Customer Support.
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