CRM Integration
Connect Avikto to your CRM to bring customer records into your case management workflow. Once a CRM is connected, agents can view customer details and raise cases directly from a customer record.
ConnectNX
Integrating with ConnectNX enables the Customers directory in Avikto and allows agents to raise cases directly from a customer record.
- Go to Settings → Organisation → Integrations → CRM
- Select ConnectNX
- Enter your ConnectNX credentials and authorize
- Once connected, the Customers directory becomes active and case creation from customer records is available
See Also
- Integrations — Overview of all available integrations
- Case Configurations — Organization-wide case settings