ClearStar CRM Connector

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What is the ClearStar CRM Connector?

ClearStar CRM Connector makes it easy to log calls directly into your CRM. A screen pop, triggered by a call, allows notes to be added from a desktop client.  These automatic logs also make it easy to run call reports through CRMs such as Agile, Salesforce, Dynamics, ZenDesk, Zoho, and SugarCRM.

  • Allows for CRM contact creation
  • Helps with productivity and tracking
  • Tracks all calls
  • Enables click-to-dial capabilities from within internet browsers

Unity/CRM Guides

Unity/CRM Integration Setup Guide

Detailed guide for installing Unity and connecting Salesforce and other CRMs

Unity/CRM Integration User Guide

Detailed guide for how to use Unity with Salesforce and other CRM integrations