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 the Salesforce and other CRMs

Unity/CRM Integration User Guide

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