CRM Connect is an application that you can use directly from your browser as add-on tool, to integrate with many CRM or ERP systems

2. Key Benefits:

2.1 Caller Recognition for Enhanced Customer Interaction

  • Elevate your customer conversations with professional efficiency.
  • Instantly identify callers with a pop-up window displaying crucial information such as name, number, company details, ongoing tickets, and the last interaction date.
  • Boost conversation quality and customer satisfaction by being well-informed right from the start.

2.2 Universal Accessibility, Anytime, Anywhere

  • Access callee information seamlessly on your desk phone, mobile, or desktop application.
  • No longer waste time importing extensive contact lists into Setera OneCloud – it's all at your fingertips, instantly.

2.3 Plug-And-Play Setup for Effortless Integration

  • Set up Setera OneCloud effortlessly using our self-management portal.
  • No more costly expert work required – our user-friendly interface makes integration a breeze.
  • Compatibility with the most widely used ERPs and CRMs ensures a smooth transition for your team.



3. Supported platforms

  1. AFAS
  2. Efficy
  3. Exact Online
  4. Freshdesk
  5. Freshsales
  6. Freshservice
  7. Hubspot
  8. Lime Go
  9. Lime Rest
  10. Lime Webservice
  11. MS Dynamics Business Central Odoo
  12. Pipedrive
  13. Salesforce
  14. SuperOffice
  15. Topdesk
  16. Upsales
  17. Zendesk
  18. Zoho


4. Requirements 

Note: CRM credentials required for the supported CRM systems. As an end user you will need to supply your service provider with the required credentials.


AFAS

• URL (the address used to access the AFAS instance in the format https://afas.6com)

• Token (a string of letters and numbers created by AFAS)


Efficy

• API key (a long combination of letters and numbers created by Efficy)

• Login to the Efficy designer URL (Contact Efficy to get admin credentials to login) https://dstny.efficytest.cloud/designer

• Under Content Management, choose API Keys

• Add a new API key

• Note: “Allowed APIs” must include “json”. By using an asterisk “*”, all APIs are enabled

• URL (the address used to access the Efficy instance in the format https://efficy.com ) 


Exact Online

• Refresh token

• Client ID

• Client secret


Freshdesk

• API key (a string of letters and numbers created by Freshdesk)

• URL (the address used to access the Freshdesk instance in the format https://freshdesk.com )


Freshsales

• Domain(the domain used by the customers Freshsales instance (i.e. https://companyname.freshsales.io))

• API key (a string of letters and numbers created by Freshsales)


Hubspot

• Private App

• To configure a Private App, the user needs to be a “super admin”.

        i. Click the cogwheel to enter settings.

        ii. Click Account Setup → Integrations → Private Apps.

        iii. Click “Create private app”.

        iv. Enter a suitable name. Under “Scopes” expand “CRM” and enable read access for

        “ crm.objects.contacts ".

        v. When done, click “View access token”. This is the AccessToken needed for CRM Connect.


Lime GO

• API key (a string of letters and numbers created by Lime GO) Lime Rest

• Database

• URL (the address used to access the Lime instance in the format https://lime.com)

• API Key (a string of letters and numbers created by Lime)


Lime Webservice

• Server

• Database

• URL (the address used to access the Lime instance in the format https://lime.com)


Odoo

• URL: (the address used to access the Odoo instance in the format https://odoo.com)

• Database: (the Odoo database to use - for the hosted Online version of Odoo this is usually the first part of

the domain name in the URL)

• Username: (the username, an email address)

• Password: (password or API key from Odoo)


Pipedrive

• URL (the address used to access the Pipedrive instance in the format https://pipedrive.com )

• Token (a string of letters and numbers created by Pipedrive)


Salesforce

• User

• Password

• Token (a string of letters and numbers created by Salesforce)


SuperOffice

• API Key (a string of letters and numbers created by SuperOffice)

• Token (a string of letters and numbers created by SuperOffice)

• Customer ID

• Header


TOPdesk

• URL (the address used to access the TOPdesk instance in the format https://topdesk.com ) 

• Password


Upsales

• Token (a string of letters and numbers created by Upsales)


Zendesk

• Username

• Token (a string of letters and numbers created by Zendesk)

• Remote uri (the address to the Zendesk instance with /api/v2 added at the end in the format https://zendesk.com/api/v29)

• Web uri (the address used to access the Zendesk instance in the format https://zendesk.com)

            

Zoho

• Client ID

• Client secret

• Refresh token


Check installation guide for integration setup in SMP here



5. Available buttons per CRM

Integrated systems such as Zendesk will provide buttons on the user interface whenever there is a match. The number of buttons that may appear depends on the configured systems. The priority is set in the admin portal when configuring the service.           

    

6. How to Install

    1. Download browser add-on tool from here:  https://setera.com/software/onecloud/SeteraCRMConnect.zip

    2. Unzip file to new folder named for example as “plugin” and install add-on tool for your browser.


3f3 Example from Chrome (three dots in top right corner -> extensions -> manage extensions -> load unpacked)

Select the folder where you have unpacked browser add-on tool


Add-On tool will appear on the Chrome as enabled. You can also pin it as favourite as aways visible in top right corner



3. Login to CRM Connect

  • Open CRM Connect from the icon 
    • (Please note that it will not open if you are in main/start page of chrome, you will need to open some website to open app)
  • Login with your OneCloud credentials or Microsoft 365 SSO (if enabled for you)



CRM Connect logged in (blue) 

Not logged in (red)




7. User Guide


7.1 Popup


To access the extension settings click on the cogwheel in the top right corner of the popup. Here you can set the following options for how the popup behaves:


• Show window automatically on new calls

• If checked the popup will appear on its own when you make or recieve calls.

• Hide window automatically after calls

• If checked the popup will disappear on its own when your call has ended.

• Only show window if match is found

• If checked the popup will only appear if a match is found.

• Show system notifications

• If checked the service will also notify with a system (Windows/Mac) notification when you make or

receive a call. 

• Dark mode

• Changes the popup to darker visuals. 

• Reduce Transparency

• If checked the transparency of the popup is reduced so that the content behind the popup does not obscure the popup content.


7.1. Search

• In the top of the popup window there is a search field where you can search for a contact from your configured systems.

• Results will be shown in a dropdown and when selected from the dropdown menu.

• The dropdown menu will show the source system of the information.

• The window will show the same information as when that person calls.


7.2 Content

• If there is a match on a caller's number, a CRM widget will popup automatically.

• There will be clickable buttons to bring you directly to the matched contact and/or company in your CRM

system.

• If there is no match on a caller's number, the popup window will show only the number of the caller with no

additional information.


7.3  Hide and logout

• If you want to hide the popup window during a call click the extension icon of CRM Connect in top of your browser.

• This method can also be used to bring up the popup window when there is no active call.

• To log out of the service, click on settings and logout.