Integrations are a Qontak Omnichannel feature where customers can connect various platforms with chat panels such as email or Instagram.
Only users with the Admin role can perform the integration. If you do not have an account with the Admin role, you can contact our support team at firstname.lastname@example.org.
To integrate the chat panel with Qontak CRM Messenger on the Web, you need to follow these steps:
Open your Omnichannel Account.
Select Channel Integrations, then click Qontak CRM.
Click “+Connect” to connect the Qontak CRM account to be integrated.
The integration view in CRM will not appear in the inbox because what is entered in the inbox is only for making tickets to CRM.
Click "Authorize" untuk integrate Omnichannel with CRM.
Next, the system will check the CRM subscription. if there is a subscription, the integration process is successful and you will see the CRM integration page display.
You can also disconnect Omnichannel and CRM integration by clicking “Disconnect integration”.