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Solgari connects and integrates with major CRM solutions like Microsoft Dynamics 365 and Salesforce Lightning. |
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Client URL – Enter your CRM Web URL to connect to Solgari Hub. |
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| Create a new Stage – Select to create a new inbound experience for your agents. | |
| Search Journey – Your existing inbound search journeys. | |
| GUID – Shows a list of agents from CRM using Solgari. | |
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Actions – Actions allow you to choose what type of CRM entity you wish to search against first. |
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| Entity – Entity allows you to choose what type of CRM entity you wish to open for the agent. | |
| Field – Enter the field you wish to search on an inbound call, e.g., Telephone or Mobile. | |
| Submit – Select submit to save your changes. | |