CRM Integrations and APIs

Combine your favorite tools with Xima for greater visibility and ease of use.

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Advanced CRM Integration​

Push data and/or recordings from Xima to your CRM so you can have all the data where you prefer to work.

APIs for Every Application​

Xima provides different historical and real-time APIs. You can easily communicate with all of our latest features, such as screen pop, to other CRM applications, Web Chat, Click-to-Dial, and more.

Integrate Seamlessly

When your CRM and Contact Center work together, it allows for seamless communication and collaboration between different teams, such as sales, marketing, and customer support. 

By having a centralized customer information database, agents can access relevant information about the customer, including their history with the company, preferences, and previous interactions.

Features of Integrating Your CRM

With the new CRM integration, gone are the days of manual data entry hassles. Seamlessly connect to over 300 CRMs and enjoy a smoother workflow that eliminates the need to juggle between different systems.

Automatically or manually “pop” the customer information screen in a browser tab for incoming customer conversations.

Seamlessly pull contact and company information from your CRM for incoming calls or messages.

Automatically log a record of client interactions and review links to view past conversations, listen to recordings, and see call flows.

Efficient dialing with fewer clicks.
Simultaneously search the contact directories of all integrated CRM applications and call or pop a contact from the results.

Make Record-keeping Easy and Accessible

Simplify the process of entering data and provide agents with access to real-time customer information using our integrations. With screen pops, agents can receive automated notifications that display customer information as soon as a call comes in, eliminating the need for agents to manually search for customer data. This not only saves time but also improves the accuracy of data entry.

Sync Data Automatically with Salesforce

Xima allows you to integrate with Contact Center Agent Client, an interface that provides effective collaboration between managers and agents as well as agents and customers.

An exciting feature of Contact Center Agent Client is that it has a native plugin to Salesforce Lightning, allowing these services to work harmoniously with each other. This integration provides enhanced features like Click-to-Dial, and Screen Pop.

Our software effortlessly connects with Salesforce, making it easier to keep your data in sync. No more duplicate work – our automated syncing feature takes care of contacts and information seamlessly. Simplify your workflow and enjoy a more efficient way of managing your data.

By keeping everything running smoothly and ensuring continuous syncing, we contribute to a stable and uninterrupted workflow. Experience the assurance of a consistently reliable system with our synchronized approach.

Xima Contact Center

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