Skip to main content

 

 
8x8 Support

Tenfold: Administrator Associate Tenfold to the CRM

Objective

Linking a CRM service to your Tenfold service. 

Applies To

  • Tenfold Administrator user

Service Provisioning

We're using Bullhorn as an example, here. Substitute your applied CRM in these instructions, as needed.

  1. Log into your Tenfold account at https://dashboard.tenfold.com/login.
  2. Click Company settings menu and locate the two sub-menus: CRM and Phone System.
  3. Click CRM then click Connect with <CRM>. Once clicked, you'll be redirected to the CRM's login screen.
  4. Log into your CRM using administrator credentials for that CRM.

clipboard_e30b94dbbcdb8b0d9127a130d1008d29b.png

  1. Once the connection has been properly established between Tenfold and your CRM, you will see a success message.

clipboard_e5d3ca9eb13fbb5604305b0f484f34a5b.png

  1. Click Phone System. Confirm that 8x8 8x8 Work is selected.
  2. Click Change Advanced Options and verify that the Environment URL is populated with https://pcisrv.8x8.com.
    • NO EVENTS will be displayed at the top of the sub-menu if none of your extensions have been associated. The Phone System will start receiving 8x8 information and the NO EVENTS message will disappear when:
      • One or more extensions are associated with users,
      • And after the end users provide their 8x8 credentials for authentication.
  3. Click Save at the bottom of the page.

clipboard_e6ee75fe9b9f0ea37420079b53001b6a9.png

  • Was this article helpful?