HaloITSM CRM Integration
The HaloITSM CRM integration enables HaloCRM to work alongside HaloITSM and synchronise the two platforms.
HaloCRM Integration
Connect your HaloITSM to HaloCRM for a smooth transition between instances. Joining HaloITSM and HaloCRM instances together offers your customer service agents seamless communication with support agents. With additional two-way functionality to send tickets over to the relevant Halo instance, agents can collaboratively resolve any ticket that comes their way.
The HaloITSM integration with HaloCRM offers status mapping between both instances, as well as the option to hide updates from the connected instance. For example, technical responses from your team using HaloITSM can be simplified before being sent to the customer affected.
This integration offers an effortless set-up process by simply requiring a link to your HaloCRM instance. Changing between the two instance is easy; just head to the top-right hand corner, and switch!
To find out more about our available integrations, head to our integrations page.
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