SmartOffice Please follow these steps to connect to SmartOffice: 1. Navigate to the Dashboard CRM page 2. Select SmartOffice in the Read More Zendesk Please follow these steps to connect to Zendesk: 1. Navigate to the Dashboard CRM page 2. Select Zendesk from the dropdown Read More Oracle Please follow these steps to connect to Oracle CRM: 1. Navigate to the Dashboard CRM page 2. Select Oracle in Read More Microsoft Dynamics Microsoft Dynamics Updated: 6/10/2016 Overview: This article provides a quick walkthrough for connecting your MS Dynamics instance to your Tenfold Dashboard. Read More Salesforce Please follow these steps to connect to Salesforce: 1. Navigate to the Dashboard CRM page 2. Select Salesforce from the Read More SugarCRM Advanced Options SugarCRM supports the following advanced options. These can be found in your Tenfold Admin Dashboard. The phone fields listed below are Read More Supported Versions of SugarCRM Supported Versions of SugarCRM Updated: 9/17/2017 Overview: This article covers the versions of SugarCRM currently supported by Tenfold. On-Premise and On-Demand SugarCRM Read More SugarCRM Call Assignment Notifications SugarCRM did a fantastic job upgrading the Calls module in version 7.6. As a telephony integration product, we are happy Read More Whitelist IP Addresses Whitelist IP Addresses Updated: 4/02/2018 Overview: This article provides a list of IP Addresses to whitelist in order to ensure Tenfold Read More Sugar Permissions Required For Tenfold to work, we require access to the CRM API. If security is a concern, you can whitelist the Read More Infusionsoft Integration Please follow these steps to connect to Infusionsoft: 1. Navigate to the Dashboard CRM page 2. Select Infusion in dropdown Read More NetSuite RESTlet Setup NetSuite RESTlet Setup Updated: 9/17/2017 Overview: This article provides a quick walkthrough of the installation and setup of the NetSuite Restlet. This Read More Setting Case Preferences with Zendesk Integration Overview This article will help to explain setting up case preferences within the Tenfold Floating UI with a Zendesk integration. Read More Synchronize Salesforce Fields Synchronize Salesforce Fields Updated: 11/6/2017 Overview: This article provides a quick explanation of how to synchronize Salesforce fields with Tenfold. Synchronizing Read More How Does It Work in Sugar? Click on a phone # to start a call! Use the Call Floating UI to Review Lead/Contact Details. Click on Read More How Does it Work in Salesforce? Click on a phone # to start a call! Use the Call Floating UI to Review Lead/Contact Details. Click on Read More Salesforce Requirements and Permissions Overview This document outlines the core requirements and permissions for Tenfold to connect with Salesforce. Each implementation is unique and Read More How to Connect SugarCRM How to Connect SugarCRM Updated: 9/17/2017 Overview: This article provides a quick overview of how to connect your SugarCRM with Tenfold. Read More Insightly Please note that Tenfold no longer supports Insightly as a CRM integration. If you have any immediate questions regarding this, Read More SugarCRM Connector SugarCRM Connector Updated: 10/25/2017 Overview: In cases where an instance of SugarCRM has a very high record count on the Accounts, Contacts, Read More Custom CRM Module Integration Custom CRM Module Integration Update: 7/1/2016 Overview: Some CRMs allow the creation of custom modules to help businesses track data that does not Read More Salesforce Call Logging with Tenfold What calls are logged? Tenfold logs all calls automatically in Salesforce under the following conditions – call matches a single Read More Adding & Searching Phone Number Fields Searching Your CRM for Phone #s Tenfold searches all standard phone fields of all CRM records using your CRM’s standard API Read More
SmartOffice Please follow these steps to connect to SmartOffice: 1. Navigate to the Dashboard CRM page 2. Select SmartOffice in the Read More
Zendesk Please follow these steps to connect to Zendesk: 1. Navigate to the Dashboard CRM page 2. Select Zendesk from the dropdown Read More
Oracle Please follow these steps to connect to Oracle CRM: 1. Navigate to the Dashboard CRM page 2. Select Oracle in Read More
Microsoft Dynamics Microsoft Dynamics Updated: 6/10/2016 Overview: This article provides a quick walkthrough for connecting your MS Dynamics instance to your Tenfold Dashboard. Read More
Salesforce Please follow these steps to connect to Salesforce: 1. Navigate to the Dashboard CRM page 2. Select Salesforce from the Read More
SugarCRM Advanced Options SugarCRM supports the following advanced options. These can be found in your Tenfold Admin Dashboard. The phone fields listed below are Read More
Supported Versions of SugarCRM Supported Versions of SugarCRM Updated: 9/17/2017 Overview: This article covers the versions of SugarCRM currently supported by Tenfold. On-Premise and On-Demand SugarCRM Read More
SugarCRM Call Assignment Notifications SugarCRM did a fantastic job upgrading the Calls module in version 7.6. As a telephony integration product, we are happy Read More
Whitelist IP Addresses Whitelist IP Addresses Updated: 4/02/2018 Overview: This article provides a list of IP Addresses to whitelist in order to ensure Tenfold Read More
Sugar Permissions Required For Tenfold to work, we require access to the CRM API. If security is a concern, you can whitelist the Read More
Infusionsoft Integration Please follow these steps to connect to Infusionsoft: 1. Navigate to the Dashboard CRM page 2. Select Infusion in dropdown Read More
NetSuite RESTlet Setup NetSuite RESTlet Setup Updated: 9/17/2017 Overview: This article provides a quick walkthrough of the installation and setup of the NetSuite Restlet. This Read More
Setting Case Preferences with Zendesk Integration Overview This article will help to explain setting up case preferences within the Tenfold Floating UI with a Zendesk integration. Read More
Synchronize Salesforce Fields Synchronize Salesforce Fields Updated: 11/6/2017 Overview: This article provides a quick explanation of how to synchronize Salesforce fields with Tenfold. Synchronizing Read More
How Does It Work in Sugar? Click on a phone # to start a call! Use the Call Floating UI to Review Lead/Contact Details. Click on Read More
How Does it Work in Salesforce? Click on a phone # to start a call! Use the Call Floating UI to Review Lead/Contact Details. Click on Read More
Salesforce Requirements and Permissions Overview This document outlines the core requirements and permissions for Tenfold to connect with Salesforce. Each implementation is unique and Read More
How to Connect SugarCRM How to Connect SugarCRM Updated: 9/17/2017 Overview: This article provides a quick overview of how to connect your SugarCRM with Tenfold. Read More
Insightly Please note that Tenfold no longer supports Insightly as a CRM integration. If you have any immediate questions regarding this, Read More
SugarCRM Connector SugarCRM Connector Updated: 10/25/2017 Overview: In cases where an instance of SugarCRM has a very high record count on the Accounts, Contacts, Read More
Custom CRM Module Integration Custom CRM Module Integration Update: 7/1/2016 Overview: Some CRMs allow the creation of custom modules to help businesses track data that does not Read More
Salesforce Call Logging with Tenfold What calls are logged? Tenfold logs all calls automatically in Salesforce under the following conditions – call matches a single Read More
Adding & Searching Phone Number Fields Searching Your CRM for Phone #s Tenfold searches all standard phone fields of all CRM records using your CRM’s standard API Read More