Lime

You can get Lime CRM information directly on incoming calls in our Microsoft Teams app. You can also load the customer in Lime CRM to access history and more.

In Microsoft Teams

You will get contact information from Lime CRM directly in your Teams app and it will open contact cards in Lime CRM system without you having to search for the number yourself. You get contact information and be able to open information from the CRM button in your app.

Configuring Teams app

Choose Lime in apps settings.

Enter your Lime CRM domain and Token.

Check boxes for what you like to be automated and click Save.

You can get Lime CRM information directly on incoming calls in our Microsoft Teams app. You can also load the customer in Lime CRM to access history and more.

In Infinity Desktop

You will get contact information from Lime CRM directly in your Infinity Desktop and it will open contact cards in Lime CRM system without you having to search for the number yourself. You get contact information and be able to open information from the CRM button in your app.

Configuring Infinity Desktop

Choose Lime in Integrations.

Enter your Lime CRM domain and Token.

Check boxes for what you like to be automated and click Save.

To get your api token and domain you will have to following these steps in lime

https://docs.lime-crm.com/configuration/lisa/howtostart

https://docs.lime-crm.com/kb/10017

If needed, please contact your Lime customer contact to get help setting up lime.