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.