HaloCRM Guides

8x8 Integration

In this guide we will cover:

- What is the 8x8 Integration?

- Enabling Call Management

- Connecting 8x8

What is the 8x8 Integration?

8x8 can be integrated with Halo to display the call screen when a call is received from 8x8.

Enabling Call Management

First, we want to ensure that your Call Management module is enabled.

To do this, head to the Configuration > Channels > Call Management.

Fig 1. Call Management module.

If it is enabled, it will be coloured and if it is disabled, it will be grey. To enable, hover over the module and press the '+'.

Connecting 8x8

Click into the module, then select 'General Settings'. Then grab the URL given under the 'Integrations' tab.

Fig 2. URL.

Next, head to your 8x8 settings tab, then 'Caller info pop-up'.

Insert the Halo URL you just copied from above, then select the number format and when you want the pop-up to appear on the screen.

Fig 3. Call screen.

You can read more about setting up the 8x8 integration here