HaloCRM Guides

8x8 Integration

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

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

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 '+'.

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

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.

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