6.4 Integrations
Activate or deactivate Contact Connect.
Contact Connect
Contact Connect allows you to integrate Contact App for Microsoft Teams with your Customer Relationship Management (CRM) or Enterprise Resource Package (ERP) or with your contacts database.
 
To use the Contact Connect integration in the Contact App for Microsoft Teams, you will need the Contact Connect Tool, which can be downloaded from https://desktop.summa.io/, or alternatively, you can use the webconfigurator available at https://contactconnect.summa.io/.
 
You can use Contact Connect to configure various display settings and up to two action buttons.
When activated, incoming calls are recognized and if the caller’s phone number exists in your CRM, ERP or contact database, the name and company name and, if applicable other details of the respective contact will be displayed in a notification.
If you have multiple CRM or ERP systems linked to Contact App for Microsoft Teams, click on or to switch between applications.
 
This functionality is available with the Contact Connect add-on.
 
To manage your integration settings
1 Click on Settings in the menu.
2 Click on Integrations.
3 Activate the integration you want to set up.
*The Integration with your contact database, your CRM or ERP system is active.