CT Cloud Unite for 3rd Party UCaaS User Guide
User Guide
System Requirements
CT Cloud Unite is available for Windows operating systems only. NOTE: CT Cloud Unite is a CT Cloud Voice native application. When used for CRM pop for other platforms such as Microsoft Teams or Cisco Callmanager, functionality is only supported on inbound calls. As a result, certain configuration tabs, such as Dialing and Availability, and certain functions such as Address Book will not work with non-CT Cloud Voice accounts.
Desktop requirements
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1.8 GHz Pentium-class processor or better
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SVGA display
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2 GB Memory
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1 GB free hard drive space
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Virtual environments using Windows Server 2008R2 or Window 2016 are also supported on Hyper-V and VMWare
Installation
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Download/install CT Cloud Unite – see AM or IPM for download link
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Run CT Cloud Unite and configure using the settings below:
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On the Telephony tab:
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Enter CRM Serial #
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Username: Your 10-digit telephone number
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Password: Provided by CallTower
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Integrations:
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Click Add New
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Select desired CRM from drop-down
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Click “Set” button to enable CRM integration
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Configure CRM integration
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Configuration instructions for each CRM can be found by selecting the '?' mark button in the upper right-hand corner after enabling an integration and clicking on that integration in the left hand Navigation panel. In the example below, SalesForce has been enabled and configured.
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Click “Save” to save all changes
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Test integration
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The CT Cloud Unite application will be registered and ready for interaction when the system tray icon is green. If it is not green, double-check the username/password configured in step #2
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Make test call to your Teams number and ensure CRM integration functions as expected.
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Configure screen pop events
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Click on the Call Events tab
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Select Show Contact on either the On Ringing or On Answer event, depending on whether you want the lookup to take place before or after the call is answered.
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Click Save to apply changes
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