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Unite For Teams - Integration Installation

Summary

This article will go through how to download the Unite application. If you have any issues, please contact our support team at support@calltower.com

Before you start

Click the link below to view installation information and instruction

https://help.ctunite.services/help?version=4.3&lang=us&item=1184

Download

Follow the link below to download

Resources - Go Connect Mari

Once installed, you will be asked for an "Access Code:" The access code is: MCTWR

Click "OK"

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Then you will be asked to enter in the License Key (contact your admin if you do not know what your access key is):

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A log in box will be pop up, select "Log in" and select "Accept" on the "Permissions Request"

If you have single sign-on, Unite will log you in. If you do not have a single sign-on, you will enter the credentials you use for MS Teams 

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Configuration 

Once downloaded, right click the icon and then select "Configuration.

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Click on "Integrations" and then select "(Add new)

From the drop-down, select your CRM (in this example, Salesforce)

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Select "Set" and then "Save"

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Once you have selected your CRM, you will need to enter your Client ID (In this example, Salesforce)

NOTE: you can get your client ID from your company CRM admin. 

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Scroll down to "Activities" and from the drop-down "Pop automatically on inbound" select "Ringing

Check the box for "Create activity on call end" and then select "Save"

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